IntegrationsRapid Salesforce + Sharepoint integrations
Rapidly share crucial sales insights to win more deals and boost sales productivity with Salesforce + Sharepoint integrations. Our low-code, 100% visual interface makes it easy for any business user to bi-directionally sync Salesforce + Sharepoint with any data source. You can connect email, flat files (such as CSVs), webhooks, FTP, and all your favorite tools, even using data within custom fields.
Need Salesforce + Sharepoint connectors to boost sales collaboration and rapidly share files with any team, stakeholder, or contributor? You can use our drag-and-drop builder to rapidly stand up custom Salesforce + Sharepoint integrations, without relying on IT support. Connect your entire tech stack to build hyper-efficient sales processes and drive alignment across teams.
Seamlessly embed file and resource sharing throughout your sales processes with powerful Salesforce + Sharepoint automation. You can design multi-step, automated workflows that streamline sales record management, enable sales reps faster, and promote better data hygiene across all your tools and teams.
AutomationEasily automate Salesforce + Sharepoint
Swiftly flow documents, records, and resources across all your sales and collaboration tools with powerful Salesforce + Sharepoint automation. You can easily automate any process by connecting Salesforce + Sharepoint with any cloud-based tool, including your project management platform, collaboration tools, email, accounting software, marketing automation platform, data warehouse, and analytics tools.
Connect Salesforce + Sharepoint at the API level and kick off limitless operations on any custom trigger using our library of pre-built connectors, data helpers, and custom logic operators. You can sync your analytics tools to rapidly generate and share actionable sales insights that win more deals. You can push notifications in your internal chat tool whenever you add key sales resources to Sharepoint to enable sales faster. You can regularly generate sales reporting to create a data-driven sales culture.
Any business user in sales, marketing, project management, HR, analytics, business operations, finance, or any other team within your company can rapidly build flexible automated workflows for Salesforce + Sharepoint.
Use casesDrive collaborative sales ops at scale
Need to sync bulk record updates between Salesforce + Sharepoint to ensure up-to-date sales materials at scale? Need to swiftly set access rules for specific materials to comply with legal or corporate regulations and make collaboration more secure and efficient? Need to sync records across Sharepoint and multiple CRM instances to create a single source of truth for your sales operations teams? Any process you build will automatically scale with your data needs, thanks to our elastic, serverless architecture.
Our platform combines ease-of-use with robust processing power, and can reliably process massive volumes of data every day. You can build a variety of scalable, sophisticated processes by connecting Salesforce + Sharepoint with popular tools, including Jira, Microsoft Dynamics 365, Microsoft Teams, QuickBooks, Outlook, DocuSign, Zendesk, Gmail, Mailchimp, and HubSpot.
Our SOC 2-certified platform provides enterprise-grade security. We’re also compliant with all major data privacy regulations, including GDPR, CCPA, and HIPAA.
