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Microsoft Sharepoint and Salesforce integration + automation

Microsoft Sharepoint and Salesforce integrations couldn’t be easier with the Tray platform’s robust Microsoft Sharepoint and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Microsoft Sharepoint
Salesforce logo
Integrations

Rapid 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.

Microsoft Sharepoint and Salesforce Connector Details

Microsoft Sharepoint

Microsoft Sharepoint

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UsesAll
CategoryCollaboration
Connector TypeTray Connector
Operations
Update drive item propertiesCreate folderCreate itemDelete drive itemDownload fileGet itemGet list itemGet siteList list itemsList site drivesList site listsList sites
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Salesforce logo

Salesforce

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UsesSales, Marketing, All
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
View documentation

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth, New Relic
New Relic

Tray is the leading AI ready integration and automation platform

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