Integrate Sharepoint with Jetpack CRM

Send information between Sharepoint and Jetpack CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Sharepoint and Jetpack CRM

Connect Sharepoint and Jetpack CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Sharepoint and Jetpack CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Drive created

Triggers when a new drive is created

Site created

Triggers when a new site is created

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Quote created

Triggers when a new quote is created

Invoice updated

Triggers when the details of an existing invoice is updated

Contact status updated

Triggers when the status of an existing contact is updated

Quote accepted

Triggers when an existing quote is accepted

Company created

Triggers when a new company is created

Contact updated

Triggers when the details of an existing contact is updated

Transaction created

Triggers when a new transaction is created

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Create text file

Creates a new text file

Fetch folder

Fetches the details of an existing folder by name

Fetch file

Fetches the details of an existing file by name

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch quote

Fetches the details of an existing quote

Fetch contact

Fetches the details of an existing contact

What is Sharepoint?

SharePoint is a web-based collaborative platform that helps you share and manage files, data, and resources.

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY