Connect Enrich CRM and Microsoft Sharepoint to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Enrich CRM
Choose an Action
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Ready to use Enrich CRM and Microsoft Sharepoint automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
Do thisActions
Action is the task that follows automatically within your Enrich CRM integrations.
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find an existing list item on user given value.
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Step by step guides to integrate Enrich CRM and Microsoft Sharepoint
Frequently Asked Questions
To start, connect both your Enrich CRM and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Microsoft Sharepoint typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Enrich CRM and Microsoft Sharepoint. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
Learn MoreAbout Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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