Connect Microsoft Sharepoint and Freshsales Classic
Integrate Microsoft Sharepoint with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Accounts in Freshsales Classic when New List Created in Sharepoint
Find Contacts in Freshsales Classic when New List Created in Sharepoint
Create Account in Freshsales Classic when New List Created in Sharepoint
Create Contact in Freshsales Classic when New List Created in Sharepoint
Update Account in Freshsales Classic when New List Created in Sharepoint
Popular Microsoft Sharepoint + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Sharepoint
When this happens...
New List Created
New List Item Created
Updated List Item
Choose an action
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
Find Accounts in Freshsales Classic when New List Created in Sharepoint
Use this flowFind Contacts in Freshsales Classic when New List Created in Sharepoint
Use this flowCreate Account in Freshsales Classic when New List Created in Sharepoint
Use this flowCreate Contact in Freshsales Classic when New List Created in Sharepoint
Use this flowUpdate Account in Freshsales Classic when New List Created in Sharepoint
Use this flowUpdate Contact in Freshsales Classic when New List Created in Sharepoint
Use this flowCreate Deal in Freshsales Classic when New List Created in Sharepoint
Use this flowUpdate Deal in Freshsales Classic when New List Created in Sharepoint
Use this flowList Contacts from Freshsales Classic when New List Created in Sharepoint
Use this flowCreate Note in Freshsales Classic in Freshsales Classic when New List Created in Sharepoint
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Sharepoint and Freshsales Classic.
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.
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
Do thisActions
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
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 a list item by ID or by matching field values.
Find Accounts
Search accounts by name or a custom field and return matching records from Freshsales Classic.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Sharepoint and Freshsales Classic workflows.
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About Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Sharepoint and Freshsales Classic accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Sharepoint and Freshsales Classic as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Freshsales Classic. No coding required.
Yes. You can set up a workflow where Microsoft Sharepoint triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic triggers actions in Microsoft Sharepoint. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Sharepoint and Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Sharepoint and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
