Connect Microsoft Sharepoint and Perfex CRM
Integrate Microsoft Sharepoint with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New List Created in Sharepoint
Create Contract in Perfexcrm when New List Created in Sharepoint
Create Customer in Perfexcrm when New List Created in Sharepoint
Create Estimate in Perfex CRM when New List Created in Sharepoint
Create Project in Perfexcrm when New List Created in Sharepoint
Popular Microsoft Sharepoint + Perfex CRM 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
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when New List Created in Sharepoint
Use this flowCreate Contract in Perfexcrm when New List Created in Sharepoint
Use this flowCreate Customer in Perfexcrm when New List Created in Sharepoint
Use this flowCreate Estimate in Perfex CRM when New List Created in Sharepoint
Use this flowCreate Project in Perfexcrm when New List Created in Sharepoint
Use this flowCreate Proposal in Perfex CRM when New List Created in Sharepoint
Use this flowCreate Task in Perfexcrm when New List Created in Sharepoint
Use this flowCreate Ticket in Perfex CRM when New List Created in Sharepoint
Use this flowCreate Timesheet in Perfexcrm when New List Created in Sharepoint
Use this flowCreate Lead in Perfexcrm when New List Item Created in Sharepoint
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Sharepoint and Perfex CRM.
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.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
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.
Create Lead
Creates a new lead
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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 Perfex CRM workflows.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Microsoft Sharepoint and Perfex CRM free
No credit card required. Set up your first workflow in minutes.
About Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Sharepoint and Perfex CRM 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 Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Microsoft Sharepoint triggers actions in Perfex CRM, and a separate workflow where Perfex CRM 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 Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Sharepoint and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
