Connect Microsoft Sharepoint and Solve CRM to Build Intelligent Automations
Ready to use Microsoft Sharepoint and Solve CRM automations
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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.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
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 an existing list item on user given value.
Create a Company
Creates a new company record in Solve360.
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Step by step guides to integrate Microsoft Sharepoint and Solve CRM
Frequently Asked Questions
To start, connect both your Microsoft Sharepoint and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Sharepoint and Solve CRM 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 Microsoft Sharepoint and Solve CRM. 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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn MoreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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