Agile CRM + Sharepoint Integration

Connect Agile CRM to Sharepoint - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Sharepoint automations help you automate file uploads and downloads, trigger workflows based on file activity, and centralize document management. Skip the manual back and forth! Easily automate the flow of data between Agile CRM & Sharepoint using Integrately.

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Ready Workflows For Agile CRM + Sharepoint Integration

Just click on the workflow you want to automate

Create Sharepoint folder for new Agile CRM contact

Agile CRM + Sharepoint Integration

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Create Sharepoint folder for new Agile CRM deal

Agile CRM + Sharepoint Integration

Activate

Create Sharepoint file for new Agile CRM deal

Agile CRM + Sharepoint Integration

Activate

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Create Your Own Agile CRM & Sharepoint Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation whenever a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation whenever a tag is added
Deal is created in Agile CRM
Triggers the automation whenever a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation whenever a deal milestone is changed
Task is created in Agile CRM
Triggers the automation whenever a new task is created
Event is created in Agile CRM
Triggers the automation whenever a new event is created
Case is created in Agile CRM
Triggers the automation whenever a new case is created
File is created in folder in Sharepoint
Triggers the automation whenever a particular action in the workflow fails
Folder is created in Sharepoint
Triggers the automation whenever a new folder is created

Create contact in Agile CRM
Automatically adds a new contact to the database
Update contact in Agile CRM
Automatically updates contact information with new details
Add score to contact in Agile CRM
Automatically assigns a score to a contact
Add tag to contact in Agile CRM
Automatically assigns a tag to a contact
Create deal in Agile CRM
Automatically generates a new deal with
Create task in Agile CRM
Automatically creates a new task
Add note in Agile CRM
Automatically adds a note to the selected item
Search contact in Agile CRM
Automatically finds and retrieves contact information
Search company in Agile CRM
Automatically find information about a company
Create company in Agile CRM
Automatically generates a new company profile with given details
Subscribe to campaign in Agile CRM
Automatically subscribes to a campaign
Add event in Agile CRM
Automatically schedule an event
Create list item in Sharepoint
Automatically adds a new item to a list
Create list in Sharepoint
Automatically generates a new list
Create folder in Sharepoint
Automatically creates a new folder in the designated location
Search folder by name in Sharepoint
Automatically searches for a folder by its name
Upload file in Sharepoint
Automatically uploads a file to the particular location
Search file by name in Sharepoint
Automatically find files based on their names
Download file in Sharepoint
Automatically download files to a location
Create a shareable link of the File/Folder in Sharepoint
Automatically generates a shareable link for a file/folder

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Agile CRM & Sharepoint In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Sharepoint With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

SharePoint is a powerful tool that helps you organize and share all your important information. You can use it as a secure place to store, organize, share, and access information from any device. All you need is just a web browser.

See Sharepoint Integrations