Capsule CRM + Sharepoint Integration

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

Make use of Capsule 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. Get the best of both with Integrately’s Capsule CRM + Sharepoint integration.
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Ready Workflows For Capsule CRM + Sharepoint Integration

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Create Your Own Capsule CRM & Sharepoint Integration Without Any Code

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2. Select what action you want to automate
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Capsule CRM + Sharepoint Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Sharepoint
    File is created in folder in Sharepoint

    Triggers the automation whenever a particular action in the workflow fails

  • Sharepoint
    Folder is created in Sharepoint

    Triggers the automation whenever a new folder is created

2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Sharepoint
    Create list item in Sharepoint

    Automatically adds a new item to a list

  • Sharepoint
    Create list in Sharepoint

    Automatically generates a new list

  • Sharepoint
    Create folder in Sharepoint

    Automatically creates a new folder in the designated location

  • Sharepoint
    Search folder by name in Sharepoint

    Automatically searches for a folder by its name

  • Sharepoint
    Upload file in Sharepoint

    Automatically uploads a file to the particular location

  • Sharepoint
    Search file by name in Sharepoint

    Automatically find files based on their names

  • Sharepoint
    Download file in Sharepoint

    Automatically download files to a location

  • Sharepoint
    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
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Integrate Capsule 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!

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