Mautic + Sharepoint Integration

Integrate Mautic to Sharepoint in one click, or tell Integrately AI how you want each contact handled. Create folders, upload files, update contact records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Mautic
    Contact is created in Mautic Instant
  • Mautic
    Contact is updated in Mautic Instant
  • Mautic
    Contact points is changed in Mautic Instant
  • Mautic
    Form is submitted in Mautic Instant
  • Mautic
    Email viewed in Mautic Instant
  • Mautic
    Landing page visited by a contact in Mautic Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Mautic
    Create or update contact in Mautic
  • Mautic
    Add contact to segment in Mautic
  • Mautic
    Search contact in Mautic
  • Mautic
    Create or update company in Mautic
  • Mautic
    Search company in Mautic
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for Mautic + Sharepoint Integration

Create folders when contacts are created, organise files, update contact records, and trigger notifications, all in just one click.

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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Mautic + Sharepoint flow

Sync your marketing automation and document management with CRMs, communication channels, and support desks. Pick a combination and activate it in one click.

Mautic
Sharepoint
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
WordPressWordPress (3)
+
ZoomZoom (3)
M
S
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Create a Salesforce lead when a Mautic contact is created, and upload the details as a file in Sharepoint
New Mautic contacts instantly populate your Salesforce pipeline while generating a corresponding document file in Sharepoint.
M
S
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When a Mautic form is submitted, create a Salesforce contact and create a folder in Sharepoint
Form submissions generate a new Salesforce contact and set up a dedicated Sharepoint folder instantly.
M
S
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If a Mautic contact is updated, update the lead in Salesforce and create a list item in Sharepoint
Contact updates in Mautic immediately refresh your Salesforce lead and log a new list item in Sharepoint.
M
S
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When a landing page is visited in Mautic, search the contact in Salesforce and download the associated file from Sharepoint
Landing page visits trigger a Salesforce contact search and retrieve the relevant file from Sharepoint.

Supported triggers and actions for Mautic and Sharepoint

Mix and match to build the exact automation you need

Mautic
Mautic Triggers & Actions
Instant
Contact is created in Mautic
Triggers the automation when a new contact is created
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Instant
Contact is updated in Mautic
Triggers the automation when a contact is updated
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Instant
Contact points is changed in Mautic
Triggers the automation when contact points are updated
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Instant
Form is submitted in Mautic
Triggers the automation when a form is filled
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Instant
Email viewed in Mautic
Triggers the automation when an engagement action is created or modified
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Instant
Landing page visited by a contact in Mautic
Triggers the automation when a particular landing page is visited by any contact
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Create or update contact in Mautic
Adds or update contact information
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Add contact to segment in Mautic
Adds a new contact to a segment for targeted communication
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Search contact in Mautic
Finds and retrieves contact information
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Create or update company in Mautic
Creates or update company profile with the latest information
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Search company in Mautic
Finds information about a company
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
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Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Mautic + Sharepoint?

Connect Mautic and Sharepoint to streamline lead management, document organization, and team notifications.

What you can automate?
📁
Create Sharepoint folders automatically from new Mautic contacts
Trigger folder creation in Sharepoint the moment a contact is created in Mautic, eliminating manual directory setup and keeping your client records perfectly organised from day one.
📝
Capture every submitted form field into Sharepoint lists
Map all custom answers from Mautic form submissions straight into Sharepoint list items instead of copying data by hand, ensuring complete records for every submission.
🔔
Alert your team instantly upon new contact creation
Send notifications to communication channels or email inboxes whenever a contact is created in Mautic, ensuring your team can act on new leads immediately.
🔀
Route records based on submitted Mautic form data
Apply conditional logic to Mautic form submissions so high-value leads generate priority folders and list entries while standard submissions follow a regular path.
🔄
Keep Sharepoint documents updated when contacts change
Automatically update Sharepoint files or list items whenever a contact is updated in Mautic, ensuring your document repository always reflects the latest prospect details.
🔍
Search existing files and folders without creating duplicates
Check Sharepoint for existing folders or files by name before creating new entries, keeping your document management clean and free of redundant records.
📈
Log engagement milestones like point changes and email views
Capture contact point shifts and email views from Mautic as detailed list items in Sharepoint to maintain an accurate history of prospect engagement.
🔗
Extend your workflow to external apps like Slack or Salesforce
Connect your Mautic and Sharepoint core flow with additional apps like Slack to notify team members or Salesforce to sync enterprise leads in a single multi-step automation.
And much more...

Who is Mautic + Sharepoint integration for?

Marketing professionals and administrators managing lead pipelines and document storage across Mautic and Sharepoint benefit by eliminating manual data entry and keeping files organised.

Marketing Analysts
Marketing Analysts
Sales Development Representatives
Sales Development Representatives
Client Success Managers
Client Success Managers
Operations Coordinators
Operations Coordinators
Onboarding Specialists
Onboarding Specialists
CRM Administrators
CRM Administrators
📈
Marketing Analysts
You pull campaign metrics from Mautic to report on lead generation performance, but document records in Sharepoint are updated manually so your analysis is always lagging behind — this integration means every new submission creates structured files instantly and your reports stay accurate.
Sales Development Representatives
You need immediate access to prospect details and onboarding files as soon as leads register interest, but notification delays mean you find out too late — with this integration, contact creation triggers folder provisioning instantly and you can reach out right away.
🤝
Client Success Managers
You answer to key clients who expect their project folders and contact records to be updated immediately after form submissions, but manual processes cause bottlenecks — this integration means every form submission populates your records automatically and satisfies client expectations.
📊
Operations Coordinators
The volume of daily contact registrations and document uploads is too high for anyone to keep up by hand, leading to missing folders and unorganised files — automating both apps means every interaction creates structured records without human error.
🔄
Onboarding Specialists
You own the client setup phase and depend on marketing teams to hand over contact details and client documents, but manual handovers stall progress — this integration means contact events trigger file creation automatically so you can start work immediately.
🗂️
CRM Administrators
You need a reliable audit history of every contact action and associated document, but manual recordkeeping leaves gaps in your database — automating both apps means every contact event and file upload is logged reliably without missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Mautic + Sharepoint

Build and manage your Mautic + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Mautic + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Mautic to Sharepoint?
Frequently Asked Questions
You can connect Mautic to Sharepoint in just 1 click using ready workflows on Integrately or by asking Integrately AI to build your automation.
Can I automatically create Sharepoint folders when a Mautic contact is created?
Frequently Asked Questions
Can I connect Mautic, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Mautic and Sharepoint?
Frequently Asked Questions
How does Mautic handle contact updates with Sharepoint?
Frequently Asked Questions
Can I upload files to Sharepoint from Mautic form submissions?
Frequently Asked Questions
Do I need coding skills to automate Mautic and Sharepoint?
Frequently Asked Questions
Is the Mautic and Sharepoint integration free?
Frequently Asked Questions
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