NetHunt CRM + Sharepoint Integration

Integrate NetHunt CRM to Sharepoint in one click, or tell Integrately AI how you want each record handled. Organise customer files, create lists, update your folders, and track every update automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • NetHunt CRM
    Record is created in NetHunt CRM
  • NetHunt CRM
    Comment is created in NetHunt CRM
  • NetHunt CRM
    Record is created or modified with specified filter in NetHunt CRM
  • NetHunt CRM
    Record is updated in NetHunt CRM
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • NetHunt CRM
    Create record in NetHunt CRM
  • NetHunt CRM
    Search record in NetHunt CRM
  • NetHunt CRM
    Update record in NetHunt CRM
  • NetHunt CRM
    Create comment in NetHunt CRM
  • 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 NetHunt CRM + Sharepoint Integration

Capture new records, create folders, organise files, update lists, and track customer documents, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
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Connect more apps to your NetHunt CRM + Sharepoint flow

Sync your core customer data across communication, documentation, and billing tools to keep every team aligned. Pick a combination and activate it in one click.

NetHunt CRM
Sharepoint
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GmailGmail (3)
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SlackSlack (3)
+
DocuSignDocuSign (2)
+
CalendlyCalendly (2)
+
StripeStripe (2)
+
HubSpotHubSpot (2)
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Create a Sharepoint folder for every new NetHunt CRM record, and send a confirmation email in Gmail
New NetHunt CRM records instantly generate a dedicated Sharepoint folder while Gmail notifies your team, eliminating manual folder creation and email updates.
S
N
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When a new file is uploaded in Sharepoint, update the NetHunt CRM record and send a notification in Gmail
Uploaded documents in Sharepoint update your NetHunt CRM records automatically and notify your team via Gmail, keeping data synchronized across platforms.
N
C
S
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Use ChatGPT to summarise NetHunt CRM comments, create a Sharepoint folder, and send the brief via Gmail
ChatGPT processes new NetHunt CRM comments to generate structured summaries, which feed into Sharepoint folder creation and Gmail briefings.

Supported triggers and actions for NetHunt CRM and Sharepoint

Mix and match to build the exact automation you need

NetHunt CRM
NetHunt CRM Triggers & Actions
Record is created in NetHunt CRM
Triggers the automation when a new record is created
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Comment is created in NetHunt CRM
Triggers the automation when a new comment is created
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Record is created or modified with specified filter in NetHunt CRM
Triggers the automation when a record is created or modified based on a particular filter
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Record is updated in NetHunt CRM
Triggers the automation when any record is updated
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Create record in NetHunt CRM
Generates a new record
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Search record in NetHunt CRM
Searches for a record within a given database
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Update record in NetHunt CRM
Updates a record with new information
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Create comment in NetHunt CRM
Generates a new comment
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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 NetHunt CRM + Sharepoint?

Streamline customer data management, document storage, and team communication through automated triggers and actions.

What you can automate?
📁
Create Sharepoint folders from NetHunt CRM records
Every time a new record is created in NetHunt CRM, automatically provision a dedicated folder in Sharepoint to keep all client files neatly organised from the start.
📋
Capture every submitted comment and field
Map custom NetHunt CRM record fields and comments directly into Sharepoint list items or document properties instead of missing vital context.
🔔
Alert your team instantly on messaging apps
Notify relevant team channels the moment a Sharepoint folder is created or a NetHunt CRM record is updated, ensuring complete visibility across departments.
🔀
Route records based on custom filter criteria
Apply conditional logic to send high-priority NetHunt CRM records to secure enterprise Sharepoint directories while routing standard accounts to general lists.
🔄
Keep document repositories synchronised
Automatically update NetHunt CRM records whenever new files are uploaded into Sharepoint folders, maintaining a single source of truth across platforms.
🔍
Search and update existing records safely
Perform intelligent lookups to update existing NetHunt CRM records or Sharepoint items rather than generating duplicate entries during high-volume periods.
Handle later status changes and updates
Trigger automated Sharepoint file archiving or list updates whenever a NetHunt CRM record status shifts to closed, completed, or archived.
🔗
Extend your workflow to supporting business apps
Connect your NetHunt CRM and Sharepoint core setup with tools like Slack, Gmail, or HubSpot to build comprehensive multi-step operational pipelines.
And much more...

Who is NetHunt CRM + Sharepoint integration for?

Teams managing customer data and documentation across Google environments and enterprise storage platforms eliminate manual file organisation bottlenecks and data silos.

Sales directors
Sales directors
Operations managers
Operations managers
Account executives
Account executives
Customer success leads
Customer success leads
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Sales directors
You rely on NetHunt CRM metrics for pipeline reporting, but your file shares and document folders only update when reps manually move files, so your quarterly reviews are always built on outdated records — automating both apps means every new deal record instantly triggers the right Sharepoint folder setup and keeps your sales history complete.
Operations managers
You need customer documents organised the moment a new account is registered, but administrative delays mean files sit unorganised for days — connecting these apps means every new record in NetHunt CRM automatically provisions the correct Sharepoint folder structure without manual intervention.
🤝
Account executives
You answer to clients who expect immediate access to onboarding documentation, but tracking down agreements across separate drives causes frustrating delays — this integration means every client record update instantly aligns with your Sharepoint repositories so you never miss a handover.
📊
Customer success leads
The volume of inbound client accounts is too high for your team to manually provision folders and update tracking sheets by hand — automating both apps means every record created in NetHunt CRM triggers instant Sharepoint organisation at scale.
🎯
Project coordinators
You own the project execution phase and depend on sales reps to hand over client details and documents from NetHunt CRM before you can begin work — connecting these apps means every sales record automatically creates your project folder in Sharepoint with all attached data.
🔍
Compliance officers
You need a reliable audit trail of every customer record and associated document, but manual filing often leaves critical gaps in your storage history — with this integration, every NetHunt CRM modification links directly to its counterpart in Sharepoint.
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 NetHunt CRM + Sharepoint

Build and manage your NetHunt CRM + 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 NetHunt CRM + 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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in $19.99

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Frequently Asked Questions

How do I connect NetHunt CRM to Sharepoint?
Frequently Asked Questions
You can connect NetHunt CRM to Sharepoint in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with Slack, Gmail, and HubSpot.
Can I automatically create Sharepoint folders when a new NetHunt CRM record is created?
Frequently Asked Questions
Can I connect NetHunt CRM, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for NetHunt CRM and Sharepoint?
Frequently Asked Questions
How does NetHunt CRM data trigger Sharepoint folder creation?
Frequently Asked Questions
Can Sharepoint file uploads update NetHunt CRM records?
Frequently Asked Questions
Do I need coding skills to automate NetHunt CRM and Sharepoint?
Frequently Asked Questions
Is the NetHunt CRM and Sharepoint integration free?
Frequently Asked Questions
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You Can Also Connect NetHunt CRM or Sharepoint With 1500+ Other Apps

NetHunt CRM
Popular NetHunt CRM Integrations
Connect NetHunt CRM to marketing, customer support, and email tools to nurture leads and close deals faster.
Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with document management, cloud storage, and productivity suites to keep company knowledge organised.