Olark + Sharepoint Integration
Integrate Olark to Sharepoint in one click, or tell Integrately AI how you want each chat handled. Save visitor transcripts automatically, organize files, create list items, and keep your internal knowledge base current.
Free forever.Use premium features free for 14 days.1.
Transcript is received in Olark Instant
File is created in folder in Sharepoint- Folder is created in Sharepoint
2.
- Create list in Sharepoint
- Create list item in Sharepoint
- Search site in Sharepoint
- Create folder in Sharepoint
- Search folder by name in Sharepoint
- Upload file in Sharepoint
- Search file by name in Sharepoint
- Download file in Sharepoint
- Create a shareable link of the File/Folder in Sharepoint
Trusted by experts at...
Ready Workflows for Olark + Sharepoint Integration
Save chat transcripts, create list items, organize files, update folders, and keep your documentation current, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Olark + Sharepoint flow
Notify your team on messaging apps, log details in CRMs, and trigger immediate follow-up tasks once your chats reach SharePoint. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Zendesk (2)
Zendesk (2) +
Salesforce (2)
Salesforce (2) +
Google Drive (2)
Google Drive (2) +
Gmail (2)
Gmail (2) +
Microsoft Teams (2)
Microsoft Teams (2) O
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Save every new Olark chat transcript to your SharePoint folder, and notify your sales channel in Slack
New Olark chat transcripts appear in your SharePoint folder instantly and your sales channel hears about it in Slack, so nobody misses a visitor enquiry.
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When a new Olark chat transcript is received, create a SharePoint list item and alert your support channel in Slack
Capture visitor details from Olark straight into a SharePoint list while instantly alerting your support team on Slack.
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If an Olark chat mentions billing, upload the transcript to your SharePoint financial folder and notify finance on Slack
Route billing-related Olark chats directly into dedicated SharePoint folders and alert your finance team on Slack.
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Use Claude to analyse every Olark chat transcript, save the summary in SharePoint, and brief your team in Slack
Claude summarises visitor chats from Olark before saving the brief in SharePoint and notifying your team in Slack.
Supported triggers and actions for Olark and Sharepoint
Mix and match to build the exact automation you need
Olark Triggers & Actions
Instant
Transcript is received in Olark
Triggers the automation when a new transcript is created
Try it → What can you automate with Olark + Sharepoint?
Streamline your live chat archiving, document management, and team notifications with robust automation workflows.
💬
Save chat transcripts to SharePoint automatically
Capture every visitor conversation from Olark and store it directly in your SharePoint folder the moment the chat concludes. Eliminate manual downloading and keep your archives complete.
📋
Capture every submitted field in list items
Map visitor contact details, custom survey answers, and chat metadata into separate SharePoint list columns. Your lists become a structured database for review and follow-up.
🔔
Notify your team as soon as chats arrive
Alert support and sales channels on Slack or Microsoft Teams the instant an Olark transcript is saved to SharePoint. Ensure rapid response times for every website visitor.
🔀
Route records based on submitted chat keywords
Trigger different actions depending on what the visitor writes in chat. Send billing inquiries to financial folders and technical questions to support lists automatically.
📁
Organize transcripts into dedicated folders
Create new folders or search existing SharePoint directories dynamically based on visitor attributes. Keep your document storage clean and well-structured.
🔄
Update list items instead of creating duplicates
Search existing SharePoint lists for returning visitors before creating new entries. Keep your database streamlined and free from redundant records.
🏷️
Handle conversation status updates efficiently
Log resolved chats, flagged inquiries, or escalated support sessions into appropriate SharePoint directories as conversation states change.
⚡
Extend your workflow with third-party apps
Connect your Olark and SharePoint automation with Slack, Zendesk, Salesforce, or Gmail to trigger multi-step team workflows in a single click.
And much more...
Who is Olark + Sharepoint integration for?
Customer support teams, IT administrators, and operations managers connecting live chat transcripts to secure document repositories to keep internal records instantly updated.
Support analysts
Customer success managers
Operations coordinators
Live chat supervisors
Helpdesk specialists
Compliance officers
📈
Support analysts
You're reviewing visitor inquiries and chat logs, but your SharePoint records only update when someone manually exports transcripts, so the volume metrics you report are always outdated — with this integration, every new chat transcript lands in SharePoint instantly and your reporting stays accurate.
⚡
Customer success managers
You need to act fast on website visitor requests, but critical chat details sit trapped in Olark until someone checks the inbox, so you find out about escalations too late — automating both apps means every chat transcript is saved to SharePoint and alerts your team right away.
📋
Operations coordinators
You answer to department heads who want to see daily chat summaries, but assembling records by hand leads to missing logs and inconsistent tracking — this integration means every conversation is filed in SharePoint automatically and your documentation is always audit-ready.
🔄
Live chat supervisors
The volume of daily visitor conversations is too high for anyone to keep up by hand, so important client questions slip through the cracks — connecting these apps means every chat transcript is archived in SharePoint without manual intervention.
👥
Helpdesk specialists
You own the technical follow-up and depend on live chat agents to hand over complete visitor details, but notes are frequently incomplete — with this integration, structured chat records flow straight from Olark into SharePoint lists so you can start troubleshooting immediately.
🗂️
Compliance officers
You need a reliable conversation history for auditing purposes, but manual archiving keeps missing recent visitor sessions, creating dangerous gaps in your logs — automating both apps means every Olark transcript is securely stored in SharePoint with zero omissions.
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 Olark + Sharepoint
Build and manage your Olark + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Olark + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Olark + Sharepoint Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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750 Tasks
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Olark to Sharepoint?
You can connect Olark to Sharepoint in 1-click using ready-made workflows on Integrately or ask Integrately AI to build the automation for you. It seamlessly links Olark with Sharepoint along with Slack, Zendesk, Salesforce, Google Drive, Gmail, and Microsoft Teams.
Can I automatically save Olark chat transcripts into SharePoint folders?
Can I connect Olark, Sharepoint, and Slack?
What is a good Zapier alternative for Olark and Sharepoint?
How are chat transcripts from Olark handled in SharePoint?
Can I create SharePoint list items from Olark visitor chats?
Do I need coding skills to automate Olark and SharePoint?
Is the Olark and Sharepoint integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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