Connect Microsoft SharePoint Online and Salesforce integrations
Connect Microsoft SharePoint Online and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Microsoft SharePoint Online and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a file or folder is created or updated in a specified site.
Triggers when an item on a specified list is created or modified.
Triggers when a list is created or modified.
Triggers when a page is modified.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Microsoft SharePoint Online and Salesforce integrations.
Create custom Microsoft SharePoint Online and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a folder in OneDrive.
Creates a new bulk data job.
Creates a new list.
Creates a new record in an object.
Creates a new item.
Deletes a record.
Deletes an Item.
Downloads a file from a specified site.
Connect any app with Microsoft SharePoint Online and Salesforce
Popular Microsoft SharePoint Online and Salesforce workflows.
Looking to get more out of Microsoft SharePoint Online and Salesforce? With Make you can visually integrate Microsoft SharePoint Online and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Upload files to Microsoft SharePoint from SFTP server triggers
Automatically upload new files from your SFTP server to Microsoft SharePoint, ensuring seamless file management and collaboration across platforms.
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Create a new SharePoint item for every new Survey123 submission
Streamline your data collection process by automatically transferring new survey submissions from Survey123 to Microsoft SharePoint. With this template, every time a new response is submitted in Survey123, Make will create a corresponding item in your SharePoint list, ensuring that all your data is organized and easily accessible. This integration enhances your workflow efficiency and helps you manage survey data effectively.
TRY IT ->Create a responsible record in Salesforce from a custom webhook
Streamline your lead management process by integrating custom webhooks with Salesforce. This template allows you to automatically create a responsible record in Salesforce every time a custom webhook is triggered. Enhance your data collection and ensure that every lead is promptly recorded, improving your team's efficiency and response time. Perfect for businesses looking to automate their workflows and maintain accurate records in Salesforce.
TRY IT ->Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.
TRY IT ->Enrich lead's company data, create leads in Salesforce and send Slack notifications
Optimize your lead generation process by enriching company data, integrating with Salesforce, and sending Slack messages for improved communication and business growth.
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