Microsoft SharePoint and Salesforce automations — Sales & Leads

Ready-made scenarios where Microsoft SharePoint and Salesforce work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

49 scenarios

New deals in Salesforce — Deleting records in Microsoft SharePoint
Updated leads in salesforce — Deleting records in Microsoft SharePoint
New deals in Salesforce — Updating records in Microsoft SharePoint
Leads from Salesforce become items in Microsoft SharePoint
New files in Microsoft SharePoint — Leads in Salesforce
New deals in Salesforce — Records in Microsoft SharePoint
Updated records in Microsoft SharePoint — Contacts in Salesforce
New form responses in JotForm — Contacts in Salesforce
New contacts in Salesforce — Records in Microsoft SharePoint
New deals in Salesforce — Deleting records in Microsoft SharePoint
New attendees in eventbrite — Records in Microsoft SharePoint — variant 2
New records in Microsoft SharePoint — Contacts in Salesforce
A new contact — instantly a card on your task board
New records in Microsoft SharePoint — Deals in Salesforce
New records in Microsoft SharePoint — Leads in Salesforce
Updated records in Microsoft SharePoint — Updating contacts in Salesforce
New Salesforce land in Microsoft SharePoint by themselves
New subscribers in mailerLite — Records in Microsoft SharePoint
New leads in Salesforce — Webinar registrants in zoom
Records in Microsoft SharePoint from Salesforce opportunities
New webinar registrants in zoom — Contacts in Salesforce — variant 2
New Salesforce contacts — enriched via hunter, saved to Amo Crm and Microsoft SharePoint
Form submissions into a sheet and support
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Invoices from a folder — straight into CRM deals
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
An AI assistant over your CRM in any messenger
BANT call qualification and CRM handling — on autopilot