Microsoft SharePoint and Zoho CRM automations — Sales & Leads

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

41 scenarios

New files in Microsoft SharePoint — Leads in Zoho CRM
New records in Microsoft SharePoint — Deals in Zoho CRM
New subscribers in mailerLite — Records in Microsoft SharePoint
New subscribers in Mailchimp — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Contacts in Zoho CRM
New form responses in JotForm — Contacts in Zoho CRM
New contacts in Autopilot — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Leads in Zoho CRM
Updated records in Microsoft SharePoint — Updating contacts in Zoho CRM
New deals in Zoho CRM — Records in Microsoft SharePoint
New attendees in eventbrite — Records in Microsoft SharePoint — variant 2
Updated records in Microsoft SharePoint — Contacts in Zoho CRM
New deals in Zoho CRM — Deleting records in Microsoft SharePoint
New Zoho CRM land in Microsoft SharePoint by themselves
New HubSpot contacts — enriched via hunter, saved to Zoho CRM and Microsoft SharePoint
Found: customers in Get Course — Records in Microsoft SharePoint
New webinar registrants in zoom — Contacts in Zoho CRM — variant 2
New leads in Zoho CRM — Webinar registrants in zoom
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
Client renewal reminders — ahead of time
Capture and route leads from every channel
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
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