New files in Microsoft SharePoint — Leads in Zoho CRM

The scenario catches new files in Microsoft SharePoint and creates leads in Zoho CRM. Runs on its own, no manual copying.

  • Data from files in Microsoft SharePoint turns into contacts in Zoho CRM on its own.
  • You don't retype what's already in the document.
  • Nobody from the files you receive gets lost.
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How it works

To pass leads from Microsoft SharePoint to Zoho CRM automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Google Drive
  3. Then: Pipedrive

You can launch this Microsoft SharePoint + Zoho CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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