Freshworks CRM and Microsoft SharePoint automations

Ready-made scenarios where Freshworks CRM and Microsoft SharePoint work for you: pick one — a copy appears in your account and runs on its own.

111 scenarios

New notes in Freshworks CRM — Updating records in Microsoft SharePoint
New tasks in Freshworks CRM — Updating records in Microsoft SharePoint
New Freshworks CRM land in Microsoft SharePoint by themselves
New deals in Freshworks CRM — Records in Microsoft SharePoint
New form responses in Formstack — Records in Microsoft SharePoint
Updated contacts in Freshworks CRM — Records in Microsoft SharePoint
New contacts in Freshworks CRM — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Contacts in Freshworks CRM
New subscribers in Mailchimp — Records in Microsoft SharePoint
New files in Microsoft SharePoint — Notes in Freshworks CRM
New files in Microsoft SharePoint — Updating notes in Freshworks CRM
New files in Microsoft SharePoint — Updating tasks in Freshworks CRM — variant 2
New files in Microsoft SharePoint — Updating contacts in Freshworks CRM
Tasks from one Microsoft SharePoint land on the other board
New bookings in freshworksCrm — Records in Microsoft SharePoint
Updated contacts in Freshworks CRM — Updating files in Microsoft SharePoint
New tasks in Freshworks CRM — Updating files in Microsoft SharePoint
New form responses in JotForm — Contacts in Freshworks CRM
New deals in Freshworks CRM — Deleting records in Microsoft SharePoint
Updated accounts in Freshworks CRM — Uploading files in Microsoft SharePoint
New contacts in Freshworks CRM — Uploading files in Microsoft SharePoint
Updated deals in Freshworks CRM — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Tasks in Freshworks CRM
New records in Microsoft SharePoint — Accounts in Freshworks CRM
Updated accounts in Freshworks CRM — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Deals in Freshworks CRM
New files in Microsoft SharePoint — Tasks in Freshworks CRM
New contacts in Freshworks CRM — Updating records in Microsoft SharePoint
New contacts in Autopilot — Records in Microsoft SharePoint
Updated records in Microsoft SharePoint — Contacts in Freshworks CRM
New notes in Freshworks CRM — Records in Microsoft SharePoint
New files in Microsoft SharePoint — Contacts in Freshworks CRM — variant 2
Updated deals in Freshworks CRM — Updating records in Microsoft SharePoint
New attendees in eventbrite — Records in Microsoft SharePoint — variant 2
Updated contacts in Freshworks CRM — Updating records in Microsoft SharePoint
Updated records in Microsoft SharePoint — Notes in Freshworks CRM
New tasks in Freshworks CRM — Records in Microsoft SharePoint
Updated records in Microsoft SharePoint — Updating contacts in Freshworks CRM
WooCommerce orders — a Microsoft SharePoint record and a Freshworks CRM deal
New HubSpot contacts — enriched via hunter, saved to Freshworks CRM and Microsoft SharePoint
New deals in Freshworks CRM — Records in Microsoft SharePoint
Found: customers in Get Course — Records in Microsoft SharePoint
New webinar registrants in zoom — Contacts in Freshworks CRM — variant 2
Move tasks from Freshworks CRM to Microsoft SharePoint
New notes in Freshworks CRM — Records in Microsoft SharePoint
Form submissions into a sheet and support
Gauging callers' mood and personalized texts through twilio
Pipedrive deals — a Freshworks CRM contact and a Microsoft SharePoint record
Data shaped to the table format — prepared automatically before writing
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
An idea from your notes into a ready plan to approve
Stuck tickets, followed up automatically
Resumes from a folder into a candidate card and a hiring task
Feedback sorted by sentiment — and every complaint becomes a ticket
Leads from a post's likes and comments — straight to your CRM
Data-load failure monitoring with tasks and alerts
Team-capacity tracking with over-allocation alerts
Urgent emails from key clients, turned straight into tasks
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Topic legislation tracker with tasks
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Client renewal reminders — ahead of time
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Failed-login detection with tickets and alerts
Collect client reviews and summarize them to chat automatically
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
CRM deals synced to a sheet, with a daily email summary
Shipping quotes delivered right in the customer chat
Automatic follow-ups for prospects who went quiet
Incident response — ticket, alert, and report in seconds
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Turn security-scanner findings into tasks — no duplicates
Content ideas from your audience's real pain points
Invoices from email into accounting, with approval
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
IT tickets by voice from Telegram — straight into Freshworks CRM
Reorder recommendations from your stock table — automatically
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Automatic scenario check with an error report
A satisfaction survey after every deal, with replies sorted
Customer feedback sorted into themes, tasks and a weekly report
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker