Microsoft Sharepoint and Salesforce integration + automation

Microsoft Sharepoint and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Microsoft Sharepoint and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Uses

All

Category

Collaboration

Connector type

Tray Connector

Triggers

None

Operations

Create folder, Create item, Delete drive item, Download file, Get item, Get list item, Get site, List children, List list items, List list items fields DDLShow all

See documentation >

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >
niels-fogt-headshot-color

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth

White New Relic Logo

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Microsoft SharepointSalesforce logo

Microsoft Sharepoint + Salesforce

Rapid Salesforce + Sharepoint integrations

Rapidly share crucial sales insights to win more deals and boost sales productivity with Salesforce + Sharepoint integrations. Our low-code, 100% visual interface makes it easy for any business user to bi-directionally sync Salesforce + Sharepoint with any data source. You can connect email, flat files (such as CSVs), webhooks, FTP, and all your favorite tools, even using data within custom fields.

Need Salesforce + Sharepoint connectors to boost sales collaboration and rapidly share files with any team, stakeholder, or contributor? You can use our drag-and-drop builder to rapidly stand up custom Salesforce + Sharepoint integrations, without relying on IT support. Connect your entire tech stack to build hyper-efficient sales processes and drive alignment across teams.

Seamlessly embed file and resource sharing throughout your sales processes with powerful Salesforce + Sharepoint automation. You can design multi-step, automated workflows that streamline sales record management, enable sales reps faster, and promote better data hygiene across all your tools and teams.

Popular Collaboration and Customer Relationship Management (CRM) Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

cisco
Segment
Eventbrite
Udemy
eHealth - Full
HackerOne
Arm
Mixpanel
Typeform
Thryv

The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

Tray offers solutions for marketers

How Automation is Changing the Face of Business

Discover how
hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

Read Blog
Automate-the-Entire-Lead-Lifecycle-Guide

Automate the entire lead lifecycle

Get the guide
Vox Media is a happy Tray.io customer

Vox Media connects and automates pre- and post-sales to streamline workflow

Read the story
business-automation blog post cover image

GDPR compliance for US companies: What you need to know

Read blog