Can Sharepoint connect with Zoho CRM?

Yes, Sharepoint can connect with Zoho CRM using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Sharepoint and Zoho CRM. Configure nodes for Sharepoint and Zoho CRM in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Sharepoint’s API with n8n?

Yes, with n8n, you can programmatically interact with Sharepoint’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Zoho CRM’s API with n8n?

Yes, with n8n, you can programmatically interact with Zoho CRM’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Sharepoint and Zoho CRM?

Yes, it is safe to use n8n to integrate Sharepoint and Zoho CRM. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Sharepoint and Zoho CRM integration in n8n.io?

To start integrating Sharepoint and Zoho CRM in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

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Sharepoint

Zoho CRM

Sharepoint and Zoho CRM integration

Save yourself the work of writing custom integrations for Sharepoint and Zoho CRM and use n8n instead. Build adaptable and scalable Productivity, Communication, and Sales workflows that work with your technology stack. All within a building experience you will love.

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How to connect Sharepoint and Zoho CRM

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Sharepoint and Zoho CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Zoho CRM and Sharepoint (using the HTTP Request node)

You can find Zoho CRM and Sharepoint nodes in the nodes panel and drag them onto your workflow canvas. Zoho CRM node comes with pre-built credentials and supported actions. Sharepoint can be set up with the HTTP Request node using a pre-configured credential type. The HTTP Request node makes custom API calls to Sharepoint. Configure Zoho CRM and Sharepoint nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Zoho CRM and Sharepoint integration: Add and configure Zoho CRM and Sharepoint nodes

Step 3: Connect Zoho CRM and Sharepoint

A connection establishes a link between Zoho CRM and Sharepoint (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Zoho CRM and Sharepoint integration: Connect Zoho CRM and Sharepoint

Step 4: Customize and extend your Zoho CRM and Sharepoint integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Zoho CRM and Sharepoint with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Zoho CRM and Sharepoint integration: Customize and extend your Zoho CRM and Sharepoint integration

Step 5: Test and activate your Zoho CRM and Sharepoint workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Zoho CRM to Sharepoint or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Zoho CRM and Sharepoint integration: Test and activate your Zoho CRM and Sharepoint workflow

Build your own Sharepoint and Zoho CRM integration

Create custom Sharepoint and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported methods for Sharepoint

Delete

Get

Head

Options

Patch

Post

Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.

Zoho CRM supported actions

Create

Create an account

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Update

Update an account

Create

Create a contact

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a deal

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create an invoice

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an invoice

Get

Get an invoice

Get Many

Get many invoices

Update

Update an invoice

Create

Create a lead

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Fields

Get lead fields

Get Many

Get many leads

Update

Update a lead

Create

Create a product

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a product

Get

Get a product

Get Many

Get many products

Update

Update a product

Create

Create a purchase order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a purchase order

Get

Get a purchase order

Get Many

Get many purchase orders

Update

Update a purchase order

Create

Create a quote

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a quote

Get

Get a quote

Get Many

Get many quotes

Update

Update a quote

Create

Create a sales order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a sales order

Get

Get a sales order

Get Many

Get many sales orders

Update

Update a sales order

Create

Create a vendor

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a vendor

Get

Get a vendor

Get Many

Get many vendors

Update

Update a vendor

Sharepoint and Zoho CRM integration details

The SharePoint app is a mobile and desktop application that provides access to Microsoft SharePoint, enabling users to collaborate, share documents, manage content, and access company resources and sites on-the-go.

Sharepoint credentials docs

Using predefined credential types

See Sharepoint integrations

Related categories

Productivity

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

Zoho CRM node docs + examples

Zoho CRM credential docs

See Zoho CRM integrations

Related categories

Communication

Sales

Other integrations with Zoho CRM