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Close + Sharepoint Integrations

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Example workflows
Triggers and actions
Close + your other apps
Sharepoint + your other apps
FAQ

Close + Sharepoint integrations

Connect Close to Sharepoint in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Sharepoint, and many other popular SaaS applications.

Check below for example workflows using Close and Sharepoint, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Sharepoint workflows

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Automatically move drive item to folder in Sharepoint for each lead added in Close

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Create lead automatically in Close for each list item added in Sharepoint

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Copy drive item automatically in Sharepoint for each contact added in Close

Try it

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Automatically update lead in Close for each drive item added in Sharepoint

Try it

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Upload drive item automatically in Sharepoint for each opportunity added in Close

Try it

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Sharepoint Actions

Document library

Find document library(ies)

Drive item

content_copy

Copy drive item

Find drive item(s)

move_up

Move drive item to folder

edit

Rename drive item

edit

Update drive item

upload_file

Upload drive item

Folder

add

Create folder

Find folder(s)

move_up

Move folder to folder

edit

Rename folder

List

add

Create list

Find list(s)

List item

add

Create list item

Find list item(s)

edit

Update list item

Site

Find site(s)

Sharepoint Triggers

Drive item

edit

Drive item changed

target

Drive item first meets conditions

add

New drive item added

List item

edit

List item changed

target

List item first meets conditions

add

New list item added

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Sharepoint integration

Select a trigger in Close

Select an action in Sharepoint

Create your workflow

Or automate Sharepoint + Close

Select a trigger in Sharepoint

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Sharepoint to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Sharepoint with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Sharepoint to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Sharepoint to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Sharepoint?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Sharepoint—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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