Bitrix24 + Sharepoint Integration

Integrate Bitrix24 to Sharepoint in one click, or tell Integrately AI how you want each lead handled. Create folders, upload documents, update records, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for Bitrix24 + Sharepoint Integration

Capture leads, create folders, upload documents, update records, and keep teams aligned, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Bitrix24 + Sharepoint flow

Streamline document management, CRM updates, and team notifications across your entire business stack. Pick a combination and activate it in one click.

Bitrix24
Sharepoint
+
HubspotHubspot (8)
+
Microsoft TeamsMicrosoft Teams (8)
+
SlackSlack (8)
B
S
H
Create a Sharepoint file and a Hubspot contact whenever a new Bitrix24 lead is created.
New Bitrix24 leads instantly generate a Sharepoint file and a matching contact in Hubspot, eliminating manual data entry.
B
S
H
Create a Sharepoint folder and a follow-up Hubspot task when a new Bitrix24 lead is created.
Organize client documents in Sharepoint and assign a follow-up task in Hubspot automatically for every new Bitrix24 lead.
B
S
H
When a Bitrix24 deal is updated, update the matching Sharepoint folder and Hubspot deal.
Keep your Sharepoint storage and Hubspot pipeline synchronized whenever a deal status changes in Bitrix24.
B
S
H
Create a Sharepoint document link and a Hubspot task when a Bitrix24 task is created.
Generate a Sharepoint file link and assign a corresponding Hubspot task whenever a new task is created in Bitrix24.
B
S
H
If a Bitrix24 lead is updated, upload the new details to Sharepoint and update the Hubspot record.
Keep your Sharepoint files and Hubspot contacts synchronised whenever lead information changes in Bitrix24.
B
S
H
When a Bitrix24 company is updated, search Sharepoint folders and update the company in Hubspot.
Ensure company records and Sharepoint documentation reflect recent updates made in Bitrix24.
B
S
C
H
Use ChatGPT to summarise new Bitrix24 leads, save the summary in Sharepoint, and create a Hubspot contact.
Extract key insights from new Bitrix24 leads using ChatGPT, store the summary in Sharepoint, and create a Hubspot contact.
B
S
H
A
Create a Sharepoint folder for every new Bitrix24 lead, create a Hubspot contact, and set up a task in Asana.
Streamline onboarding by creating a Sharepoint folder, a Hubspot contact, and an Asana task for every new Bitrix24 lead.

Supported triggers and actions for Bitrix24 and Sharepoint

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
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Instant
Lead is updated in Bitrix24
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Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
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Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
Try it →
Instant
Contact is updated in Bitrix24
Try it →
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
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Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create quote in Bitrix24
Creates a new quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Update quote in Bitrix24
Updates an existing quote
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Search contact in Bitrix24
Finds and retrieves contact information
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
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Add comment in Bitrix24
Adds a comment to a record
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
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Create list in Sharepoint
Generates a new list
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Create list item in Sharepoint
Adds a new item to a list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Bitrix24 + Sharepoint?

Streamline your workflows by connecting Bitrix24 triggers to Sharepoint actions instantly.

What you can automate?
📁
Create Sharepoint folders from new Bitrix24 leads
Automatically initialize a dedicated document folder in Sharepoint the moment a new lead is created in Bitrix24. Eliminate manual folder creation and keep client files organised from day one.
📄
Upload quote and contract documents instantly
Capture quote details from Bitrix24 and upload the corresponding files directly into Sharepoint. Ensure your document repository always matches your active sales pipeline.
🔔
Alert team members on record updates
Trigger immediate notifications when Bitrix24 leads or deals are updated. Keep stakeholders informed across your communication channels without manual status checks.
🔀
Route records based on submitted criteria
Organise documents differently depending on specific fields submitted in Bitrix24. Direct enterprise accounts to priority folders and standard accounts to general storage automatically.
🔄
Keep file storage updated as deals progress
Reflect pipeline changes in Sharepoint whenever Bitrix24 deals are updated or closed. Ensure your document storage evolves alongside your CRM status.
🔍
Search existing folders before creating new items
Look up existing folders by name in Sharepoint before uploading files or updating records, preventing duplicate entries and keeping your directory clean.
📋
Manage tasks and file links seamlessly
Generate shareable file links in Sharepoint whenever tasks are created in Bitrix24, giving your team immediate access to necessary project documentation.
💬
Extend workflows to team messaging tools
Combine Bitrix24 and Sharepoint with Slack or Microsoft Teams to announce new lead folders and document uploads to your entire department instantly.
And much more...

Who is Bitrix24 + Sharepoint integration for?

Teams managing customer relationships in Bitrix24 and documentation in Sharepoint eliminate manual file organisation and data syncing bottlenecks.

Operations Managers
Operations Managers
Sales Directors
Sales Directors
Account Executives
Account Executives
Support Teams
Support Teams
Project Managers
Project Managers
Compliance Officers
Compliance Officers
📈
Operations Managers
You rely on accurate pipeline and document metrics to report on team progress, but manual file creation leaves your dashboards outdated — this integration means every new Bitrix24 lead instantly generates a Sharepoint folder and your reports stay current.
Sales Directors
Your sales team needs immediate access to client files the moment a prospect converts in Bitrix24, but manual setup delays follow-ups — automating both apps means folder creation happens instantly and your reps can engage prospects without waiting.
🤝
Account Executives
You handle client communications and need client documentation organized in Sharepoint immediately after a Bitrix24 deal closes, but manual filing causes bottlenecks — with this integration, client folders are created and populated the second a deal is logged.
📊
Support Teams
High volumes of incoming client requests in Bitrix24 make it difficult to maintain organised records in Sharepoint by hand, leading to lost documents — connecting these apps means every request automatically triggers the correct file setup without manual effort.
🔄
Project Managers
You depend on upstream lead and deal data from Bitrix24 to set up project workspaces in Sharepoint, but manual handoffs cause delays — automating both apps means project storage is initialized the moment a deal is confirmed.
📁
Compliance Officers
Maintaining a reliable audit history requires every Bitrix24 record to have a corresponding Sharepoint document trail, but manual filing creates gaps — integrating these apps means every record and file stay perfectly matched across systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Bitrix24 + Sharepoint

Build and manage your Bitrix24 + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Bitrix24 to Sharepoint?
Frequently Asked Questions
You can connect Bitrix24 to Sharepoint using 1-click automations on Integrately. Start with a ready template or ask Integrately AI to build your custom workflow alongside apps like Hubspot and Slack.
Can I automatically create a Sharepoint folder when a Bitrix24 lead is created?
Frequently Asked Questions
Can I connect Bitrix24, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Sharepoint?
Frequently Asked Questions
How does Bitrix24 handle lead data during integration?
Frequently Asked Questions
How does Sharepoint manage files created by automation?
Frequently Asked Questions
Can I automate Bitrix24 and Sharepoint workflows without coding?
Frequently Asked Questions
Is the Bitrix24 and Sharepoint integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Sharepoint With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
Connect Bitrix24 to CRMs, project management, and analytics tools to streamline your team collaboration and deal pipelines.
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Sharepoint
Popular Sharepoint Integrations
Sync SharePoint with document storage, reporting, and communication tools to keep your important files accessible anywhere.