Crisp + Sharepoint Integration

Integrate Crisp to Sharepoint in one click, or tell Integrately AI how you want each conversation handled. Capture customer inquiries, create folders, upload attachments, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Crisp
    Create contact in Crisp
  • Crisp
    Search contact in Crisp
  • Crisp
    Update contact in Crisp
  • Crisp
    Add a user event in Crisp
  • Crisp
    Search conversation in Crisp
  • Crisp
    Set contact custom data in Crisp
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list 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 Crisp + Sharepoint Integration

Capture customer queries, create matching folders, organise files, and update your records, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Crisp + Sharepoint flow

Capture support queries in your communication platform, organise documents in your storage tool, and sync everything with your CRM or team workspace. Pick a combination and activate it in one click.

Crisp
Sharepoint
+
Microsoft TeamsMicrosoft Teams (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
Jira Software CloudJira Software Cloud (4)
+
ZendeskZendesk (4)
+
Google DriveGoogle Drive (4)
C
S
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Create a Sharepoint folder for every new Crisp conversation, and notify your support channel on Microsoft Teams.
New Crisp conversations automatically generate a corresponding Sharepoint folder while notifying your Microsoft Teams channel, eliminating manual file organisation.
C
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Log every Crisp message received into Sharepoint, and post an update in Microsoft Teams.
Capture incoming Crisp messages directly into Sharepoint documents and alert your team instantly on Microsoft Teams.
C
S
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When a Crisp conversation session is updated, update the file in Sharepoint and notify Microsoft Teams.
Keep Sharepoint records synchronized whenever conversation sessions change in Crisp, and notify your team on Microsoft Teams.
C
S
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Use Claude to summarise Crisp messages, save the summary in Sharepoint, and alert Microsoft Teams.
Use Claude to analyse Crisp messages, store the brief in Sharepoint, and notify your team on Microsoft Teams.

Supported triggers and actions for Crisp and Sharepoint

Mix and match to build the exact automation you need

Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
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Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
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Instant
Message is received in Crisp
Triggers the automation when a new message is received
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Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
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Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
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Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
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Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
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Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
Try it →
Create contact in Crisp
Adds a new contact to the database
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Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
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Set contact custom data in Crisp
Sets custom data for a contact
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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 item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new 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
Try it →
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
Try it →
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 Crisp + Sharepoint?

Streamline your support documentation and file management by connecting communication events directly to your secure storage repository.

What you can automate?
📁
Automatically create folders for new chats
Set up a new Sharepoint folder the moment a conversation is created in Crisp. Eliminate manual directory creation and keep every customer discussion structured right from the start.
📄
Capture every message into document storage
Upload message transcripts and attachments received in Crisp directly into your Sharepoint folders. Maintain complete historical records without manual downloading.
🔔
Notify your team instantly on communication
Trigger team alerts in messaging apps whenever new files are uploaded or folders are generated from Crisp interactions. Keep stakeholders informed in real time.
🔀
Route records based on custom data fields
Apply conditional routing based on conversation custom data in Crisp to store files in specific Sharepoint directories depending on client tier or topic.
🔄
Keep document repositories synchronized
Update existing Sharepoint folders and files automatically whenever conversation sessions are modified or updated in Crisp. Keep all records accurate and current.
🔍
Search and update existing folders
Look up existing folders by name in Sharepoint before adding new files or updates from Crisp interactions, preventing duplicate directory creation.
📊
Handle status changes and updates
Reflect conversation status changes from Crisp directly inside your Sharepoint file metadata to track active and resolved client interactions effortlessly.
🌐
Extend workflows to external team apps
Connect your core Crisp and Sharepoint flow with tools like Slack, HubSpot, or Zendesk to trigger multi-step team actions automatically.
And much more...

Who is Crisp + Sharepoint integration for?

Support leaders, documentation managers, and client success teams eliminate manual file sorting and scattered chat histories, making customer communication flow directly into secure shared storage.

Support Operations Managers
Support Operations Managers
Customer Support Leads
Customer Support Leads
Client Success Specialists
Client Success Specialists
Support Team Coordinators
Support Team Coordinators
Document Management Specialists
Document Management Specialists
Compliance Officers
Compliance Officers
📈
Support Operations Managers
You review support volumes and chat trends every week, but your storage folders only update when someone manually exports conversations, so your report counts are always hours behind — with this integration, every new conversation creates a Sharepoint folder instantly and your document archives stay current.
Customer Support Leads
You need to act fast on incoming customer requests in Crisp, but finding and creating document folders by hand slows down your team — connecting these apps means every conversation automatically provisions a Sharepoint folder so your agents can store files without delay.
🤝
Client Success Specialists
You answer to key clients who expect organized records of every discussion, but chat logs remain trapped in your communication tool — automating both apps means every message and file lands securely in Sharepoint so your clients always have transparent access to project documentation.
📋
Support Team Coordinators
The message volume in Crisp is too high for anyone to manually keep up with folder creation and file management — this integration means every single customer interaction automatically generates the right Sharepoint structure without missing a single ticket.
🔄
Document Management Specialists
You depend on support agents to hand over customer files and conversation transcripts so you can update internal repositories, but manual transfers often get overlooked — with this integration, every customer file flows directly from Crisp into Sharepoint without manual bottlenecks.
🗂️
Compliance Officers
You need a reliable audit history of all customer communications, but keeping manual logs results in gaps and missing conversation records — automating these apps means every session update and message is securely captured in Sharepoint with complete historical accuracy.
Our team

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

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Why choose Integrately to automate Crisp + Sharepoint

Build and manage your Crisp + 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 Crisp + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Crisp to Sharepoint?
Frequently Asked Questions
You can connect Crisp to Sharepoint in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations involving Slack, Microsoft Teams, and other apps.
Can I automatically create Sharepoint folders when new conversations start in Crisp?
Frequently Asked Questions
Can I connect Crisp, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Crisp and Sharepoint?
Frequently Asked Questions
How does Crisp handle conversation data during file syncing to Sharepoint?
Frequently Asked Questions
Can Sharepoint folders be searched and updated automatically from Crisp messages?
Frequently Asked Questions
Do I need coding skills to automate Crisp and Sharepoint?
Frequently Asked Questions
Is the Crisp and Sharepoint integration free?
Frequently Asked Questions
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You Can Also Connect Crisp or Sharepoint With 1500+ Other Apps

Crisp
Popular Crisp Integrations
Connect Crisp to messaging platforms, CRM tools, and support systems to manage customer communications effectively.
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Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with document editors, project management software, and cloud storage to keep enterprise files accessible.