Marketo + Sharepoint Integration
Integrate Marketo to Sharepoint in one click, or tell Integrately AI how you want each lead handled. Create or update persons, sync records, search data, and organise files automatically.
Free forever.Use premium features free for 14 days.1.
File is created in folder in Sharepoint- Folder is created in Sharepoint
2.
Create or update person in Marketo- Add Person to a list in Marketo
- Search person in Marketo
- Create or update custom object record in Marketo
- Create or update opportunity in Marketo
- Search Opportunity in Marketo
- Search custom object record in Marketo
- Search site in Sharepoint
- Create list item in Sharepoint
- Create list in Sharepoint
- Create folder in Sharepoint
- Search folder by name in Sharepoint
- Upload file in Sharepoint
- Search file by name in Sharepoint
- Download file in Sharepoint
- Create a shareable link of the File/Folder in Sharepoint
Trusted by experts at...
Ready Workflows for Marketo + Sharepoint Integration
Create persons from new files, organise folders, search records, update opportunities, and manage customer engagement, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Marketo + Sharepoint flow
Send notifications, manage tasks, sync customer data, and log interactions across your favorite tools. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Hubspot (4)
Hubspot (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Asana (4)
Asana (4) +
Zendesk (4)
Zendesk (4) S
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When a new file is created in a Sharepoint folder, create or update a person in Marketo and create a lead in Salesforce.
New Sharepoint files automatically generate a person in Marketo and a corresponding lead in Salesforce without manual data entry.
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When a Sharepoint folder is created, search the opportunity in Marketo and update the account in Salesforce.
Sharepoint folder creation triggers a Marketo opportunity search and updates the matching Salesforce account instantly.
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When a new file is created in a Sharepoint folder, add the person to a Marketo list and create a contact in Salesforce.
Sharepoint file additions add persons to specific Marketo lists and create Salesforce contacts automatically.
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When a file is created in Sharepoint, create or update an opportunity in Marketo and log a task in Salesforce.
Sharepoint files update Marketo opportunities and open follow-up tasks in Salesforce automatically.
Supported triggers and actions for Marketo and Sharepoint
Mix and match to build the exact automation you need
Marketo Triggers & Actions
What can you automate with Marketo + Sharepoint?
Streamline customer engagement and document organisation by automating data flows between Marketo and Sharepoint.
🔄
Create Marketo records from Sharepoint files
Automatically create or update persons in Marketo the moment a new file is created in a Sharepoint folder. Eliminate manual data transfer between your storage and marketing platform.
📂
Capture every submitted file detail
Map complete file metadata and folder names into Marketo custom objects and opportunities instead of basic file titles. Your database becomes a richer resource for team review.
🔔
Notify your team instantly on updates
Trigger instant Slack alerts or task creation whenever new documents are added to Sharepoint folders, keeping stakeholders informed without manual status checks.
🔀
Route records based on folder criteria
Perform conditional searches and updates in Marketo depending on the specific folder name or metadata submitted in Sharepoint.
📊
Keep CRM and storage records up to date
Automatically search and update existing opportunities and custom object records in Marketo whenever corresponding folders or files change in Sharepoint.
✨
Prevent duplicate records across systems
Use intelligent create-or-update operations to ensure Marketo persons and opportunities are updated cleanly instead of generating messy duplicates.
⏱️
Manage status changes and list updates
Automatically add persons to specific Marketo lists or update opportunity stages based on document creation milestones in Sharepoint.
🔗
Extend your workflow to external tools
Connect your Marketo and Sharepoint core workflow to Salesforce, HubSpot, Slack, Google Drive, Asana, or Zendesk for powerful multi-step automation.
And much more...
Who is Marketo + Sharepoint integration for?
Marketo and Sharepoint integration helps marketing, sales, and operations teams eliminate manual data entry, streamline document management, and keep customer engagement data perfectly synchronised across platforms.
Operations Managers
Sales Leaders
Account Managers
Customer Support Leads
Marketing Specialists
Data Analysts
📈
Operations Managers
You're tracking document uploads and engagement metrics manually across multiple spreadsheets, but records fall behind schedule — this integration means every new file automatically creates or updates records in Marketo and your data stays perfectly current.
⚡
Sales Leaders
You need to act fast on new document deliverables, but find out about signed contracts too late because files sit unorganised in storage — with this integration, every new Sharepoint folder triggers instant opportunity updates and keeps your pipeline accurate.
🤝
Account Managers
You answer to clients who want to see project progress immediately, but manually copying file details between systems wastes valuable hours — automating both apps means customer records and documents sync instantly without human error.
🎧
Customer Support Leads
The volume of inbound client files is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented history — with this integration, every file creation instantly triggers customer record updates and streamlines support.
🎯
Marketing Specialists
You own campaign list segmentation and depend on upstream file handoffs to trigger targeted messaging, but delays leave lists outdated — connecting these apps means leads are added to Marketo lists the moment documents are uploaded.
🔍
Data Analysts
You need a reliable customer and document history but keep finding gaps caused by manual data entry mistakes — automating both apps means every record and file reference logs accurately without missing a single entry.
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 Marketo + Sharepoint
Build and manage your Marketo + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Marketo + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Marketo + Sharepoint Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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Frequently Asked Questions
How do I connect Marketo to Sharepoint?
You can connect Marketo to Sharepoint in just 1 click using ready workflows or ask Integrately AI to build the integration for you. It takes seconds to link your accounts alongside tools like Salesforce, HubSpot, Slack, Google Drive, Asana, and Zendesk.
Can I automatically create Marketo persons from Sharepoint files?
Can I connect Marketo, Sharepoint, and Slack?
What is a good Zapier alternative for Marketo and Sharepoint?
How does Marketo handle data syncing in this integration?
Can I trigger actions when a Sharepoint folder is created?
Do I need coding skills to automate Marketo and Sharepoint?
Is the Marketo and Sharepoint integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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