Salesforce Marketing Cloud + Sharepoint Integration

Integrate Salesforce Marketing Cloud to Sharepoint in one click, or tell Integrately AI how you want each file handled. Create records, send transactional emails, validate addresses, and update your data extensions automatically.

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1.
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Search site 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 Salesforce Marketing Cloud + Sharepoint Integration

Insert data extension records, send transactional emails, validate addresses, and update your subscriber lists, all in just one click.

Most popular automationmost-popular-automations
Sharepoint + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Sharepoint file

If you use Salesforce Marketing Cloud and Sharepoint, you may be interested in learning how to automatically send a email when a new file is added to your Sharepoint. This can be useful if you want to keep track of when new file are added, or if you need to be notified whenever someone uploads a new document.

Use this integration to set up this automatic notification system.
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Connect more apps to your Salesforce Marketing Cloud + Sharepoint flow

Route your marketing data to CRMs, chat channels, and project boards the moment new files arrive. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Sharepoint
+
SalesforceSalesforce (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
SlackSlack (3)
+
Jira Software CloudJira Software Cloud (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
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When a new file is created in Sharepoint, insert a data extension record in Salesforce Marketing Cloud and create a lead in Salesforce.
New Sharepoint files automatically trigger record creation in Salesforce Marketing Cloud and Salesforce, eliminating manual data entry across platforms.
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S
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When a new folder is created in Sharepoint, create a subscriber in Salesforce Marketing Cloud and update the account in Salesforce.
Folder creation in Sharepoint triggers subscriber additions in Salesforce Marketing Cloud and account updates in Salesforce automatically.
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When a file is created in Sharepoint, validate the email address in Salesforce Marketing Cloud and log the contact in Salesforce.
Ensure data quality by validating email addresses in Salesforce Marketing Cloud and logging contacts in Salesforce whenever files are uploaded to Sharepoint.

Supported triggers and actions for Salesforce Marketing Cloud and Sharepoint

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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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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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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Search site in Sharepoint
Try it →
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 Salesforce Marketing Cloud + Sharepoint?

Streamline your document management and marketing operations by connecting Sharepoint file events directly to Salesforce Marketing Cloud actions.

What you can automate?
🔄
Sync file uploads to data extension records
Automatically insert a Salesforce Marketing Cloud data extension record the moment a new file is created in Sharepoint. Keep your marketing databases synchronized with your cloud storage effortlessly.
📂
Capture folder structures as subscribers
Trigger subscriber creations in Salesforce Marketing Cloud whenever a new folder is set up in Sharepoint. Map directory names directly into your subscriber lists.
📧
Send automated transactional emails
Trigger instant transactional emails using TriggerSend in Salesforce Marketing Cloud as soon as a document is uploaded to Sharepoint. Deliver timely communication without manual delays.
🔀
Route records based on file attributes
Perform conditional actions depending on the properties of the file created in Sharepoint. Upsert records or validate addresses dynamically based on submission details.
✨
Maintain up-to-date subscriber databases
Keep your marketing lists current by automatically validating email addresses and updating data extension records whenever source files change in Sharepoint.
🛡️
Prevent duplicates with smart upserts
Use upsert operations in Salesforce Marketing Cloud to update existing records instead of creating duplicate entries when identical files are uploaded to Sharepoint.
📋
Handle folder lifecycle events
Automate downstream workflows when new folders are organized in Sharepoint, ensuring all campaign directories initiate the correct subscriber onboarding steps.
💬
Extend workflows to team collaboration tools
Connect your Sharepoint and Salesforce Marketing Cloud core flow to Slack or Microsoft Teams so your staff receives instant notifications on every new upload.
And much more...

Who is Salesforce Marketing Cloud + Sharepoint integration for?

Connecting Salesforce Marketing Cloud and Sharepoint helps marketing teams, data managers, and operations leads eliminate manual file handling and keep customer records synchronized.

Performance marketers
Performance marketers
Operations leads
Operations leads
Client account managers
Client account managers
Data administrators
Data administrators
Campaign coordinators
Campaign coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're managing campaign assets in Sharepoint but your tracking records in Salesforce Marketing Cloud only update when someone manually exports files, so your subscriber counts are always hours behind — this integration means every new file lands in your marketing records instantly and your data stays current.
⚡
Operations leads
You need to trigger transactional emails and update data extensions the moment files arrive, but manual processing delays your outreach — automating both apps means every upload triggers immediate record creation and outreach without human bottlenecks.
🤝
Client account managers
You answer to stakeholders who want immediate visibility into newly uploaded client documents, but manual logging causes reporting lags — connecting these apps means every new file automatically updates your CRM and subscriber lists for real-time reporting.
📊
Data administrators
The volume of inbound contact lists and document uploads is too high for anyone to keep up by hand, leading to missing database entries — automating both apps means every file is processed and validated instantly without manual errors.
🎯
Campaign coordinators
You own the campaign execution step and depend on upstream teams to hand over subscriber records, resulting in constant waiting — this integration means inbound file uploads automatically populate your marketing database the second they are saved.
🔍
Compliance officers
You need a reliable history of document uploads and subscriber additions, but manual tracking leaves audit gaps — connecting these apps means every file creation is logged and verified across platforms for complete record integrity.
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Why choose Integrately to automate Salesforce Marketing Cloud + Sharepoint

Build and manage your Salesforce Marketing Cloud + 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 Salesforce Marketing Cloud + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Salesforce Marketing Cloud to Sharepoint?
Frequently Asked Questions
You can connect Salesforce Marketing Cloud to Sharepoint in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow alongside Slack, Salesforce, and Google Drive.
Can I automatically insert a data extension record in Salesforce Marketing Cloud when a file is created in Sharepoint?
Frequently Asked Questions
Can I connect Salesforce Marketing Cloud, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce Marketing Cloud and Sharepoint?
Frequently Asked Questions
How does Salesforce Marketing Cloud handle data extension records from Sharepoint?
Frequently Asked Questions
How do Sharepoint file triggers work with Salesforce Marketing Cloud?
Frequently Asked Questions
Do I need coding skills to automate Salesforce Marketing Cloud and Sharepoint?
Frequently Asked Questions
Is the Salesforce Marketing Cloud and Sharepoint integration free?
Frequently Asked Questions
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