Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
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When you say "list in sharepoint online" are you talking about a list of organisations kept in another program such as excel that resides on sharepont? I suspect there may be a solution to be had using integromat or zapier.
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The Microsoft SharePoint Online modules enable you to monitor, retrieve, create, or update items, lists, and pages in your Microsoft SharePoint Online.
https://support.integromat.com/hc/en-us/articles/360015703760-Microsoft-SharePoint-Online
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Brad Krause said:
When you say "list in sharepoint online" are you talking about a list of organisations kept in another program such as excel that resides on sharepont? I suspect there may be a solution to be had using integromat or zapier.
Brad, I'm talking about maintaining a connection from PD to a SharePoint Online "List". This is not an Excel file but a spreadsheet-like functionality within SharePoint online.
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Brad Krause said:
The Microsoft SharePoint Online modules enable you to monitor, retrieve, create, or update items, lists, and pages in your Microsoft SharePoint Online.
https://support.integromat.com/hc/en-us/articles/360015703760-Microsoft-SharePoint-Online
Semantics aside, yes, I think an integration like this is what would help us out... I will look at it tomorrow! Thank you!
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Brad Krause said:
The Microsoft SharePoint Online modules enable you to monitor, retrieve, create, or update items, lists, and pages in your Microsoft SharePoint Online.
https://support.integromat.com/hc/en-us/articles/360015703760-Microsoft-SharePoint-Online
Hi @Josh Monifi !
If you need this to be a "live" feed between Pipedrive and SharePoint than I recommend using an integration, like @Brad Krause suggested.
Take a look at the integration platforms available in our marketplace (including Integromat, among others), as they allow you to transfer and manipulate data outside the scope of our own native features. 🚀
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