SETTING UP SHAREPOINT WITH CREATIO

Good day Community,

 

Does Creatio offer an integration with SharePoint? The requirement is to store documents in SharePoint and linking them to CRM.

 

Thanks

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Dear Kavian, 

Unfortunately currently we do not have direct integration with Sharepoint software.

I can recommend you to develop the integration via API (academy link) or to use one of the available solutions in our marketplace, for example PandaDoc Document Management for bpm’online.

Also we have registered a query for our R&D team to develop such an integration.

Best regards,

Dennis 

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