SharePoint
Automatically create a folder in SharePoint every time you add a new company, deal, or project in eWay-CRM.
Keep your documents in SharePoint as you already do.
SharePoint is an amazing document system. If you already use it, keep it that way.
Organize your documents by Companies, Deals, or Projects
Organize your documents by companies, deals, or projects and let eWay-CRM automatically create folders whenever you add a new item.
Open the SharePoint folder with a single click.
Add the field SharePoint URL to the list of your companies. If you click the URL, eWay-CRM will open the SharePoint folder. So cool!
All the Advanced SharePoint Features
Automations, permissions, notifications, document versioning. SharePoint has a lot to offer – use it to its maximum.
Want to see how the integration works?
Watch this short video.
Interested in integrating eWay-CRM with SharePoint?
Let us know and we’ll take it from there. If you still don’t have an account for eWay-CRM, sign up for free.