Real-time
Two-way sync
Changes in Outreach or Sharepoint instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Storage
Outreach to Sharepoint integration — real-time, two-way sync
Keep Outreach and Sharepoint in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Outreach and Sharepoint
Keep the paperwork with the relationship: Outreach and Sharepoint share every customer's records and files in real time, in both directions.
Outreach holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Tasks, Opportunities, Users, Mailboxes in Outreach aligned with Permissions and sharing, Site pages, Sites, Lists in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in Outreach; and records from Outreach can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
Common use cases
- 01 Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.
- 02 Keep account ownership and stages aligned between Outreach and the CRM as territories change.
- 03 Mirror document-library drive items and their metadata into a store to index files for search and governance, and push generated documents back into the right library.
- 04 Sync list columns and content types so database fields map onto SharePoint list fields and schema stays aligned as either side changes.
Common sync patterns
Documents linked back to the record
A contract, proposal, or signed agreement filed in Sharepoint surfaces as a link on the matching record in Outreach, so the customer's paperwork sits with the relationship instead of a shared drive.
CRM records archived into storage
Records from Outreach are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.
Document status on the record
Metadata kept in Sharepoint, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in Outreach, so people working the account see where the paperwork stands without opening storage.
What you can sync between Outreach and Sharepoint
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Outreach objects | Sharepoint objects | How this pairing syncs | |
|---|---|---|---|
| Sequence states Per-prospect enrollments; writing one adds a prospect to a cadence | Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. | Sequence states is specific to Outreach and Sites to Sharepoint — each maps to any object or custom field on the other side. | |
| Mailings Sent emails with engagement data, pulled for activity analytics | Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. | Mailings is specific to Outreach and Lists to Sharepoint — each maps to any object or custom field on the other side. | |
| Calls Logged call records synced into engagement reporting | List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. | Calls is specific to Outreach and List items to Sharepoint — each maps to any object or custom field on the other side. | |
| Tasks Rep action items mirrored between Outreach and the CRM | Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. | Tasks is specific to Outreach and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side. | |
| Opportunities Deal records used to tie engagement to pipeline outcomes | Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. | Opportunities is specific to Outreach and Columns and content types to Sharepoint — each maps to any object or custom field on the other side. | |
| Users Seat holders used to resolve ownership on synced records | Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. | Users is specific to Outreach and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side. |
How changes propagate between Outreach and Sharepoint
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Outreach Sharepoint Sub-second propagation
DetectionOutreach notifies Stacksync of record changes through webhook events. Webhook subscriptions on resource create, update, and destroy events, plus polling.
DeliveryEach detected change is written to Sharepoint through its API, with automatic retries and rate-limit backoff.
Sharepoint Outreach Sub-second propagation
DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.
DeliveryEach detected change is written to Outreach through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Outreach: Subject to per-user hourly rate limits.
- Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with Outreach ⇄ Sharepoint
Connect Outreach and Sharepoint for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Outreach–Sharepoint connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Outreach or Sharepoint data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Outreach or Sharepoint record.
Observability
Monitoring
Track your Outreach ⇄ Sharepoint sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Outreach and Sharepoint.
How the Outreach and Sharepoint connectors work
Outreach
- Integration surface
- REST API conforming to the JSON:API specification
- Authentication
- OAuth 2.0
- Change detection
- webhook subscriptions on resource create, update, and destroy events, plus polling
- Capabilities
- read · write · webhooks
- Rate limits
- subject to per-user hourly rate limits
Sharepoint
- Integration surface
- Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
- Authentication
- OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
- Change detection
- Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
- Capabilities
- read · write · webhooks
- Rate limits
- SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works
How to connect Outreach to Sharepoint — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Outreach and Sharepoint with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Outreach
connected
Sharepoint
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Outreach and Sharepoint objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Outreach ⇄ SharepointCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Outreach SharepointCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Outreach and Sharepoint integration FAQ
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
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→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
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