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Storage ⇄ CRM

Sharepoint to Twenty CRM integration — real-time, two-way sync

Keep Sharepoint and Twenty CRM 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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Why teams connect Sharepoint and Twenty CRM

Keep the paperwork with the relationship: Twenty CRM and Sharepoint share every customer's records and files in real time, in both directions.

Twenty CRM 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Companies, Opportunities, Tasks, Notes in Twenty CRM aligned with List items, Drive items (document libraries), Columns and content types, Permissions and sharing 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 Twenty CRM; and records from Twenty CRM 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 Sync Opportunities into a finance system to keep revenue forecasts current.
  • 02 Mirror support tickets or tasks between Twenty and an operations tool.
  • 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 Twenty CRM, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from Twenty CRM 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 Twenty CRM, so people working the account see where the paperwork stands without opening storage.

What you can sync between Sharepoint and Twenty CRM

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.

Sharepoint objects Twenty CRM objects How this pairing syncs
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. Workspace Members User accounts used for record ownership and assignment mapping. List items is specific to Sharepoint and Workspace Members to Twenty CRM — each maps to any object or custom field on the other side.
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. People Individual contact records with emails, phones, and company links; a core target for contact syncs. Drive items (document libraries) is specific to Sharepoint and People to Twenty CRM — each maps to any object or custom field on the other side.
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. Companies Account-level records that group people and opportunities. Columns and content types is specific to Sharepoint and Companies to Twenty CRM — each maps to any object or custom field on the other side.
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. Opportunities Deal records tracked through pipeline stages, synced for forecasting. Permissions and sharing is specific to Sharepoint and Opportunities to Twenty CRM — each maps to any object or custom field on the other side.
Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Tasks To-dos linked to people, companies, or deals. Site pages is specific to Sharepoint and Tasks to Twenty CRM — each maps to any object or custom field on the other side.
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. Notes Free-form notes attached to records, useful for mirroring activity from other tools. Sites is specific to Sharepoint and Notes to Twenty CRM — each maps to any object or custom field on the other side.

How changes propagate between Sharepoint and Twenty CRM

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.

Sharepoint Twenty CRM 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 Twenty CRM through its API, with automatic retries and rate-limit backoff.

Twenty CRM Sharepoint Sub-second propagation

DetectionTwenty CRM notifies Stacksync of record changes through webhook events. Webhooks on record create, update, and delete events, or polling on record update timestamps.

DeliveryEach detected change is written to Sharepoint through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • 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.
  • Twenty CRM: Subject to the platform's API rate limits; self-hosted deployments control their own limits.
What ships with Sharepoint ⇄ Twenty CRM

Connect Sharepoint and Twenty CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sharepoint–Twenty CRM connection.

Real-time

Two-way sync

Changes in Sharepoint or Twenty CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sharepoint or Twenty CRM 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 Sharepoint or Twenty CRM record.

Observability

Monitoring

Track your Sharepoint ⇄ Twenty CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Sharepoint and Twenty CRM.

How the Sharepoint and Twenty CRM connectors work

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.

Twenty CRM

Integration surface
GraphQL and REST APIs
Authentication
API key
Change detection
Webhooks on record create, update, and delete events, or polling on record update timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; self-hosted deployments control their own limits.
How it works

How to connect Sharepoint to Twenty CRM — 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.

  1. 01

    Connect your apps

    Authenticate Sharepoint and Twenty CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Sharepoint connected
    Twenty CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Sharepoint and Twenty CRM 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Sharepoint ⇄ Twenty CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Sharepoint Twenty CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Sharepoint and Twenty CRM 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ 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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 426 integrations available for Sharepoint and Twenty CRM.

Popular · 6 of 426
All Sharepoint integrations All Twenty CRM integrations Browse all integrations
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