How to integrate Collect with Microsoft SharePoint

Connecting Microsoft SharePoint with Collect enables seamless syncing of submitted documents into your SharePoint library—ideal for teams managing content through Microsoft 365 and collaborative intranet sites.

Step 1: Connect your SharePoint account

• Click your profile icon in the upper-right corner of Collect.
• Select Settings from the dropdown.
• Navigate to the Integrations tab.
• Locate Microsoft SharePoint and click Connect to SharePoint.
• Follow the prompts to authenticate and select your SharePoint environment.

In some cases, you may be asked to choose the specific SharePoint space or site where documents will be stored.

Step 2: Activate sync within a campaign

To begin using the SharePoint sync, you’ll need to enable and configure it in each campaign where you want to store documents.
📘 For setup instructions, go to: How to sync your documents to your cloud storage

Summary

Microsoft SharePoint integration with Collect helps you route documents directly into your structured team spaces, making it easier to collaborate, archive, and control document access. It’s a great fit for organizations already using SharePoint to manage internal workflows.

See guides for other cloud storage integrations:
Google Drive
Dropbox
Box
Microsoft OneDrive

Updated on: 01/07/2025