# OneDrive and SharePoint + Krokul CRM

Yes. Krokul CRM integrates with OneDrive and SharePoint. Each deal gets a folder in the document library you choose. Every invoice, quote or contract issued in Krokul is saved there as a PDF, and files your team adds to the folder appear in the deal as links. The flows run through the Krokul app in Zapier, Make, n8n or Albato, or through Microsoft Graph with the Krokul API and webhooks.

**Status:** Via API and webhooks. **Automation platforms:** Zapier, Make, n8n, Albato.

## What your team gets

### A SharePoint folder for every deal

When a deal is created, the connector creates a folder named after its number and client in the document library of the sales site, with an organisation sharing link. The folder link sits in the attachments, and Krokul stores the folder id with the deal, so a rename keeps the link.

### Issued documents land in the folder as PDF

An invoice or contract issued in Krokul is rendered to PDF and uploaded to the deal folder with the document number in the file name. A new version of the document adds a new file, so the library keeps the full history of what the client received.

### Files saved in the folder appear on the deal

An engineer saves a drawing into the deal folder from the SharePoint site or a synced OneDrive folder. Microsoft Graph notifies Krokul about the change in the drive, and the new file appears in the deal attachments with its name and author.

### A client register in a SharePoint list

Accounting keeps a client list in SharePoint. With the Krokul app in Zapier, the trigger Company Created and the SharePoint action Create List Item add each new client company with its tax number and manager, without giving accounting a CRM seat.

## What moves between OneDrive and SharePoint and Krokul

| OneDrive and SharePoint | Krokul | Direction | When |
|---|---|---|---|
| Folder and sharing link (driveItem) | Deal; link in the attachments | Krokul → SharePoint or OneDrive | A deal is created |
| PDF file in the deal folder | Issued document and its versions | Krokul → SharePoint or OneDrive | A document is issued or gets a new version |
| New or changed file in the deal folder | File link on the deal | SharePoint or OneDrive → Krokul | Graph change notification on the drive |
| List item | Client company | Krokul → SharePoint | Krokul app trigger Company Created |
| New List Item | Deal | SharePoint → Krokul | SharePoint trigger with the Krokul action Create Deal |

## How to connect today

### Krokul app in Zapier, Make, n8n or Albato

1. Sign the Krokul app in with an API key, and connect a Microsoft work account on the OneDrive or SharePoint side.
2. For deal folders, the Krokul trigger Deal Created runs Create Folder and then Create Sharing Link, and the link goes back to the deal as a file link.
3. Pair Company Created with the SharePoint action Create List Item, or the SharePoint trigger New List Item with the Krokul action Create Deal.
4. New File in Folder on the deal folder can add a file link to the deal in Krokul.

### Custom flow through the Krokul API and webhooks

1. Create a Krokul API key with scopes for deals, documents and files.
2. Subscribe a webhook to card.created and document.created, and validate x-crm-signature with your secret before acting.
3. Create the deal folder through Microsoft Graph, save its driveItem id on the deal with externalRef/api-upsert and add the sharing link with file/api-create.
4. Follow drive changes with a Graph subscription and a delta query, and add each new file in the folder to the deal through file/api-create.

**Triggers:** New File in Folder; New or Updated File; New Folder; New List Item; New or Updated List Item.

**Actions:** Create Folder; Upload File; Create Sharing Link; Create List Item; Update List Item.

### For integrators

The connector stores the folder id of each deal as an external key and follows drive changes with a delta query, so a missed notification never hides a file. Graph subscriptions on drives are renewed before they expire. For custom flows, the Krokul API adds and lists file links on deals and sends signed webhooks with a delivery log.

[API documentation](https://app.krokul.com/api/v1/docs)

## Questions and answers

### Does Krokul CRM integrate with SharePoint and OneDrive?

Yes. Krokul integrates with SharePoint and OneDrive through the Krokul app in Zapier, Make, n8n and Albato, and through its API and webhooks.

### Are files copied into Krokul?

No. Krokul keeps a link to each file and folder. The file stays in SharePoint or OneDrive with its own permissions.

### Can I use a SharePoint site instead of personal OneDrive?

Yes. You choose a site and a document library for the deal folders, so the folders belong to the team.

### Who can open a deal folder?

Krokul shows the link only to people who can see the deal. Opening the folder is decided by SharePoint sharing and site membership.

## Limits

Files stay in SharePoint and OneDrive with their own permissions. Krokul stores links to them. Who can open a folder is decided by SharePoint sharing and site membership.

## Related services

- [Google Drive](https://krokul.com/en/integrations/google-drive/index.md)
- [Microsoft Excel](https://krokul.com/en/integrations/microsoft-excel/index.md)
- [Microsoft Teams](https://krokul.com/en/integrations/microsoft-teams/index.md)
- [Dropbox](https://krokul.com/en/integrations/dropbox/index.md)
- [Microsoft Outlook](https://krokul.com/en/integrations/microsoft-outlook/index.md)

[Files and documents](https://krokul.com/en/integrations/category/files-docs/index.md)

OneDrive and SharePoint are trademarks of Microsoft Corporation. Krokul is not affiliated with Microsoft.

Updated: 2026-10-12

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App: https://app.krokul.com/ · API: https://app.krokul.com/api/v1/docs