Sharepoint

Tags
Document Management
Tags
Document Management

Why connect SharePoint with Ziggu?

SharePoint is a powerful internal document management system - perfect for your team, not ideal for your customers.

With the Ziggu x SharePoint integration, you can automatically sync documents from your internal folders to the right client in Ziggu, based on folder structure or metadata.
Clients don’t need access to your internal environment. You keep control, they get clarity.

No more emailing files, uploading PDFs, or wondering what version they saw.

Main benefits of the integration

  • Clients stay informed, not overwhelmed
    Customers receive automated notifications when a new document is shared - no need to dig or follow up.
  • Keep your internal structure private
    Use SharePoint as your internal workspace. Ziggu only shows what’s relevant to the customer.
  • Smart syncing via folders or metadata
    Files are matched to the correct project, customer, and category based on your SharePoint folder hierarchy or custom tags.
  • Everything in one place for your client
    Customers find all their documents, updates, messages, and decisions in one central platform - Ziggu.
  • You choose the sync frequency
    Whether you prefer near real-time updates or daily batches, the choice is yours.

How it works

  1. Organize your documents in SharePoint using structured folders or metadata fields
  2. The integration maps files to the right project, customer, and category in Ziggu
  3. Documents appear in the customer’s portal, in the correct folder.
  4. Customers receive a push or email notification that a new file is ready

Result? Clear, up-to-date documentation - without the manual work.

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Can Ziggu integrate with your systems?

Ziggu already integrates seamlessly with a number of CRM, ERP and document management systems. Can't find yours? Contact us and we'll research the possibilities!

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