App Holder
Office 365

Sync new Office 365 contacts as leads on Salesforce

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Description

For every new contact in your Office 365 list, you have a chance to expand your relationship with your customers. So, adding them to your CRM as and when you get them will do a lot for your business. But doing that manually takes forever.

You can rest easy with this Office 365 - Salesforce integration template to automate that process and you can focus on growing your business. Using this integration, you can simply map fields such as Name, Email Address, Phone, etc. from your Office 365 to Salesforce.

With this template, every new contact on your Office 365 will be added automatically as a new lead in your Salesforce. Just connect your Office 365 and Salesforce accounts in Automate.io, turn this Bot on and you are done!

How it works?

  • Step 1: This Bot runs whenever a new contact is added on Office 365.

  • Step 2: A new lead is created in Salesforce for that contact.

Apps you need

  • Office 365

    Office 365 is the online version of Microsoft's suite of office products - documents, email, calendaring and more.

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

Automate Work. Have Fun!

Say Goodbye to those busy days

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