Capsule CRM
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Capsule CRM and Office 365 Integration

Send automated emails, organize your inbox and search through conversations in Office 365. Sync contact data, manage deal flow and automate your sales pipeline in Capsule CRM. Do much more by connecting Capsule CRM and Office 365.

Popular Integrations

  • Office 365 - New Contact
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    Capsule CRM - Add a Person

    Add a Person in Capsule CRM on a New Contact in Office 365

  • Capsule CRM - New Person
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    Office 365 - Add or Update a Contact

    Add or Update a Contact in Office 365 on a New Person in Capsule CRM

  • Capsule CRM - New Task
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    Office 365 - Send an Email

    Send an Email in Office 365 on a New Task in Capsule CRM

  • Capsule CRM - New Person
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    Office 365 - Send an Email

    Send an Email in Office 365 on a New Person in Capsule CRM

  • Office 365 - New Event
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    Capsule CRM - Add a Task

    Add a Task in Capsule CRM on a New Event in Office 365

  • Capsule CRM - New Task
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    Office 365 - Add or Update an Event

    Add or Update an Event in Office 365 on a New Task in Capsule CRM

  • Office 365 - Contact Updated
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    Capsule CRM - Add a Person

    Add a Person in Capsule CRM on a Contact Updated in Office 365

  • Capsule CRM - New Task
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    Office 365 - Flag or Unflag an Email

    Flag or Unflag an Email in Office 365 on a New Task in Capsule CRM

Looking for something else?

Create your own Integration

Connect Capsule CRM and Office 365 the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • Capsule CRM - New Person

    New Person

    Triggers when a new Person is created

  • Capsule CRM - New Task

    New Task

    Triggers when a new open Task is created

  • Capsule CRM - New Opportunity

    New Opportunity

    Triggers when a new Opportunity is created

  • Capsule CRM - New Organisation

    New Organisation

    Triggers when a new Organization is created

  • Capsule CRM - New Case

    New Case

    Triggers when a new Case is created

  • Office 365 - New Contact

    New Contact

    Triggers when a new Contact is created

  • Office 365 - New Email

    New Email

    Triggers when a new Email is created

  • Office 365 - New Event

    New Event

    Triggers when a new Event is created

  • Office 365 - Event Start

    Event Start

    Triggers when an Event starts in the selected Calendar

  • Office 365 - Contact Updated

    Contact Updated

    Triggers when a Contact is updated

  • Office 365 - Flagged Email

    Flagged Email

    Triggers when an Email is flagged

  • Office 365 - Event Updated

    Event Updated

    Triggers when an Event is updated in the selected Calendar

Do this

ACTIONS
  • Office 365 - Add or Update a Contact

    Add or Update a Contact

    Create a new contact or update if it exists

  • Office 365 - Send an Email

    Send an Email

    Send an email to a contact

  • Office 365 - Add or Update an Event

    Add or Update an Event

    Create a calendar event or update if exists

  • Office 365 - Categorize an Email

    Categorize an Email

    Add a Category/Categories to an Email

  • Office 365 - Flag or Unflag an Email

    Flag or Unflag an Email

    Change the status of an Email

  • Office 365 - Search Contacts

    Search Contacts

    Search an Contact with Contact Id or Email Address

  • Office 365 - Search Emails

    Search Emails

    Search an Email with From Email Address,Subject or Body

  • Office 365 - Search Events

    Search Events

    Search an Event with Event Id or Subject

  • Capsule CRM - Add a Person

    Add a Person

    Create a new Person

  • Capsule CRM - Add an Opportunity

    Add an Opportunity

    Create a new Opportunity

  • Capsule CRM - Add an Organisation

    Add an Organisation

    Create a new Organization

  • Capsule CRM - Add a Task

    Add a Task

    Create a new Task

  • Capsule CRM - Search a Person

    Search a Person

    Search for a Person based on ID or Name

  • Capsule CRM - Add a Case

    Add a Case

    Create a new Case

  • Capsule CRM - Search an Opportunity

    Search an Opportunity

    Search for an Opportunity based on ID or Name

  • Capsule CRM - Search an Organisation

    Search an Organisation

    Search for an Organisation based on ID or Name

  • Capsule CRM - Search Case

    Search Case

    Search for a Case based on ID or name

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect Capsule CRM and Office 365 with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Typeform
Zoho Forms
Google Forms

Forms

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Capsule CRM Workflow

Capsule CRM

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Office 365 Workflow

Office 365

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AWeber
Mailchimp
Salesforce Marketing Cloud

Marketing

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