Office 365 Integrations

Connect Office 365 with your favourite apps

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

Popular Office 365 Integrations

salesforce office-365

Send an email using Office 365 for every new contact on Salesforce

Want to build a relationship with a follow-up email for every new Salesforce contact but don’t have the time to do that manually? This Office 365 - Salesforce integration template solves that problem for you. You can easily map fields that you want such as Contact Email Address from your Salesforce to Office 365, and add a personalized subject line, email body, etc. With this template, Office 365 will automatically send a new email every time a new contact is created on 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 created on your Salesforce.

  • Step 2:

    A new email is sent to that contact using Office 365.

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salesforce office-365

Sync new Salesforce leads as contacts on Office 365

Want to update your Office 365 contacts list for every new Salesforce lead generated? You can do that manually. But the catch is that it takes forever. You have to manually export the leads regularly from Salesforce and import them to your Office 365 contacts. Just automate that process using this simple Office 365 - Salesforce integration template and focus on what’s more important for you—growing your business. You can map fields such as Name, Email Address, Phone, etc. from your Salesforce to Office 365. With this template, every new lead in your Salesforce will be added automatically as a contact on your Office 365. 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 lead is created in your Salesforce.

  • Step 2:

    It is added as a new contact on your Office 365 list.

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office-365 salesforce

Sync new Office 365 contacts as leads on Salesforce

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.

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salesforce office-365

Sync Salesforce events with Office 365 Calendar

Want to easily manage calendar appointments for your sales team? And want to instantly notify them of new business opportunities? This Office 365 - Salesforce integration template has you covered. Using this integration, you can easily sync your Salesforce events with your Office 365 calendar. With this template, every new Salesforce event will be automatically synced to your Office 365 calendar. You can map data fields such as event time, description, etc. to Office 365. This will help your sales team get instantly notified of new opportunities. 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 event is created on your Salesforce.

  • Step 2:

    A new event will be automatically created to your Office 365 calendar.

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Office 365 Salesforce

Add or Update a Lead in Salesforce on a New Contact in Office 365

Office 365 Mailchimp

Add or Update a Subscriber in Mailchimp on a New Contact in Office 365

Office 365 AWeber

Add a Subscriber in AWeber on a New Contact in Office 365

BigCommerce Office 365

Send an Email in Office 365 on a New Customer in BigCommerce

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Things You Can Do With Office 365

Triggers

  • New Contact

    Triggers when a new Contact is created
  • New Email

    Triggers when a new Email is received
  • New Event

    Triggers when a new Event is created
  • Event Start

    Triggers when an Event starts in the selected Calendar
  • Contact Updated

    Triggers when a Contact is updated
  • Flagged Email

    Triggers when an Email is flagged
  • Event Updated

    Triggers when an Event is updated in the selected Calendar

Actions

  • Add or Update a Contact

    Create a new contact or update if it exists
  • Send an Email

    Send an email to a contact
  • Add or Update an Event

    Create a calendar event or update if exists
  • Categorize an Email

    Add a Category/Categories to an Email
  • Flag or Unflag an Email

    Change the status of an Email
  • Search Contacts

    Search an Contact with Contact Id or Email Address
  • Search Emails

    Search an Email with From Email Address,Subject or Body
  • Search Events

    Search an Event with Event Id or Subject

Create Office 365 Workflows

Trello
Todoist
TSheets

Project Management

Office 365 Workflow
Mailchimp
AWeber
HubSpot

Marketing

Run workflows spanning across your Project Management, Office 365 and Marketing apps. Trigger workflows automatically when things happen in any of the apps.

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