App Holder
Office 365

Office 365 and Salesforce Integration

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

Create integrations with drag & drop interface designed for non-technical users.

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Popular Integrations

Salesforce - New Contact Office 365 - Send an Email

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 - New Lead Office 365 - Add or Update a Contact

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.

Read More
Office 365 - New Contact Salesforce - Add or Update a Lead

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.

Read More
Salesforce - New Event Office 365 - Add or Update an Event

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.

Read More
Office 365 - New Contact Salesforce - Add or Update a Contact

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

Salesforce - New Contact Office 365 - Add or Update a Contact

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

Salesforce - New Lead Office 365 - Send an Email

Send an Email in Office 365 on a New Lead in Salesforce

Salesforce - New Opportunity Office 365 - Send an Email

Send an Email in Office 365 on a New Opportunity in Salesforce

Looking for something else?


Create your own Integration

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

When This Happens

TRIGGERS
  • 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
  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact
  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead
  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce - New Task

    New Task

    Triggers when there is a new Task
  • Salesforce - New Account

    New Account

    Triggers when there is a new Account
  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce - New Event

    New Event

    Triggers when there is a new Event
  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated
  • Salesforce - New Case

    New Case

    Triggers when there is a new Case
  • Salesforce - New Note

    New Note

    Triggers when there is a new Note
  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

Do this

ACTIONS
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce - Add a Note

    Add a Note

    Creates a new Note
  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce - Search a User

    Search a User

    Search Users
  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log
  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce - Search an Account

    Search an Account

    Search Accounts
  • Salesforce - Search a Task

    Search a Task

    Search Tasks
  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities
  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts
  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects
  • Salesforce - Search an Event

    Search an Event

    Search Events
  • Salesforce - Search a Lead

    Search a Lead

    Search Leads
  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce - Search a Folder

    Search a Folder

    Search Folders
  • Salesforce - Search a Case

    Search a Case

    Search Cases
  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns
  • 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

Let's Integrate

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

Run Workflows

Trello
Wrike
Asana

Project Management

Office 365 Workflow
Salesforce Workflow
Mailchimp
AWeber
GetResponse

Marketing

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

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How to integrate Salesforce & Office 365?

  1. Step 1: Connect Office 365 & Salesforce with Automate.io
  2. Step 2: Select the trigger event that starts the data flow
  3. Step 3: Select the action app where the data should go
  4. Step 4: Map the data fields using the drag-drop interface

You are done. Automate.io will take care of the rest.

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