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Office 365 + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Customerly

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best Office 365 and Customerly Integrations

  • Office 365 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Office 365 Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Office 365 New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Office 365 Slack

    Office 365 + Slack

    Get every new Office 365 email (in full) in a Slack channel of your choice Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Get more out of your Slack account by integrating it with Office 365. After setting this integration up, whenever a new email is received in your Office 365 account, Appy Pie Connect will automatically send a message in the Slack channel of your choice. In this automation, you can either select inbox or a folder to watch for new emails.
    How It Works
    • A new email is received in your Office 365 inbox or folder
    • Appy Pie Connect posts a message (customizable) in your selected Slack channel
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

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    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + Customerly in easier way

It's easy to connect Office 365 + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Office 365 & Customerly Integrations Work

  1. Step 1: Choose Office 365 as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Office 365 with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Office 365 and Customerly

  • Office 365 ?
  • Office 365 is a hosted software suite that provides cloud-based apps and services, including email, to individuals, businesses, non-profits, and educational institutions. It’s an intelligent spution that adapts to your needs and helps you work more efficiently. Office 365 can help you communicate better, cplaborate more effectively, and work productively from anywhere on any device.

    Customerly ?

    Customerly is a web application for managing customer relationship management (CRM. data, sales leads, and marketing campaigns. Using Customerly , companies can manage their customers, prospects, leads, activities, deals, cases, tasks, deals, opportunities, and more without the need for expensive software or complex IT integration.

  • Integration of Office 365 and Customerly
  • Microsoft Office 365 and Customerly are integrated in order to enable users to send information from one platform to another. For instance, if a user wants to add a new contact in Customerly , he/she can simply do this by using the OneDrive integration. This means that a user does not have to fill out the same information twice as he/she will be able to use the same information in both platforms (Customerly and Office 365. Once a user saves that information in OneDrive , it automatically gets synced with Customerly .

  • Benefits of Integration of Office 365 and Customerly
  • The benefits of integration of Office 365 and Customerly are numerous. Integration of these two platforms enables users to get important information in real time. With this capability, users will always have access to all their data. Additionally, integration of these two platforms also provides security advantages since users only have to login once to both platforms. Furthermore, integration makes it easy for users to exchange information between the two platforms (Customerly and Office 365. Another benefit of integration is that it simplifies the data management process since users do not have to create duplicate data entries. Instead, they only have to create information once which then gets updated in both platforms (Customerly and Office 365. Integration also ensures that there are no delays since everything is saved at the same time in both platforms. For example, a user can add a new contact in Customerly which will then get updated in Office 365 immediately.

    In conclusion, Microsoft Office 365 and Customerly are integrated in order to provide users with a seamless experience when using platforms for different purposes (such as managing customers. This integration enables users to get the most out of each platform since the information that they are entering into one platform gets synced with the other platform automatically. This ensures that nothing gets lost and all information is always available when users need it most.

    The process to integrate Office 365 and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.