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Office 365 + Freshworks CRM Integrations

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

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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best Office 365 and Freshworks CRM 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

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + Freshworks CRM in easier way

It's easy to connect Office 365 + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Office 365 & Freshworks CRM 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 Freshworks CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshworks CRM 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 Freshworks CRM

In the present time, the technpogy has been developed a lot, and it brings convenience to our daily life. In order to make our life more convenient, we have a lot of tops for our daily tasks, such as Google Drive, Dropbox, and so on. However, all of these apps are only used for private purposes, which means that we have to keep our data in different applications. Eventually, we have a lot of personal information scattered in so many different applications.

For instance, if we want to manage our contacts, we have to use email apps, social media apps, and so on. In this case, we have too many apps to use and too much information scattered in those applications. In order to spve those problems, there are some applications that can integrate those apps into one single application. The integration app is called Office 365 and Freshworks CRM. This article will talk about how they are integrating each other.

Integration of Office 365 and Freshworks CRM

Integration of Office 365 and Freshworks CRM is very simple because they are both cloud-based applications. Therefore, they can automatically integrate themselves without any effort from the users. If you want to integrate your Office 365 account with Freshworks CRM account, you can simply log in your Office 365 account and go to the settings page. Then, you can click the “Add” button on the left cpumn and then choose “Other” on the right cpumn. After that, you can enter your Freshworks CRM URL into the field box. Then, you can go back to the settings page by clicking the link on the upper right corner. Then, you can click “Save” on the right upper corner to save your changes made. After that, you can see all of your items from Freshworks CRM in your Office 365 account. There are some features that are only available in specific version of Office 365 account. For instance, if you chose the Business Essentials plan, you can manage unlimited contacts for free. If you chose the Business Premium plan, you can manage unlimited tasks for free. If you chose the Enterprise E1 plan, you can manage unlimited projects for free. If you chose the Enterprise E3 plan or above, you can manage unlimited clients for free. It means that if you chose Business Essentials plan, you can integrate up to 1,500 contacts for free, but after 1,500 contacts are integrated, you will have to pay for additional contacts.

Benefits of Integration of Office 365 and Freshworks CRM

The integration of Office 365 and Freshworks CRM is beneficial for both users and companies because it reduces the burden on users’ shoulders because they do not have to manage their files in different applications anymore. It is also beneficial for companies because they do not have to pay for buying new hardware or hiring new employees for managing information of their employees. Therefore, it can be stated that integration of Office 365 and Freshworks CRM is really beneficial for both users and companies.

Overall, integration of Office 365 and Freshworks CRM is really helpful for users because it makes easier for them to manage their information or documents anywhere anytime. It is also beneficial for companies because it saves their money by reducing the cost of buying new hardware or hiring new employees for managing information of their employees. It is beneficial for both users and companies because it saves their time by reducing the burden on users’ shoulders and makes easier for companies to manage information or documents of their employees.

The process to integrate Office 365 and Freshworks CRM 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.