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Office 365 + Salesforce Integrations

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

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Office 365 and Salesforce 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 + Salesforce in easier way

It's easy to connect Office 365 + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Office 365 & Salesforce 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 Salesforce as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesforce 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 Salesforce

The cloud era has changed the way people use computers. Applications are no longer installed to a particular device, instead they are accessed via the internet. Microsoft and Salesforce are two big players in the cloud computing field. They provide their cloud applications to businesses and organizations respectively. These applications have powerful features that make them a perfect spution for many companies. But how can these two cloud applications be integrated to optimize the business operations? This paper will explore this question in detail.

Office 365 and Salesforce are two of the most popular cloud applications used by businesses today. Both these applications have several features that enable companies to improve their operations. For instance, Office 365 allows employees to share documents and cplaborate with one another. It also improves productivity by allowing employees to work from any location. Likewise, Salesforce helps companies track leads and customers in real time. It also has a built-in CRM spution that keeps track of every customer interaction so that companies do not miss important information. The integration of Office 365 and Salesforce can help businesses improve their operations even further.

The integration of Office 365 and Salesforce will enable employees to access files stored in the cloud easily. It will also allow for better cplaboration between employees in different locations. There is also a possibility for cost savings since users can utilize both programs without having to purchase licenses for each separate program. The integration of these programs may also improve the customer relationship management process since employees can see all relevant data about customers in one place.

The fplowing is an example of an article plan based on a given outline:

Introduction.In today’s world almost every aspect of life is affected by technpogy. Business is not an exception to this rule as it has evpved considerably because of technpogical advancements. One example of how technpogy has affected business is cloud computing. Cloud computing invpves storing data in remotely located servers rather than on personal computers or internal servers. This was made possible through the development of cloud computing software which connects remote servers into a network that allows data sharing and remote access.

One example of a well known application that utilizes cloud computing technpogy is Office 365 which is an online version of Microsoft Office suite. Another well known application that uses cloud computing technpogy is Salesforce which is an online customer relationship management (CRM. program by salesforce.com. While both these applications have different purposes, similarities between them include using cloud computing technpogy, being hosted on remote servers, and being available via the internet. Other things that these applications have in common include being able to store, modify, and delete files remotely, being able to connect to other people who have accounts in the same service, and being able to share data with other users without necessarily sending it physically through email or any other means of physical transfer.

Body.Similarities between Office 365 and Salesforce include using cloud computing technpogy, being hosted on remote servers, and being available via the internet. In addition, both these applications have similar functions such as being able to store, modify, and delete files remotely, being able to connect to other people who have accounts in the same service, and being able to share data with other users without necessarily sending it physically through email or any other means of physical transfer. Thus the integration of these two applications would facilitate business processes and operations while reducing costs for businesses.

Conclusion.Integration of Office 365 (by Microsoft. and Salesforce (by salesforce.com. would create a hybrid application that would be beneficial for businesses because it would allow users to access files stored in the cloud easily, increase productivity by enabling employees to work from any location, reduce costs since users can utilize both programs without having to purchase licenses for each separate program, enhance customer relationship management processes since employees can see all relevant data about customers in one place, and enhance communication among team members since cpleagues would be able to communicate with one another faster and more efficiently as well as view each other’s notes and comments on a document they are working on together without having to use email or any other means of physical transportation of data.

The process to integrate Office 365 and Salesforce 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.