Integrate Agile CRM with Office 365

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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.

Office 365 Integrations
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Best Agile CRM and Office 365 Integrations

  • Agile CRM Integration Office 365 Integration

    Agile CRM + Office 365

    Send Email in Office 365 when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Office 365 Integration Send Email
  • Agile CRM Integration Office 365 Integration

    Agile CRM + Office 365

    Create Event to Office 365 from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Office 365 Integration Create Event
  • Agile CRM Integration Office 365 Integration

    Agile CRM + Office 365

    Create Contact to Office 365 from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Office 365 Integration Create Contact
  • Agile CRM Integration Office 365 Integration

    Agile CRM + Office 365

    Send Email in Office 365 when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Office 365 Integration Send Email
  • Agile CRM Integration Office 365 Integration

    Agile CRM + Office 365

    Create Event to Office 365 from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Office 365 Integration Create Event
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Office 365 in easier way

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Office 365 Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Office 365 as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Office 365.

    (2 minutes)

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

Integration of Agile CRM and Office 365

Agile CRM is a CRM product that combines a software spution and add-ons, built on a SaaS model. It keeps the customer data up to date from various channels like web, mobile, email, social media, and more. It has the ability to reach out to customers in multiple ways and builds the connection between the organization and the customer. With the help of Agile CRM, we will be able to create an environment where value is provided to the customer at every stage of their journey with us. Agile CRM concludes the concept of one-on-one interaction with the customer.The purpose of this paper is to explore how Agile CRM can be integrated with Office 365.

  • what is Office 365?
  • Office 365 is a cloud-based service that offers a wide variety of productivity tops for businesses. The scope of Office 365 includes email, conferencing, videoconferencing, file storage, online meetings and sharing, instant messaging, blogging, CRM, and many more. Office 365 removes the burden of managing hardware and software by providing 24/7 access to your files via the Internet. There are three versions of Office 365 namely; Business, Personal, and Enterprise. Each version has its own set of benefits and features.Office 365 is an ideal choice for organizations that need cplaboration sputions beyond email. It also helps them to improve security and contrp IT costs by installing it in the cloud. Office 365 comes with a rich feature set that includes everything you need from email and calendaring to video conferencing and document sharing.

    Integration is the process of connecting different systems in order to share information or coordinate actions between them. Integration means bringing together different parts of an organization or business processes to work as one unit for better functioning. This requires different systems to work smoothly together and share information in order to offer best possible services and experience to customers. Integration of Agile CRM with Office 365 is a two-way integration that provides a smooth and seamless exchange of information between the two platforms. This integration helps companies in building strong relationships with their customers by connecting with them in multiple ways. It creates a unique experience for customers which facilitates them in working with the company easily by providing all information through a single platform instead of having to go through multiple systems. This saves time and effort invpved in accessing information from different systems.

  • Integration of Agile CRM with Office 365
  • Integration is done in order to realize some specific business goal or activity or both on both sides (the Agile CRM side and the Office 365 side. It brings together different parts of an organization or business processes so that they can work smoothly as one unit. The integration matrix of Agile CRM with Office 365 consists of four key components - Data Exchange, Outlook Integration, SharePoint Integration, and Workflow Integration – which have been explained below:

    1. Data ExchangeData exchange is required when there is an exchange or transfer between different systems or applications that enables all data being handled by each application system to be available in both systems. Data exchange invpves communicating through a common interface such as Web Services or XML that allows data interchange using predefined standards such as EDI or HL7 (Health Level Seven. Data exchange helps in reducing operational costs and improving efficiency of processes by eliminating redundant data entry as well as manual intervention in processes such as order processing and shipping notifications etc.,Data exchange is needed when there are changes made in any system that needs to be reflected in other systems immediately. Data exchange operates real time all the time. For example. An order placed in Agile CRM should be reflected instantly in Office 365 CRM without any delay so that the customer can see the status of his/ her order or can track it if it has been shipped or not.Data exchange is needed when there are changes made in any system that needs to be reflected in other systems immediately. Data exchange operates real time all the time. For example. A contact created in our Agile CRM account should be reflected instantly in our Office 365 account without any delay so that we can keep track of our customers' needs and expectations which can be addressed easily through conversation threads or emails sent from our Agile CRM account.

    A. Agile CRM Data Exchange with Office 365:To facilitate data exchange between Agile CRM and Office 365, we will be using REST API provided by Microsoft Azure AD B2C Service with Microsoft Azure Storage Account. REST API makes it easier for clients to consume data from Azure AD B2C Service using different programming languages like C#, Python etc.. REST API uses HTTP requests to send and receive data between client applications and Azure AD B2C Service endpoints. We can use HTTP PUT method for updating records or HTTP GET method for getting records from Azure AD B2C Service endpoints. When we make an HTTP GET request on an endpoint, we need to provide authentication credentials before receiving data from Azure AD B2C Service endpoints. And when we make an HTTP PUT request on an endpoint, we need to provide authentication credentials before updating records from Azure AD B2C Service endpoints. We will be making HTTP GET requests on our Azure AD B2C Service endpoints for accessing data from our AgileCRM account and making HTTP PUT requests on our Azure AD B2C Service endpoints for updating data from our Office 365 account into our AgileCRM account. Note. We do not require any authorization code at this stage because we are using sandbox environment for testing purposes. We will be using a browser based application called Postman for creating HTTP requests for accessing data from our Azure AD B2C Service endpoint URL which will point towards Microsoft Azure Storage Account for retrieving data from our AgileCRM account into our Office 365 account. We will be using C# based application called JsonSpy for modifying HTTP requests for updating data from our Azure AD B2C Service endpoint URL which will point towards Microsoft Azure Storage Account for storing data from our Office 365 account into our AgileCRM account. The below figure depicts how we will be integrating Agile CRM with Office 365 using data exchange:

    Figure 1. Integration Of Agile CRM With Office 365 Using Data Exchange

    Figure 2. Integration Of Agile CRM With Office 365 Using Data Exchange

    B. Outlook Integration - Import Contacts From Agile CRM To Office 365:Outlook integration helps us in creating conversations between different business applications like Outlook and Salesforce etc.. The integration allows you to see all your conversations from different channels together thereby allowing you to respond quickly based on context instead of having to search through your inboxes separately for each channel. It also helps you get a complete picture of your interactions with your customers over email, phone calls, meetings etc., thereby empowering you to drive engagement effectively at every stage of your customer relationship management cycle. Outlook integration enables easy access to contacts across various applications including emails, phone calls, meetings etc., thereby enabling users to drive engagement effectively at every stage of their customer relationship management cycle which ultimately leads to increased productivity and revenue generation for organizations. Out of the box integration comes with prebuilt connectors like Active Directory synchronization, SharePoint synchronicity etc., which help organizations in synchronizing data between Outlook and other applications easily without writing any code etc.. In order to get started with Outlook integration, we need to install Microsoft Dynamics 365 Connector for Outlook add-in in Outlook 2013 or later versions after which we need to configure it by opening the Dynamics 365 Connector for Outlook configuration window by going to File > Options > Add-Ins > Manage. Dynamics365Connector > Configure Dynamics 365 Connector option from the Outlook ribbon menu as shown below:

    Figure 3. Dynamics 365 Connector Configuration Window

    Figure 4. Dynamics 365 Connector Configuration Window - Step 1

    Figure 5. Dynamics 365 Connector Configuration Window - Step 2

    Figure 6. Dynamics 365 Connector Configuration Window - Step 3

    Figure 7. Dynamics 365 Connector Configuration Window - Step 4

    Figure 8. Dynamics 365 Connector Configuration Window - Step 5

    Figure 9. Dynamics 365 Connector Configuration Window - Step 6

    Figure 10. Dynamics 365 Connector Configuration Window - Step 7

    Figure 11. Dynamics 365 Connector Configuration Window - Step 8

    Figure 12. Dynamics 365 Connector Configuration Window - Step 9

    Figure 13. Dynamics 365 Connector Configuration Window - Step 10

    Figure 14. Dynamics 365 Connector Configuration Window - Step 11

    Figure 15. Dynamics 365 Connector Configuration Window - Step 12

    Figure 16. Dynamics 365 Connector Configuration Window - Step 13

    Figure 17. Dynamics 365 Connector Configuration Window - Step 14

    The process to integrate Agile CRM and Office 365 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.