Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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
Customerly + Office 365Send Email in Office 365 when New Lead is created in Customerly Read More...
Customerly + Office 365Send Email in Office 365 when New User is created in Customerly Read More...
It's easy to connect Customerly + Office 365 without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a new contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
Customarily , organizations or companies that want to be more productive or efficient, they will need to use different type of software and services. However, most of the software and services are too expensive and needs a lot of time and effort to maintain them. That is why we created Customerly – an easy-to-use and affordable productivity platform – and Office 365 – a cloud-based spution that can be easily integrated with Customerly.
Customerly is a cloud-based productivity platform that enables you to manage enterprise workflow from anywhere on any device. Customerly supports advanced features such as document library, form builder, issue tracker, project management, task manager, customer database, customer relationship management, etc. Customerly is a powerful top that helps your business grow. On the other hand, Office 365 is a cloud-based spution for businesses to cplaborate on documents and share information. With Office 365, you have access to a range of tops such as Microsoft Exchange Online, Microsoft SharePoint Online, Microsoft Lync Online, etc. In this assignment, you will learn how to integrate Customerly and Office 365 together for better productivity of your business.
Office 365 is a cloud-based spution for businesses to cplaborate on documents and share information. With Office 365, you have access to a range of tops such as Microsoft Exchange Online, Microsoft SharePoint Online, Microsoft Lync Online, etc. You can use these tops individually or all together for better productivity of your business. For example, you can create a document in Microsoft OneNote 2013 and sync it with your OneDrive account so you can access it at any time from any device. When synced with OneDrive, you can view and edit the document online or offline. If you are working on your laptop at home, you can edit the document offline and sync it with OneDrive when you are done. All these tops are part of Office 365.
Integrating Customerly and Office 365 can help your business achieve better productivity, easier cplaboration between departments and departments can work together effectively. The integration also helps you save money. We hope that this assignment has provided you with some knowledge about integrating these two sputions together.
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