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Integrate Customerly with Office 365

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

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About Customerly

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.

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 ways to Integrate Customerly + Office 365

  • Customerly  Integration Office 365 Integration

    Customerly + Office 365

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

    Customerly + Office 365

    Create Event to Office 365 from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Office 365 Integration Create Event
  • Customerly  Integration Office 365 Integration

    Customerly + Office 365

    Create Contact to Office 365 from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Office 365 Integration Create Contact
  • Customerly  Integration Office 365 Integration

    Customerly + Office 365

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

    Customerly + Office 365

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 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.

  • 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 Customerly & Office 365 Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Office 365.

    (2 minutes)

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

Integration of Customerly and Office 365

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 ?
  • 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?
  • 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.

    The process to integrate 403 Forbidden and 403 Forbidden 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.