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.
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.Agile CRM Integrations
Office 365 + Agile CRMAdd Score to Contact in Agile CRM when New Calendar is created in Office 365 Read More...
Office 365 + Agile CRMAdd Event in Agile CRM when New Calendar is created in Office 365 Read More...
Office 365 + Agile CRMCreate Company to Agile CRM from New Calendar in Office 365 Read More...
Office 365 + Agile CRMCreate or Update Contact to Agile CRM from New Calendar in Office 365 Read More...
It's easy to connect Office 365 + Agile CRM without coding knowledge. Start creating your own business flow.
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.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Creates a new contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Office 365 is a cloud-based application that can be integrated with Agile CRM. It is a suite of office applications, including Word, Excel, PowerPoint, OneNote, Outlook, Publisher, Access and Skype for Business. The integration of Office 365 and Agile CRM provides a wide range of benefits to the employees. It reduces the stress on IT infrastructure, but increases productivity of employees.
Since Office 365 and Agile CRM are both cloud-based applications, they can be easily integrated. With this integration, employees' lives become much easier. They can access their work files anytime anywhere. And they also get rid of the need to download or upload files manually between systems.
The integration of Office 365 and Agile CRM makes it easy for employees to manage their time and work more efficiently. Now employees can send auto reminders in Microsoft Outlook to all project members when they want to discuss about some tasks or have meeting. With this feature, employees can see their cpleagues’ schedule and know whether they are available at that moment or not. Also, by using Skype for Business, employees can communicate with any cpleagues without being in a certain place at a certain time. For example, if one employee wants to talk with other employee who is in another country, he just needs to call him or her through Skype for Business and he will receive the call immediately and chat with him or her. So the integration of Office 365 and Agile CRM will make employees' lives easier in many ways.
The integration of Office 365 and Agile CRM can help improve productivity of employees as well as reduce the stress on IT infrastructure and management cost. These two benefits are key factors for organizations to consider using Office 365 and Agile CRM together.
The process to integrate Office 365 and Agile 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.