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Office 365 + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 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.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
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  • Alore CRM Alore CRM

Best ways to Integrate Office 365 + Agile CRM

  • Office 365 Agile CRM

    Office 365 + Agile CRM

    Add Score to Contact in Agile CRM when New Calendar is created in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Agile CRM Add Score to Contact
  • Office 365 Agile CRM

    Office 365 + Agile CRM

    Add Event in Agile CRM when New Calendar is created in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Agile CRM Add Event
  • Office 365 Agile CRM

    Office 365 + Agile CRM

    Create Company to Agile CRM from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Agile CRM Create Company
  • Office 365 Agile CRM

    Office 365 + Agile CRM

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

    Office 365 + Agile CRM

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

    Office 365 + {{item.actionAppName}}

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

It's easy to connect Office 365 + Agile CRM 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.

  • 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.

    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.

  • 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.

How Office 365 & Agile CRM Integrations Work

  1. Step 1: Choose Office 365 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 Agile CRM 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 Office 365 to Agile CRM.

    (2 minutes)

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

Integration of Office 365 and Agile CRM

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.