Office 365 + Customerly Integrations
Appy Pie Connect allows you to automate multiple workflows between Office 365 and Customerly
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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 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.
Customerly IntegrationsBest ways to Integrate Office 365 + Customerly
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Office 365 + Customerly
Create or Update Lead to Customerly from New Calendar in Office 365 Read More...When this happens...
New Calendar
Then do this...
Create or Update Lead
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Office 365 + Customerly
Create or Update User to Customerly from New Calendar in Office 365 Read More...When this happens...
New Calendar
Then do this...
Create or Update User
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Office 365 + Customerly
Add User Tag in Customerly when New Calendar is created in Office 365 Read More...When this happens...
New Calendar
Then do this...
Add User Tag
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Office 365 + Customerly
Create or Update Lead to Customerly from New Contact in Office 365 Read More...When this happens...
New Contact
Then do this...
Create or Update Lead
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Office 365 + Customerly
Create or Update User to Customerly from New Contact in Office 365 Read More...When this happens...
New Contact
Then do this...
Create or Update User
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Office 365 + Customerly without coding knowledge. Start creating your own business flow.
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New Calendar
Triggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How Office 365 & Customerly Integrations Work
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Step 1: Choose Office 365 as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Customerly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Office 365 to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Office 365 and Customerly
Office 365 is a hosted software suite that provides cloud-based apps and services, including email, to individuals, businesses, non-profits, and educational institutions. It’s an intelligent spution that adapts to your needs and helps you work more efficiently. Office 365 can help you communicate better, cplaborate more effectively, and work productively from anywhere on any device.
Customerly ?
Customerly is a web application for managing customer relationship management (CRM. data, sales leads, and marketing campaigns. Using Customerly , companies can manage their customers, prospects, leads, activities, deals, cases, tasks, deals, opportunities, and more without the need for expensive software or complex IT integration.
Microsoft Office 365 and Customerly are integrated in order to enable users to send information from one platform to another. For instance, if a user wants to add a new contact in Customerly , he/she can simply do this by using the OneDrive integration. This means that a user does not have to fill out the same information twice as he/she will be able to use the same information in both platforms (Customerly and Office 365. Once a user saves that information in OneDrive , it automatically gets synced with Customerly .
The benefits of integration of Office 365 and Customerly are numerous. Integration of these two platforms enables users to get important information in real time. With this capability, users will always have access to all their data. Additionally, integration of these two platforms also provides security advantages since users only have to login once to both platforms. Furthermore, integration makes it easy for users to exchange information between the two platforms (Customerly and Office 365. Another benefit of integration is that it simplifies the data management process since users do not have to create duplicate data entries. Instead, they only have to create information once which then gets updated in both platforms (Customerly and Office 365. Integration also ensures that there are no delays since everything is saved at the same time in both platforms. For example, a user can add a new contact in Customerly which will then get updated in Office 365 immediately.
In conclusion, Microsoft Office 365 and Customerly are integrated in order to provide users with a seamless experience when using platforms for different purposes (such as managing customers. This integration enables users to get the most out of each platform since the information that they are entering into one platform gets synced with the other platform automatically. This ensures that nothing gets lost and all information is always available when users need it most.
The process to integrate Office 365 and Customerly 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.
