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Integrate Office 365 with Customerly

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

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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 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 Integrations

Best ways to Integrate Office 365 + Customerly

  • Office 365 Integration Customerly  Integration

    Office 365 + Customerly

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

    Office 365 + Customerly

    Create or Update User to Customerly from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 Integration New Calendar
     
    Then do this...
    Customerly  Integration Create or Update User
  • Office 365 Integration Customerly  Integration

    Office 365 + Customerly

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

    Office 365 + Customerly

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

    Office 365 + Customerly

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

    Office 365 + {{item.actionAppName}}

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

It's easy to connect Office 365 + Customerly 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Office 365 & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Office 365 and Customerly

  • Office 365 ?
  • 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.

  • Integration of Office 365 and Customerly
  • 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 .

  • Benefits of Integration of Office 365 and 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.