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Office 365 + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Salesmate.io

  • 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 Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations

Best ways to Integrate Office 365 + Salesmate.io

  • Office 365 Salesmate.io

    Office 365 + Salesmate.io

    Create Contact to Salesmateio from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesmate.io Create Contact
  • Office 365 Salesmate.io

    Office 365 + Salesmate.io

    Create Company to Salesmateio from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesmate.io Create Company
  • Office 365 Salesmate.io

    Office 365 + Salesmate.io

    Create Deal to Salesmateio from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesmate.io Create Deal
  • Office 365 Salesmate.io

    Office 365 + Salesmate.io

    Create Activity to Salesmateio from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesmate.io Create Activity
  • Office 365 Salesmate.io

    Office 365 + Salesmate.io

    Update Contact in Salesmateio when New Calendar is created in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesmate.io Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Office 365 + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Office 365 & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Office 365 and Salesmate.io

Office 365

Office 365 is a cloud-based service for businesses to use. It allows the user to have access to all their company’s critical data from anywhere, anytime. It is made up of various applications which include Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Microsoft OneNote, Microsoft Skype for Business and Microsoft Exchange Server. This can be used for both personal and business purposes. Office 365 is an upgraded version of traditional Office. It has several added features that are designed to enhance the productivity of its users.

Salesmate.io

Salesmate.io is an app that allows companies to manage their customer relations through a single platform. This helps in the creation of new leads and also the integration of them into existing customers. The app allows companies to capture and store information of their customers and prospects on the go. It creates a seamless process for email marketing and sales automation. Through its Salesmate.io API, it allows external applications to connect and work with the app.

Integration of Office 365 and Salesmate.io

Integration of Office 365 and Salesmate.io streamlines the workflow of sales teams by integrating contacts from Salesmate.io into Outlook calendar events and Outlook tasks as well as create contacts directly from Outlook. It also facilitates the transfer of data from Salesmate.io into Outlook email messages as attachments as well as into documents such as Word and PowerPoint files. With this integration, sales teams can make more use of their time and resources by not having to switch between different tops and still be able to complete their sales pipeline more effectively and efficiently. It also provides sales team members with a better understanding and insight on the sales cycle and relationship with their customers and prospects by being able to track, monitor and manage their communications from Salesmate.io through Outlook calendar events and Outlook tasks.

Benefits of Integration of Office 365 and Salesmate.io

Data is stored in one place – In a scenario where a sales team uses both Office 365 and Salesmate.io, their data will all be stored together in the same place – the cloud – so that they have a single source of all contacts and activities related to their customers or prospects. This will allow them to have a better overview of the status of each customer or prospect. It also allows for a more effective way of managing all their data. For example, if they want to change an email address or phone number, all they need to do is edit it once instead of changing it in multiple places, making sure that they do not repeat any errors as well as saving them time as well as the hassle of having to check whether there are any conflicting information or not.

Less switching between apps – Using both Office 365 and Salesmate.io means that you do not have to switch between several different apps whenever you need to check on your company’s sales process or your customers’ activity. Instead, you can use a single app – Salesmate.io – for everything without having to worry about having to switch between apps or worry about missing out on important information because you do not see something immediately since it is in another app.

The process to integrate Office 365 and Salesmate.io 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.