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Office 365 + Zoho CRM Integrations

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

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

  • Salesforce Salesforce
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Best ways to Integrate Office 365 + Zoho CRM

  • Office 365 Zoho CRM

    Office 365 + Zoho CRM

    Create/Update Lead to Zoho CRM from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Office 365 Zoho CRM

    Office 365 + Zoho CRM

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

    Office 365 + Zoho CRM

    Create Module Entry to Zoho CRM from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Zoho CRM Create Module Entry
  • Office 365 Zoho CRM

    Office 365 + Zoho CRM

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

    Office 365 + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Office 365 + Zoho 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.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Office 365 & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Office 365 and Zoho CRM

Office 365

Office 365 is a cloud-based office suite from Microsoft. It is a subscription-based software as a service (SaaS. application.

Zoho CRM

Zoho CRM is a customer relationship management application. It helps users manage their contacts, leads, and sales opportunities. The application also includes a mobile app which allows users to access it from anywhere.

Integration of Office 365 and Zoho CRM

Both Office 365 and Zoho CRM are web applications. The integration between the two applications allows users to cplaborate easily. This increases the productivity of teams.

Benefits of Integration of Office 365 and Zoho CRM

The integration between the two applications has a number of benefits. The most significant benefit is that business users can cplaborate more effectively. This allows them to meet their objectives easily. It also saves time and money for companies. Here are some other benefits:

  • Easy to use – Both Office 365 and Zoho CRM are easy to use as they are web-based applications. This means that users do not need additional hardware to run them. It also means that users can access them from anywhere as long as they have an internet connection. The interface of the applications is also user-friendly which makes it easy for users to learn how to use them.
  • Scalable – The integration of the two applications allows users to scale up or down as per their needs. For example, if you need more help with your sales, you can add another sales associate without having to buy extra hardware or hire more employees. You can simply create a new user account and give him or her access to Zoho CRM. The same applies when you do not need extra employees anymore. You can simply deactivate the user account and save on your costs.
  • Improved cplaboration – The integration of the two applications allows users to cplaborate more effectively. Users can share tasks and appointments easily. This allows them to work together and achieve their goals faster and more efficiently. They can also share documents and present them in meetings with ease. This saves time and money for companies because there is no need to print documents or presentations anymore. Businesses also save on printing costs by using the integrated applications.
  • Secure – Both Office 365 and Zoho CRM offer secure data storage facilities. Therefore, businesses can be confident that their data will be safe even when they are using the applications online. This increases trust between businesses and their customers, which increases sales opportunities for businesses.

This article discusses the benefits of the integration of Office 365 and Zoho CRM for businesses. Users can access both applications online through web browsers without the need for additional hardware or software. Businesses save cost by using these applications because they do not have to buy additional hardware or hire employees anymore. They also save on printing costs by using the integrated applications because there is no need to print documents anymore for meetings or presentations. Another benefit is that it is easy for users to cplaborate effectively with each other by sharing documents, appointments, tasks, etc., using these integrated applications. Integrated applications are also secure since they provide secure storage facilities for data.

The process to integrate Office 365 and Zoho 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.