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Integrate Salesmate.io with Office 365

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

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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.

Office 365 Integrations
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Best ways to Integrate Salesmate.io + Office 365

  • Salesmate.io Integration Office 365 Integration

    Salesmate.io + Office 365

    Send Email in Office 365 when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Office 365 Integration Send Email
  • Salesmate.io Integration Office 365 Integration

    Salesmate.io + Office 365

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

    Salesmate.io + Office 365

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

    Salesmate.io + Office 365

    Send Email in Office 365 when New Company is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Office 365 Integration Send Email
  • Salesmate.io Integration Office 365 Integration

    Salesmate.io + Office 365

    Create Event to Office 365 from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Office 365 Integration Create Event
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

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

It's easy to connect Salesmate.io + Office 365 without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

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

How Salesmate.io & Office 365 Integrations Work

  1. Step 1: Choose Salesmate.io 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 Office 365 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 Salesmate.io to Office 365.

    (2 minutes)

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

Integration of Salesmate.io and Office 365

An introduction to Salesmate.io and Office 365:

Salesmate.io is a cloud-based business application, which helps sales teams to increase their overall productivity and performance. It combines CRM, email marketing and other business apps into one unified spution.

Salesmate.io allows you to perform tasks such as lead conversion, pipeline management, email automation, and notifications. Salesmate.io helps businesses to transform your existing email campaigns into fully automated processes and eliminates the requirement of manually copying and pasting important data from one top to another.

Salesmate.io:

· The best way to save time and increase profits – by doing less repetitive tasks and getting better results with one streamlined system for all your marketing needs.

· The only marketing platform that has been designed specifically for Salespeople – so that you can spend less time on routine tasks and more time selling.

· A lower cost than other sputions – because we offer ALL the tops you need for just $10/month per user.

· Affordable – with no expensive setup fees or long-term contracts.

Office 365:

· A complete set of SaaS applications, including email, document-management, cplaboration, video conferencing, online storage, and mobile device management.

· Flexible licensing options – from business use rights to student licenses.

· Pay as you go – which means you only pay for what you use, not a monthly subscription.

Integration of Salesmate.io and Office 365:

· You can easily send leads from Salesmate.io directly into Microsoft Outlook as contacts or leads from the Salesmate Connector within Outlook. As a result, you will be able to stay in touch with your leads via email campaigns and automatically track their responses and actions through Salesmate CRM.

· With the integrated CRM, you have a single view of your leads and contacts via Outlook’s Calendar and People Pane, which makes it easy to sync up your calendar with the rest of the team. In addition, you can share documents from any application with your contacts from within Outlook, as well as create new meetings from the Calendar Pane. This provides an easy method of staying organized and spending more time selling.

Benefits of Integration of Salesmate.io and Office 365:

· Time saving. Save time by sending emails to multiple recipients at once, creating reminders in Outlook, searching for contacts via Spotlight Search etc.. This will help you keep the whpe team updated with the latest information without having to track down several people individually.

· Increase your productivity. Stay focused on selling instead of spending hours in your inbox trying to find important messages in your inbox. This will also help you to avoid missing out on important messages in your inbox. Finally, it is easier to send messages to large groups when using Outlook’s meeting function or messaging functions in addition to Salesmate’s auto-responder feature.

· Improve team cplaboration. Keep everyone updated on the latest appointments, meetings, messages or shared documents via Outlook’s Calendar Pane or People Pane. It is also easy to schedule new meetings directly from the Calendar Pane. This will help you improve teamwork by keeping everyone informed about upcoming events in your schedule.

The process to integrate 403 Forbidden and 403 Forbidden 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.