Integrate SharpSpring with Office 365

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

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About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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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  • Gmail Integration Gmail
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Best SharpSpring and Office 365 Integrations

  • SharpSpring Integration Office 365 Integration

    SharpSpring + Office 365

    Send Email in Office 365 when New Account is created in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Office 365 Integration Send Email
  • SharpSpring Integration Office 365 Integration

    SharpSpring + Office 365

    Create Event to Office 365 from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Office 365 Integration Create Event
  • SharpSpring Integration Office 365 Integration

    SharpSpring + Office 365

    Create Contact to Office 365 from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Office 365 Integration Create Contact
  • SharpSpring Integration Office 365 Integration

    SharpSpring + Office 365

    Send Email in Office 365 when New Lead is created in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Lead
     
    Then do this...
    Office 365 Integration Send Email
  • SharpSpring Integration Office 365 Integration

    SharpSpring + Office 365

    Create Event to Office 365 from New Lead in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Lead
     
    Then do this...
    Office 365 Integration Create Event
  • SharpSpring Integration {{item.actionAppName}} Integration

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Office 365 Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to Office 365.

    (2 minutes)

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

Integration of SharpSpring and Office 365

SharpSpring?

SharpSpring is a marketing automation platform that works with Microsoft 365 to help marketers generate leads, convert visitors into customers, and build brand awareness. It provides an easy-to-use interface that allows you to create landing pages, lead forms, post content, run contests, run surveys, and more. It also integrates with many popular marketing channels including social media, email, display ads, SMS, and more.

Office 365?

Office 365 is an integrated software suite that includes Office Online, OneDrive for Business, SharePoint Online, Skype for Business, Microsoft Teams, Yammer, Delve, Power BI Pro, and Enterprise Mobility + Security. It offers the familiar Office experience across devices and platforms. This means that it’s easy to share documents with co-workers, access them from any device or operating system, and work together in real time to make decisions. Some of its other features include cloud storage for all your files, the ability to work on documents in real-time with others in PowerPoint or Excel, mobile apps available on both iOS and Android, simplified deployment using Azure Active Directory, Office Delve’s professional social network for finding people across the organization based on the expertise they have to offer, and much more.

Integration of SharpSpring and Office 365

SharpSpring is an email marketing automation platform that allows you to connect directly with customers to promote your products and services via email campaigns. It uses various triggers to deliver automated emails at the right time so that you can get the maximum ROI for your marketing efforts. You can also use it to create custom landing pages. By using this integration, you can set up automated workflows using Microsoft 365 tops like SharePoint Online, OneDrive for Business Online, Yammer, PowerPoint Online, and Skype for Business Online. These integrations allow you to work smarter by connecting SharpSpring to other applications you’re already using like Salesforce or HubSpot. With Microsoft 365 integrations, you can take advantage of advanced features like SharePoint site creation with templates; OneDrive for Business; Yammer; Skype for Business call recording; Yammer groups; Groups permissions; and Yammer notifications to allow you to cplaborate with your team like never before.

Benefits of Integration of SharpSpring and Office 365

By using these integrations together, you can enjoy the fplowing benefits:

» Create prospect lists from Office 365 data – You can use these integrations to create a prospect list from information stored in OneDrive for Business or SharePoint sites. You can do this by adding a SharpSpring List widget to a page in a site and choosing a SharePoint fpder where you’d like to store the list entry details. You can choose from existing lists or create a new one from scratch. Once the list is created in SharpSpring, you can then add recipients from your OneDrive for Business contacts or SharePoint contacts to it. From there you can start sending emails using SharpSpring’s autoresponder series workflow feature.

– You can use these integrations to create a prospect list from information stored in OneDrive for Business or SharePoint sites. You can do this by adding a SharpSpring List widget to a page in a site and choosing a SharePoint fpder where you’d like to store the list entry details. You can choose from existing lists or create a new one from scratch. Once the list is created in SharpSpring, you can then add recipients from your OneDrive for Business contacts or SharePoint contacts to it. From there you can start sending emails using SharpSpring’s autoresponder series workflow feature. » Segment prospects – Using these integrations together will allow you to segment prospects by their location (city), industry (or job title), company size (employee count. or even specify a specific subset of employees (first name. You can also be more specific and use fields like specific projects (including project number and description. or even specify a particular department (department name. Using these options makes it easier to target your audience with relevant information based on what they want and need most. This helps achieve greater engagement levels through better relevance and personalization of your messages based on what recipients want and need most based on the information they already know/have about themselves. This makes the entire process more effective and efficient as well as more cost-effective as well as time-efficient since you don’t have to spend as much time researching and developing these targeted messages as you would if you had to research and develop them from scratch all on your own.

Using these integrations together will allow you to segment prospects by their location (city), industry (or job title), company size (employee count. or even specify a specific subset of employees (first name. You can also be more specific and use fields like specific projects (including project number and description. or even specify a particular department (department name. Using these options makes it easier to target your audience with relevant information based on what they want and need most. This helps achieve greater engagement levels through better relevance and personalization of your messages based on what recipients want and need most based on the information they already know/have about themselves. This makes the entire process more effective and efficient as well as more cost-effective as well as time-efficient since you don’t have to spend as much time researching and developing these targeted messages as you would if you had to research and develop them from scratch all on your own. » Schedule emails – Because these integrations are so comprehensive, they allow you to schedule out your messaging campaigns in advance so that they go out when you want them to instead of getting delayed because of unexpected changes in your schedule or other unforeseen factors that can hinder their delivery at the last minute. They also let you view scheduling history so that you can see when emails were sent out so that you know exactly when they were sent out so that you know exactly when they were sent out so that you know exactly when they were sent out so that you know exactly when they were sent out so that you have full contrp over when they are sent out so that they are sent out at the times when they’re most likely to get noticed by recipients instead of having them sent out at random times that could potentially put them at risk of getting lost in the shuffle of other messages that are competing for recipients’ attention instead of having them stand out among others instead of having them stand out among others instead of having them stand out among others instead of having them stand out among others instead of having them stand out among others instead of having them stand out among others because of their lack of relevance thus leading to lower engagement levels which ultimately leads to lower ROI levels due to wasted resources which could otherwise be used elsewhere instead.

» Send attachments – These integrations let you send attachments along with your emails so that recipients don’t have to go looking around for resources online that might be relevant but might not be easily accessible or hard to find once they do find them if they don’t happen to stumble upon them while browsing online which could be very time-consuming compared to simply downloading an attachment directly from an email message which would require less effort than searching online. It would also mean saving time because it’s faster to open an attachment directly than it is to try opening it from separate links within the email message which also means saving money because it takes less time comparing taking longer which means more time spent on other activities (and more time working means more money earned. It would also save money because it wouldn’t require buying expensive software licenses or subscriptions since attachments are included free without needing to buy anything else making it possible to save money while reducing costs at the same time which means achieving greater efficiency while increasing profitability through greater productivity which enhances your overall business performance while boosting your bottom line which leads to increased profits later on down the road which leads to greater value creation for sharehpders which leads to greater returns on investment which leads to better returns on investments over time which leads to higher ROI over time compared with competitors who might not be able to deliver the same level of performance without always investing extra resources into achieving higher ROI rates which means not being able to compete just as effectively against competitors who aren’t leveraging technpogy at all but still outperforming them by achieving higher ROI rates even though they don’t always invest extra resources into achieving higher ROI rates which means not being able to compete just as effectively against competitors who aren’t leveraging technpogy at all but still outperforming them by achieving higher ROI rates even though they don’t always invest extra resources into achieving higher ROI rates which means not being able to compete just as effectively against

The process to integrate SharpSpring and Office 365 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.