Integrating Office 365 with SharpSpring by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Office 365 and SharpSpring
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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 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.
Integrations for SharpSpringIt's easy to connect Office 365 + SharpSpring without coding knowledge. Start creating your own business flow.
- Triggers
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New CalendarTriggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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New AccountA new Account is created in SharpSpring.
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New Lead
When a lead has been created in sharpspring.
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New Opportunity
A new Opportunity is created in SharpSpring.
- Actions
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
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Create Account
Create an Account in SharpSpring.
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Create Campaign
Create a new Campaign in SharpSpring.
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Create Lead
Create a Lead in SharpSpring.
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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".
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Update Lead
Update a Lead in SharpSpring.
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Update Opportunity
Update a opportunity
How Office 365 & SharpSpring Integrations Work
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Step 1: Choose Office 365 as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SharpSpring as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Office 365 to SharpSpring.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.