Integrate Office 365 with Zoho CRM
Send information between Office 365 and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Office 365 and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event added
Triggers when a new event is added in the selected calendar
Calendar added
Triggers when a new calendar is added
Email received
Triggers when a new email is received
Event updated
Triggers when any detail of an existing event is updated
Contact added
Triggers when a new contact is added
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
Create event
Creates a new event in the selected calendar
Update contact
Updates the details of an existing contact by ID
Update event
Updates the details of an existing event by ID
Update user
Updates the details of a user by ID
Fetch user
Fetches the details of a user by display name
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Find contact folder
Finds a contact folder using name
Fetch contact
Fetches the details of an existing contact by name
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add tags
Adds tags to the specified record
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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