Connect Office 365 and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Office 365

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Office 365 and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when new contact is created.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your Office 365 integrations.

Create Contact

Create Contact

Creates a new contact

Create Draft Email

Create Draft Email

Creates a draft of an email that can be reviewed and sent out.

Create Event

Create Event

Creates a new event in a calendar.

Delete Event

Delete Event

Delete an existing event

Update Contact

Update Contact

Update an existing contact.

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

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Step by step guides to integrate Office 365 and Zoho CRM

Frequently Asked Questions

How do I start an integration between Office 365 and Zoho CRM?

To start, connect both your Office 365 and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Office 365 is recorded in Zoho CRM?

Absolutely. You can customize how Office 365 data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Office 365 and Zoho CRM?

The data sync between Office 365 and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Office 365 to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Office 365 and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Office 365 and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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