Connect ATZ CRM and Microsoft Office 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Added
New Candidate Added
Candidate Updated
Candidate Deleted
Contact Deleted
Contact Updated
Deal Created
Deal Deleted
Deal Updated
Job Created
Job Deleted
Job Updated
New Organization Added
Organization Deleted
Update Organization
Choose an Action
Automatically do this!
- Request a new Action for Microsoft Office 365
Enable Integrations or automations with these events of ATZ CRM and Microsoft Office 365
Enable Integrations or automations with these events of ATZ CRM and Microsoft Office 365
Triggers
Contact Added
Occurs when a new contact is added to ATZ CRM and provides the contact details.
New Candidate Added
Creates a new candidate record in ATZ CRM when a candidate is added, capturing their basic profile for tracking and follow-up.
Candidate Updated
Triggers when a candidate's record is updated in ATZ CRM and returns the updated candidate details.
Candidate Deleted
Notifies when a candidate record is deleted from the CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Contact Updated
Triggers when a contact's information is updated in ATZ CRM.
Actions
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update Candidate
Update an existing candidate's profile in ATZ CRM using the candidate slug and any provided fields (name, contact, position, salary, languages, tags, etc.).
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
Update Contact
Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).
Create Organization
Create a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.
Update Deal
Update an existing deal in ATZ CRM with new details such as name, close date, stage, amount, contacts, organization, owner, and tags.
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Frequently Asked Questions
To start, connect both your ATZ CRM and Microsoft Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in ATZ CRM triggers actions in Microsoft Office 365 (or vice versa).
Absolutely. You can customize how ATZ CRM data is recorded in Microsoft Office 365. This includes choosing which data fields go into which fields of Microsoft Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between ATZ CRM and Microsoft Office 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ATZ CRM and Microsoft Office 365. 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.
About ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn MoreAbout Microsoft Office 365
Microsoft Office 365 is a comprehensive suite of productivity tools that includes applications like Word, Excel, PowerPoint, and Outlook, designed to enhance productivity and collaboration in both personal and professional settings. It offers cloud-based services, allowing users to access their documents and applications from anywhere, on any device.
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