Connect Office 365 and ATZ CRM to Build Intelligent Automations

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Office 365

When this happens...

Choose an Action

ATZ CRM

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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.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

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.

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

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Step by step guides to integrate Office 365 and ATZ CRM

Frequently Asked Questions

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

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

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

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

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

The data sync between Office 365 and ATZ 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 ATZ 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 ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Office 365 and ATZ 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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ATZ CRM

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.

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