IntegrationsOffice 365Close
Office 365 + Close

Connect Office 365 and Close to Build Intelligent Automations

Choose a Trigger

Office 365

When this happens...

Choose an Action

Close

Automatically do this!

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 Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

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 Contact

Create Contact

create a contact.

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Step by step guides to integrate Office 365 and Close

Frequently Asked Questions

How do I start an integration between Office 365 and Close?

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

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

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

How often does the data sync between Office 365 and Close?

The data sync between Office 365 and Close 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 Close?

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 Close?

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

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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