Connect Office 365 and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use Office 365 and noCRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
Do thisActions
Action is the task that follows automatically within your Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
List Client Folders
Return the list of client folders
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Step by step guides to integrate Office 365 and noCRM.io
Frequently Asked Questions
To start, connect both your Office 365 and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Office 365 data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Office 365 and noCRM.io 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 Office 365 and noCRM.io. 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 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.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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