Integrations Office 365 referralhero
Office 365 + referralhero
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Connect Office 365 and referralhero

Integrate Office 365 with referralhero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Available events for Office 365 and referralhero

Full list

Supported Triggers & Actions

Everything you can automate between Office 365 and referralhero.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when new contact is created.

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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.

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Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate Office 365 and referralhero workflows.

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Integrations Office 365
Office 365 + referralhero
Office 365 logo

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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Integrations referralhero
referralhero + Office 365
referralhero logo

About referralhero

ReferralHero is a powerful referral marketing platform to build any type of referral program.

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Frequently Asked Questions

How do I connect Office 365 and referralhero?

Sign up for a free viaSocket account, then authorize both your Office 365 and referralhero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Office 365 and referralhero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Office 365 to referralhero?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach referralhero. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Office 365 triggers actions in referralhero, and a separate workflow where referralhero triggers actions in Office 365. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Office 365 and referralhero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Office 365 and referralhero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.