Integrations Office 365 salestrekker
Office 365 + salestrekker

Connect Office 365 and salestrekker to Build Intelligent Automations

Choose a Trigger

Office 365

When this happens...

Choose an Action

salestrekker

Automatically do this!

Enable Integrations or automations with these events of Office 365 and salestrekker

Enable Integrations or automations with these events of Office 365 and salestrekker

Triggers

New Contact

New Contact

Triggers when new contact is created.

Request a new Trigger for Office 365

Actions

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.

Request a new Action for Office 365

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Step by step guides to integrate Office 365 and salestrekker

Frequently Asked Questions

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

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

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

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

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

The data sync between Office 365 and salestrekker 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 salestrekker?

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 salestrekker?

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

About salestrekker

Salestrekker is CRM software for finance professionals.

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