Connect Office 365 and telecrm
Integrate Office 365 with telecrm to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in TeleCRM when New Contact in Office 365
Update Lead Details in TeleCRM when New Contact in Office 365
Search Leads in TeleCRM when New Contact in Office 365
Create Contact in Office 365 when When a lead is updated in TeleCRM
Create Draft Email in Office-365 when When a lead is updated in TeleCRM
Popular Office 365 + telecrm flows
Start from a real workflow other teams are already running.
Choose a trigger
Office 365
When this happens...
New Contact
Choose an action
telecrm
Automatically do this!
Create Lead
Update Lead Details
Search Leads
Create Lead in TeleCRM when New Contact in Office 365
Use this flowUpdate Lead Details in TeleCRM when New Contact in Office 365
Use this flowSearch Leads in TeleCRM when New Contact in Office 365
Use this flowCreate Contact in Office 365 when When a lead is updated in TeleCRM
Use this flowCreate Draft Email in Office-365 when When a lead is updated in TeleCRM
Use this flowCreate Event in Office-365 when When a lead is updated in TeleCRM
Use this flowDelete Event in Office-365 when When a lead is updated in TeleCRM
Use this flowUpdate Contact in Office-365 when When a lead is updated in TeleCRM
Use this flowCreate Contact in Office 365 when New Lead Is Created in TeleCRM
Use this flowCreate Draft Email in Office-365 when New Lead Is Created in TeleCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Office 365 and telecrm.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
When a lead is updated
Runs the workflow automatically whenever any lead is updated in the account.
New Lead Is Created
Runs when new lead is created
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.
Create Lead
Add a new lead or update an existing lead by phone; optionally set name, email, status, rating, assignee, and add payment or custom actions.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Office 365 and telecrm workflows.
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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!
Learn moreSimilar apps
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Office 365 and telecrm 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.
Yes. viaSocket uses instant triggers where available, so data moves between Office 365 and telecrm as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach telecrm. No coding required.
Yes. You can set up a workflow where Office 365 triggers actions in telecrm, and a separate workflow where telecrm triggers actions in Office 365. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Office 365 and telecrm. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Office 365 and telecrm integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
