Connect Salesflare and Office 365 to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

Office 365

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Event

New Workflow Step Event

Triggers when new workflow step event is created.

New Contact

New Contact

Triggers when new contact is created.

Request a new Trigger for Salesflare

Do thisActions

Action is the task that follows automatically within your Salesflare integrations.

Find account

Find account

Find an account

Find Contact

Find Contact

Find a contact

Find Opportunity

Find Opportunity

Find an Opportunity

Find Person

Find Person

Find a Person

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

We'll help you get started

Our team is all set to help you!

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Step by step guides to integrate Salesflare and Office 365

Frequently Asked Questions

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

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

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

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

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

The data sync between Salesflare and Office 365 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 Salesflare to Office 365?

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 Salesflare and Office 365?

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

Salesflare

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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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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