Connect WhatConvert and Office 365
Integrate WhatConvert with Office 365 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Office 365 when When a new lead is created in WhatConvert
Create Draft Email in Office-365 when When a new lead is created in WhatConvert
Create Event in Office-365 when When a new lead is created in WhatConvert
Delete Event in Office-365 when When a new lead is created in WhatConvert
Update Contact in Office-365 when When a new lead is created in WhatConvert
Popular WhatConvert + Office 365 flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Office 365
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Create Contact in Office 365 when When a new lead is created in WhatConvert
Use this flowCreate Draft Email in Office-365 when When a new lead is created in WhatConvert
Use this flowCreate Event in Office-365 when When a new lead is created in WhatConvert
Use this flowDelete Event in Office-365 when When a new lead is created in WhatConvert
Use this flowUpdate Contact in Office-365 when When a new lead is created in WhatConvert
Use this flowCreate Contact in Office 365 when When an existing lead is updated in WhatConvert
Use this flowCreate Draft Email in Office-365 when When an existing lead is updated in WhatConvert
Use this flowCreate Event in Office-365 when When an existing lead is updated in WhatConvert
Use this flowDelete Event in Office-365 when When an existing lead is updated in WhatConvert
Use this flowUpdate Contact in Office-365 when When an existing lead is updated in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Office 365.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
New Contact
Triggers when new contact is created.
Do thisActions
Action is the task that follows automatically within your WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate WhatConvert and Office 365 workflows.
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About WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Office 365 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 WhatConvert and Office 365 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 Office 365. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Office 365, and a separate workflow where Office 365 triggers actions in WhatConvert. 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 WhatConvert and Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
