Skip to content

Integrate Zoho CRM with Microsoft Office 365 to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Zoho CRM with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoho CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho CRM, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Office 365

An action is what takes place after the automation is triggered. For example, with Microsoft Office 365, the action could be "Create Event."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zoho CRM to Microsoft Office 365

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Zoho CRM to Microsoft Office 365 with a Zapier template.

Our most popular template

Create module entries in Zoho CRM from new emails in Microsoft Office 365
Premium
Details
Try it
Microsoft Office 365 + Zoho CRM
Send emails in Microsoft Office 365 for new or updated contacts in Zoho CRM
Premium
Details
Try it
Zoho CRM + Microsoft Office 365
Create contacts in Microsoft Office 365 for new or updated contacts in Zoho CRM
Premium
Details
Try it
Zoho CRM + Microsoft Office 365
Create events in Microsoft Office 365 for new module entries in Zoho CRM
Premium
Details
Try it
Zoho CRM + Microsoft Office 365
Create events in Microsoft Office 365 from new or updated module entries in Zoho CRM
Premium
Details
Try it
Zoho CRM + Microsoft Office 365
Create new Microsoft Office 365 contacts from new Zoho CRM contacts
Premium
Details
Try it
Zoho CRM + Microsoft Office 365

Create module entries in Zoho CRM from new emails in Microsoft Office 365

Premium

Microsoft Office 365 + Zoho CRM

Send emails in Microsoft Office 365 for new or updated contacts in Zoho CRM

Premium

Zoho CRM + Microsoft Office 365

Create contacts in Microsoft Office 365 for new or updated contacts in Zoho CRM

Premium

Zoho CRM + Microsoft Office 365

Create events in Microsoft Office 365 for new module entries in Zoho CRM

Premium

Zoho CRM + Microsoft Office 365

Create events in Microsoft Office 365 from new or updated module entries in Zoho CRM

Premium

Zoho CRM + Microsoft Office 365

Create new Microsoft Office 365 contacts from new Zoho CRM contacts

Premium

Zoho CRM + Microsoft Office 365

Create Zoho CRM module entries from new Microsoft Office 365 calendar events
Premium
Details
Try it
Microsoft Office 365 + Zoho CRM
Create or update Zoho CRM entries for new Microsoft Office 365 contacts
Premium
Details
Try it
Microsoft Office 365 + Zoho CRM

Make work flow with AI

Level up your Zoho CRM to Microsoft Office 365 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Zoho CRM and Microsoft Office 365 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Zoho CRM and Microsoft Office 365 to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Body
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search Term
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Event
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search

Learn how to automate Zoho CRM on the Zapier blog

Automate Microsoft Office 365: get inspired on the Zapier blog

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft 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 more Help

Related categories

Similar apps

Email by Zapier

Email, Zapier

Google Docs

Documents, Google

Gmail

Email, Google

Connect Zoho CRM to Microsoft Office 365 on the world's largest no-code automation platform

Sign up with Google

Explore Zoho CRM + Microsoft Office 365 Integrations

typeform

Explore Zoho CRM + Microsoft Office 365 Integrations

typeform