• Capsule CRM logoCapsule CRM logo
  • Microsoft Office 365 logoMicrosoft Office 365 logo

Capsule CRM + Microsoft Office 365 Integrations

How to connect Capsule CRM + Microsoft Office 365

Zapier lets you send info between Capsule CRM and Microsoft Office 365 automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Capsule CRM triggers, actions, and search
    New or Updated Case
    Triggers when a given action is performed on a Case.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Opportunity
    Triggers when a given action is performed on an Opportunity.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a given action is performed on a Contact.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Task
    Triggers when a given action is performed on a Task.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    Create Case
    Creates a new Case.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Note to Entity
    Adds a Note to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Tag to Entity
    Adds a Tag to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Create Opportunity
    Creates a new Opportunity.
    Action
    Write
  • Capsule CRM

    Creates a new Person / Organisation.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Task.

    Scheduled

    Action

  • Capsule CRM

    Finds a Case.

    Scheduled

    Action

  • Capsule CRM

    Finds a Milestone.

    Scheduled

    Action

  • Capsule CRM

    Finds a Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Finds a Contact.

    Scheduled

    Action

  • Capsule CRM

    Find a Case, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Opportunity, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Contact, or Create if one does not exist.

    Scheduled

    Action

  • Microsoft Office 365

    Triggers at a specified time before an event in your calendar starts.

    Scheduled

    Trigger

  • Microsoft Office 365

    Triggers when a new event is created in your calendar.

    Scheduled

    Trigger

  • Microsoft Office 365

    Triggers when a new contact is added to your account

    Scheduled

    Trigger

  • Microsoft Office 365

    Triggers when a new e-mail is received in your inbox.

    Scheduled

    Trigger

  • Microsoft Office 365

    Triggers when an event is updated.

    Scheduled

    Trigger

  • Microsoft Office 365

    Create an event in the calendar of your choice.

    Scheduled

    Action

  • Microsoft Office 365

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Office 365

    Creates a draft of an email that can then be reviewed and sent out.

    Scheduled

    Action

  • Microsoft Office 365

    Send an email from your Office 365 account.

    Scheduled

    Action

  • Microsoft Office 365

    Updates a contact.

    Scheduled

    Action

  • Microsoft Office 365

    Search for a contact.

    Scheduled

    Action

  • Microsoft Office 365

    this is the description.

    Scheduled

    Action

How Capsule CRM + Microsoft Office 365 Integrations Work

  1. Step 1: Authenticate Capsule CRM and Microsoft Office 365.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Similar apps

Highrise integrations

Highrise

CRM (Customer Relationship Management)
Batchbook integrations

Batchbook

CRM (Customer Relationship Management)
Streak integrations

Streak

CRM (Customer Relationship Management)
office-365 logo
office-365 logo

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

Related categories

Similar apps

Email by Zapier integrations

Email by Zapier

Email, Zapier
Google Docs integrations

Google Docs

Documents, Google
Gmail integrations

Gmail

Email, Google

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy