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Integrate Capsule CRM with Microsoft Office 365 to automate your work

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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

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

Select a trigger from Capsule CRM

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

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 Capsule 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.

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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 Capsule CRM to Microsoft Office 365 with a Zapier template.

Our most popular template

Send emails in Microsoft Office 365 for new or updated contacts in Capsule CRM
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Capsule CRM + Microsoft Office 365
Create Microsoft Office 365 contacts from new or updated Capsule CRM contacts
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Capsule CRM + Microsoft Office 365
Create contacts in Capsule CRM from new emails in Microsoft Office 365
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Microsoft Office 365 + Capsule CRM

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

Capsule CRM + Microsoft Office 365

Create Microsoft Office 365 contacts from new or updated Capsule CRM contacts

Capsule CRM + Microsoft Office 365

Create contacts in Capsule CRM from new emails in Microsoft Office 365

Microsoft Office 365 + Capsule CRM

Make work flow with AI

Level up your Capsule 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 Capsule 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 Capsule 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.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
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

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- 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 Microsoft Office 365 on the Zapier blog

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.

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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

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Explore Capsule CRM + Microsoft Office 365 Integrations

Explore Capsule CRM + Microsoft Office 365 Integrations

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