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Insightly + Microsoft Office 365

Insightly + Microsoft Office 365

Insightly + Microsoft Office 365 integrations

Create new Microsoft Office 365 contacts from new Insightly records

Streamline your contact management process with this Insightly to Microsoft Office 365 connection. When you introduce a new record in Insightly, it triggers a corresponding contact creation in Office 365. This simple automation ensures you maintain streamlined and matched contact lists across both systems. By eliminating the need for manual data entry, you can dedicate more time to tasks that truly need your attention.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a new record is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with Insightly and Microsoft Office 365

Discover other triggers and actions you can use with Insightly and Microsoft Office 365

    • Insightly Object
      Required
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    • Insightly Object
      Required
    Trigger
    Instant
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    • Insightly Object
      Required
    Action
    Write
    • Insightly Object
      Required
    • Search By
      Required
    • Search Value
      Required
    Action
    Search
    • Insightly Object
      Required
    Trigger
    Instant
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    • Insightly Object
      Required
    Trigger
    Instant
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    • Insightly Object
      Required
    Action
    Write
    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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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.
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