• Microsoft Office 365 logoMicrosoft Office 365 logo
  • Follow Up Boss logoFollow Up Boss logo

Microsoft Office 365 + Follow Up Boss Integrations

How to connect Microsoft Office 365 + Follow Up Boss

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  • Microsoft Office 365 triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Office 365 triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Office 365 triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • 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

  • Follow Up Boss

    Fires when a new appointment is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a new deal is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when the stage of a deal is updated in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a new contact is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a contact's stage is updated in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a tag is added to a contact in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Adds selected users as collaborated on a given contact.

    Scheduled

    Action

  • Follow Up Boss

    Adds tags to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Applies a selected action plan to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Changes the stage of an existing contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    Scheduled

    Action

  • Follow Up Boss

    Creates a deal on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a note on a contact

    Scheduled

    Action

  • Follow Up Boss

    Create a task for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Logs a call on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Pauses a selected action plan for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Assign a different agent to this contact.

    Scheduled

    Action

  • Follow Up Boss

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    Scheduled

    Action

  • Follow Up Boss

    Search for a contact by email, phone number, or Follow Up Boss ID.

    Scheduled

    Action

How Microsoft Office 365 + Follow Up Boss Integrations Work

  1. Step 1: Authenticate Microsoft Office 365 and Follow Up Boss.
    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.
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

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follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more

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