How to connect Microsoft Office 365 + Mercury Connect
Zapier lets you send info between Microsoft Office 365 and Mercury Connect automatically—no code required.
Popular Microsoft Office 365 + Mercury Connect workflows
- Send Office 365 emails for updated opportunities on Mercury Connect
Send Office 365 emails for updated opportunities on Mercury Connect
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- Calendar Event StartTriggers at a specified time before an event in your calendar starts.Trigger
- New Calendar EventTriggers when a new event is created in your calendar.Trigger
- New ContactTriggers when a new contact is added to your accountTrigger
- New EmailTriggers when a new e-mail is received in your inbox.Trigger
- Updated Calendar EventTriggers when an event is updated.Trigger
- Create EventCreate an event in the calendar of your choice.Action
- Create ContactCreates a new contact.Action
- Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.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
- Mercury Connect
Triggers when an opportunity is deleted.
Instant
Trigger
- Mercury Connect
Triggers when a person is deleted.
Instant
Trigger
- Mercury Connect
Triggers when an opportunity is created.
Instant
Trigger
- Mercury Connect
Triggers when a person is created.
Instant
Trigger
- Mercury Connect
Triggers when the opportunity status is updated.
Instant
Trigger
- Mercury Connect
Triggers when an opportunity is updated.
Instant
Trigger
- Mercury Connect
Triggers when a person is updated.
Instant
Trigger
- Mercury Connect
Creates a new person.
Scheduled
Action
- Mercury Connect
Updates an existing person.
Scheduled
Action
- Mercury Connect
Creates a new opportunity.
Scheduled
Action
- Mercury Connect
Attaches an existing person to an opportunity.
Scheduled
Action
- Mercury Connect
Updates an existing opportunity.
Scheduled
Action
- Mercury Connect
Search for a person based on various criteria.
Scheduled
Action
- Mercury Connect
Search for an opportunity based on various criteria.
Scheduled
Action
- Mercury Connect
Find or create person
Scheduled
Action
- Mercury Connect
Find or create person
Scheduled
Action
- Mercury Connect
Find or create opportunity
Scheduled
Action
How Microsoft Office 365 + Mercury Connect Integrations Work
- Step 1: Authenticate Microsoft Office 365 and Mercury Connect.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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