Microsoft Office 365 + Mercury Connect Integrations

How to connect Microsoft Office 365 + Mercury Connect

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

When this happens...

Calendar Event Start

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

automatically do this!

Attach a Person to an Opportunity

Attaches an existing person to an opportunity.

Popular Microsoft Office 365 + Mercury Connect workflows

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Send Office 365 emails for updated opportunities on Mercury Connect
Mercury Connect + Microsoft Office 365
More details
When this happens
Step 1: Updated Opportunity
Then do this
Step 2: Send Email
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Send Office 365 emails for updated opportunities on Mercury Connect
Send Office 365 emails for updated opportunities on Mercury Connect
Mercury Connect + Microsoft Office 365

Supported triggers and actions

What does this mean?

Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
Trigger
Scheduled
New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Scheduled
New Contact
Triggers when a new contact is added to your account
Trigger
Scheduled
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Scheduled
Updated Calendar Event
Triggers when an event is updated.
Trigger
Scheduled

Create Event
Create an event in the calendar of your choice.
Action
Write
Create Contact
Creates a new contact.
Action
Write

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
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
Finds or creates a specific Contact search v1.
Scheduled
Action
Mercury Connect
Finds or creates a specific Opportunity search v1.
Scheduled
Action

How Microsoft Office 365 + Mercury Connect Integrations Work

Step 1: Authenticate Microsoft Office 365 + 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.

Connect apps

Connect Microsoft Office 365 + Mercury Connect

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.