Microsoft Office 365 + Zendesk Sell

Add new Microsoft Office 365 contacts as companies and people in Zendesk Sell

When you create a new contact in Microsoft Office 365, they will be added in Zendesk Sell as a person. Additionally, if you add a new company in Microsoft Office 365, a matching company will be created in Zendesk Sell too.

When this happens...
New Contact
Triggers when a new contact is added to your account
TriggerScheduled
automatically do this...
Find or Create Company
Finds a company by Company ID, name or email address. Optionally, create one if none are found.
ActionSearch or write
then do this!
Create Person
Creates a new person.
ActionWrite

Try this template

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
Zendesk Sell
Triggers when a new contact is created.
Scheduled
Trigger
Zendesk Sell
Triggers when an existing contact is updated.
Scheduled
Trigger
Zendesk Sell
Triggers when a new deal is created.
Scheduled
Trigger
Zendesk Sell
Triggers when a deal enters a new stage.
Scheduled
Trigger
Zendesk Sell
Triggers when an existing deal is updated.
Scheduled
Trigger
Zendesk Sell
Triggers when a new lead is created.
Scheduled
Trigger
Zendesk Sell
Triggers when an existing lead is updated.
Scheduled
Trigger
Zendesk Sell
Triggers when a new note is created.
Scheduled
Trigger
Zendesk Sell
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Scheduled
Trigger
Zendesk Sell
Triggers when a new task is created.
Scheduled
Trigger
Zendesk Sell
Creates a new company.
Scheduled
Action
Zendesk Sell
Updates an existing company.
Scheduled
Action
Zendesk Sell
Creates a new person.
Scheduled
Action
Zendesk Sell
Updates an existing person.
Scheduled
Action
Zendesk Sell
Creates a new deal.
Scheduled
Action
Zendesk Sell
Updates an existing deal.
Scheduled
Action
Zendesk Sell
Stops sequence enrollments for a given lead.
Scheduled
Action
Zendesk Sell
Creates a sequence enrollment for a given lead. Requires Reach add-on.
Scheduled
Action
Zendesk Sell
Creates a new lead.
Scheduled
Action
Zendesk Sell
Updates an existing lead.
Scheduled
Action
Zendesk Sell
Creates a new note for an existing lead, contact or deal.
Scheduled
Action
Zendesk Sell
Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
Zendesk Sell
Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
Zendesk Sell
Creates a new task.
Scheduled
Action
Zendesk Sell
Finds a company by Company ID, name or email address.
Scheduled
Action
Zendesk Sell
Finds a contact by Contact ID, name or email address.
Scheduled
Action
Zendesk Sell
Finds a person by Person ID, name or email address.
Scheduled
Action
Zendesk Sell
Finds a deal by Deal ID or name.
Scheduled
Action
Zendesk Sell
Finds a deal source by ID or name.
Scheduled
Action
Zendesk Sell
Finds a lead by ID, company name, name or email address.
Scheduled
Action
Zendesk Sell
Finds a lead source by ID or name.
Scheduled
Action
Zendesk Sell
Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
Scheduled
Action
Zendesk Sell
Finds a sequence by Sequence ID or name. Requires Reach add-on.
Scheduled
Action
Zendesk Sell
Finds a deal stage by ID or name.
Scheduled
Action
Zendesk Sell
Finds a user by ID, email or name.
Scheduled
Action
Zendesk Sell
Finds a company by Company ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a deal by Deal ID or name. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.
Scheduled
Action

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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