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Start with a template that brings Microsoft Office 365 and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create module entries in Zoho CRM from new emails in Microsoft Office 365
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Microsoft Office 365 + Zoho CRM
Send emails in Microsoft Office 365 for new or updated contacts in Zoho CRM
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Zoho CRM + Microsoft Office 365
Create contacts in Microsoft Office 365 for new or updated contacts in Zoho CRM
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Zoho CRM + Microsoft Office 365
Create events in Microsoft Office 365 for new module entries in Zoho CRM
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Zoho CRM + Microsoft Office 365
Create events in Microsoft Office 365 from new or updated module entries in Zoho CRM
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Zoho CRM + Microsoft Office 365
Create new Microsoft Office 365 contacts from new Zoho CRM contacts
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Zoho CRM + Microsoft Office 365

Create module entries in Zoho CRM from new emails in Microsoft Office 365

Microsoft Office 365 + Zoho CRM

Send emails in Microsoft Office 365 for new or updated contacts in Zoho CRM

Zoho CRM + Microsoft Office 365

Create contacts in Microsoft Office 365 for new or updated contacts in Zoho CRM

Zoho CRM + Microsoft Office 365

Create events in Microsoft Office 365 for new module entries in Zoho CRM

Zoho CRM + Microsoft Office 365

Create events in Microsoft Office 365 from new or updated module entries in Zoho CRM

Zoho CRM + Microsoft Office 365

Create new Microsoft Office 365 contacts from new Zoho CRM contacts

Zoho CRM + Microsoft Office 365

Create Zoho CRM module entries from new Microsoft Office 365 calendar events
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Microsoft Office 365 + Zoho CRM
Create or update Zoho CRM entries for new Microsoft Office 365 contacts
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Microsoft Office 365 + Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Office 365 with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Microsoft Office 365 and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It

- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write

- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Email(s)
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
  Required
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Calendar
- Search Term
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search value
  Required
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Shared Inbox
- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Event
  Required
- Merge with existing attendees?
- Attendees
  Required
Action
Write
- Distribution List
  Required
- User Email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search terms
- From address
- Start date
- End date
Action
Search
- Calendar
- Start date and time
  Required
- End date and time
  Required
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

For AI agents & developers

Use Microsoft Office 365 and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Microsoft Office 365 and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Office 365 and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Attendees to Calendar Event
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Office 365 and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* office-365 / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Office 365 and Zoho CRM

Get email alerts for updates to Zoho CRM contacts.

When a contact is updated in Zoho CRM, Zapier can send an email through Microsoft Office 365 to alert you. This helps business owners stay on top of key changes, improving management and decision-making efficiency.

Business Owner

Keep engineering teams updated on CRM leads.

When a new lead is created in Zoho CRM, Zapier can send a notification email via Microsoft Office 365. This keeps engineers informed of potential opportunities that may require tech resources, improving team alignment.

Engineering

Turn new Zoho CRM leads into calendar reminders.

When a new lead is added to Zoho CRM, Zapier can automatically create an event in your Microsoft Office 365 calendar. This ensures your marketing team schedules follow-ups promptly, reducing lead response time significantly and improving conversion rates.

Marketing & Marketing Ops

Learn how to automate Microsoft Office 365 on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Office 365 to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Office 365 + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Zoho CRM

How do I integrate Microsoft Office 365 with Zoho CRM?

To integrate Microsoft Office 365 with Zoho CRM, you need to use a third-party tool like Zapier, which allows you to connect various apps. You can set up triggers such as a new email in Office 365 to initiate an action like creating a new lead in Zoho CRM.

What triggers are supported for the integration between Microsoft Office 365 and Zoho CRM?

The integration supports triggers like receiving a new email or updating a calendar event in Office 365. These triggers can then be used to perform actions such as adding a note or updating a record in Zoho CRM.

Can I sync contacts between Microsoft Office 365 and Zoho CRM?

Yes, you can set up the integration to automatically sync contacts. When a new contact is created in Office 365, it can trigger the creation of a corresponding contact in Zoho CRM and vice versa.

Is it possible to automate calendar events from Microsoft Office 365 into Zoho CRM?

Yes, by using our integration system, you can automate calendar events. For example, creating or updating an event in Office 365 can trigger the addition or update of an event in Zoho CRM.

What actions can be performed in Zoho CRM when there is an incoming email in Microsoft Office 365?

When there is an incoming email in Microsoft Office 365, actions such as creating tasks, leads, or notes for that email within Zoho CRM can be triggered automatically through our integration tool.

How often does the synchronization between Microsoft Office 365 and Zoho CRM occur?

The frequency of synchronization depends on how you've configured the integration settings. Typically, updates occur instantly due to real-time triggering when automated workflows are properly set up.

Can I customize the data fields that get transferred from Microsoft Office 365 to Zoho CRM?

Yes, you have full control over customizing which data fields are transferred during integration. You can map specific fields from emails or contact details to ensure only relevant data is synced with your preferences.

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 moreLearn moreHelpHelp

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Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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