Connect Microsoft Office 365 and Zoho CRM to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to Zoho CRM with a Zapier template.
Our most popular template
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.
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 BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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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.
EngineeringTurn 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 OpsLearn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
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.
