Connect Click and Connect 365 to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

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 Click with Connect 365 - no code necessary. See how you can get setup in minutes.

100%

Help

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 "New Record" from Click.

Add your action

An action happens after the trigger—such as "Add a Contact" in Connect 365.

You’re connected!

Zapier seamlessly connects Click and Connect 365, 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.

- App
  Required
- Collection
  Required
Trigger
Instant
Try It
- App
  Required
- Collection
  Required
- Record ID
  Required
Action
Write
New Message Bounced
Triggers when a message you tried to send, has bounced.
Trigger
Polling
Try It
New Message Replied
Triggers when a connection replies to your message for this first time.
Trigger
Polling
Try It
- Email_id
  Required
- First Name
  Required
- Last Name
- Company Name
- Job Title
- Tag Name
Action
Write

- Contact Email-Id
  Required
- Tag Name
  Required
Action
Write

- App
  Required
- Collection
  Required
Action
Write
- App
  Required
- Collection
  Required
- Record ID
  Required
Action
Write
New Message Opened
Triggers when a new message is opened for the first time.
Trigger
Polling
Try It
New Message Sent
Triggers when a new message has been sent.
Trigger
Polling
Try It
- Contact Email-Id
  Required
- Tag Name
  Required
Action
Write
- Contact Email-Id
  Required
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Click and Connect 365 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Click to Connect 365 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Click

Click is a platform where anyone can create apps without code.

HelpHelp

Related categories

App Builder

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Connect 365

Connect 365 is a sales email automation tool designed to help you deliver personal emails at scale.