Skip to content

Connect Microsoft Office 365 and Perfex CRM to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

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 Perfex CRM - no code necessary. See how you can get setup in minutes.

100%
Help
Microsoft Office 365 logo
Microsoft Office 365
Microsoft Office 365 logo
Microsoft Office 365
1. Choose trigger event
Perfex CRM logo
Perfex CRM
Perfex CRM logo
Perfex CRM
2. Choose action
Microsoft Office 365 logo
1. Select the event
Setup
Test
Microsoft Office 365 logo
Microsoft Office 365
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 "Create Timesheet" in Perfex CRM.

You’re connected!

Zapier seamlessly connects Microsoft Office 365 and Perfex 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
  • Microsoft Office 365 triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Polling
    Try It
    • 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

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

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
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 Microsoft Office 365 and Perfex CRM 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Office 365 on the Zapier blog

Make work flow with AI

Level up your Microsoft Office 365 to Perfex CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Microsoft Office 365 + Perfex 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 Perfex CRM

How can I integrate Microsoft Office 365 with Perfex CRM?

You can integrate Microsoft Office 365 with Perfex CRM by using automation tools that support triggers and actions between these platforms. For example, when a new email arrives in a specified folder in Office 365, you can create or update a contact in Perfex CRM automatically.

What triggers are available for Microsoft Office 365 when integrating with Perfex CRM?

Common triggers available include receiving a new email, an event being added to the calendar, or a new contact being created. These triggers enable automated actions in Perfex CRM like creating leads or tasks based on these activities.

Can I automate creating tasks in Perfex CRM from calendar events in Microsoft Office 365?

Yes, whenever you add a new event to your Microsoft Office 365 calendar, it’s possible to automatically create a corresponding task in Perfex CRM using workflow automations that connect both services.

Is it possible to update the status of an opportunity in Perfex CRM based on emails received in Office 365?

Yes, you can set up an automation where if an email is received from a specific address or with certain keywords into Office 365, the status of an associated opportunity in Perfex CRM is updated accordingly.

How do we handle duplicate contacts when syncing between Microsoft Office 365 and Perfex CRM?

Our integration supports conditions to check for existing contacts before adding new ones. If a matching contact is found, it will update the existing contact instead of creating duplicates.

What actions within Perfex CRM can be triggered by activities in Microsoft Office 365?

Activities such as sending emails or adding calendar events within Office 365 can trigger various actions within Perfex CRM like updating customer records, assigning tasks to team members, or updating sales pipeline stages automatically.

Can I sync my Outlook tasks with tasks in Perfex CRM automatically?

Absolutely! You can automate the synchronization of tasks between Outlook and Perfex CRM such that changes made to tasks on either platform reflect across both systems seamlessly.

office-365 logo
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.
Related categories
Similar apps
Email by Zapier integrationsEmail by Zapier integrations
Email by Zapier
Email, Zapier
Google Docs integrationsGoogle Docs integrations
Google Docs
Documents, Google
Gmail integrationsGmail integrations
Gmail
Email, Google
perfex-crm logo
About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.
Related categories

Connect Microsoft Office 365 to Perfex CRM on the world's largest no-code automation platform

Google Logo Sign up with Google