Connect Microsoft Office 365 and Perfex CRM to unlock the power of automation
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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.
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 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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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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Office 365 on the Zapier blog
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.
