Act! 365 + Microsoft Office 365 Integration

Integrate Act! 365 to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Sync new leads, create matching contacts, update records, and schedule follow-up meetings automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

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Ready Workflows Ready Workflows for Act! 365 + Microsoft Office 365 Integration

Capture leads, create matching contacts, update records, schedule meetings, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Act! 365 + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Act! 365 + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Microsoft Office 365 integration, anytime a new Act! 365 contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Office 365 + Act! 365 Integration

Create Act! 365 contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - Act! 365 integration, anytime a new Microsoft Office 365 contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Act! 365 + Microsoft Office 365 flow

Extend your contact syncing with email campaigns, team notifications, and calendar scheduling. Pick a combination and activate it in one click.

Act! 365
Microsoft Office 365
+
MailchimpMailchimp (8)
+
Google CalendarGoogle Calendar (8)
+
SlackSlack (8)
+
TrelloTrello (8)
+
ZoomZoom (8)
+
CalendlyCalendly (8)
A
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Add every new Act! 365 contact to Microsoft Office 365, and subscribe them in Mailchimp.
New Act! 365 contacts appear in Microsoft Office 365 and Mailchimp instantly, removing manual data entry.
A
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When an email is received in Microsoft Office 365, create a contact in Act! 365, and add a subscriber in Mailchimp.
Incoming Microsoft Office 365 emails automatically generate Act! 365 contacts and Mailchimp subscribers.
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When a Microsoft Office 365 contact is updated, update the matching Act! 365 contact and tag them in Mailchimp.
Contact updates in Microsoft Office 365 instantly sync to Act! 365 and tag subscribers in Mailchimp.
A
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Create a Mailchimp campaign for every new Act! 365 contact, and draft an introductory email in Microsoft Office 365.
New Act! 365 contacts trigger Mailchimp campaigns and generate Microsoft Office 365 draft emails.
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If a new Act! 365 contact has a specific tag, create a Microsoft Office 365 contact and add them to a segmented Mailchimp list.
Tagged Act! 365 contacts create Microsoft Office 365 contacts and join segmented Mailchimp lists.
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When a Microsoft Office 365 calendar event ends, update the Act! 365 contact and send a follow-up campaign in Mailchimp.
Completed Microsoft Office 365 calendar events update Act! 365 contacts and trigger Mailchimp campaigns.
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Use Claude to summarise new Act! 365 contact details, create a Microsoft Office 365 contact, and add a subscriber note in Mailchimp.
Claude summarises new Act! 365 contacts before creating Microsoft Office 365 contacts and Mailchimp notes.
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Turn every new Microsoft Office 365 contact into an Act! 365 contact, create a welcome email draft in Microsoft Office 365, and add them to Mailchimp.
Microsoft Office 365 contacts become Act! 365 contacts, email drafts, and Mailchimp subscribers automatically.

Supported triggers and actions for Act! 365 and Microsoft Office 365

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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What can you automate with Act! 365 + Microsoft Office 365?

Streamline your contact management and communication workflows with powerful automation built for Act! 365 and Microsoft Office 365.

What you can automate?
🔄
Sync new contacts between Act! 365 and Microsoft Office 365 instantly
Automatically create a matching Microsoft Office 365 contact whenever a new contact is generated in Act! 365, or vice versa. Eliminate manual data entry and keep your address books perfectly aligned.
📋
Capture every submitted field and metadata property
Map all available contact fields, phone numbers, and company details into your destination records instead of just names and emails. Your database becomes a comprehensive source for review and follow-up.
🔔
Alert the right team member as soon as a contact arrives
Trigger instant notifications in messaging apps or email alerts whenever a high-value contact is created or updated. Ensure your team can respond to inbound leads within seconds.
🔀
Route records based on submitted criteria and tags
Perform different actions depending on specific contact properties, tags, or enterprise status. Send VIP accounts to specialized workflows while standard contacts follow the default path.
✍️
Keep destination records up to date as contacts change
Automatically propagate updates made in Microsoft Office 365 contacts over to Act! 365, ensuring your customer records never fall out of sync regardless of where edits happen.
🔍
Prevent duplicates with intelligent search and update logic
Search existing databases before creating new entries to ensure contacts are updated rather than duplicated. Maintain a clean, deduplicated contact directory effortlessly.
📅
Handle calendar events and meeting completions smoothly
Trigger automated contact updates and follow-up sequences when Microsoft Office 365 calendar events start or end. Connect your scheduling directly to your CRM records.
🔗
Extend your workflow to powerful supporting apps
Connect your Act! 365 and Microsoft Office 365 core flow with tools like Slack, Mailchimp, or Google Calendar to handle marketing campaigns, team alerts, and scheduling in one pipeline.
And much more...

Who is Act! 365 + Microsoft Office 365 integration for?

Connecting Act! 365 and Microsoft Office 365 helps sales and operations teams eliminate manual contact entry, keep records updated, and streamline workflows across platforms.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Support teams
Support teams
Operations managers
Operations managers
Business owners
Business owners
📈
Performance marketers
You're running campaigns across multiple channels but your tracking contact sheet only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in both systems instantly and your data stays current.
💼
Sales reps
You rely on rapid outreach to close deals, but inbound enquiries sitting in your inbox take hours to transfer into your CRM, so hot prospects go cold before you reach out — automating both apps means every new contact appears in your workspace immediately and follow-ups happen on time.
📊
Account managers
You answer to clients who expect their contact details and meeting schedules to be perfectly synchronised across tools, but manual entry leads to embarrassing discrepancies — integrating these apps means your records stay identical across platforms and client trust remains unbroken.
🎧
Support teams
You handle high volumes of customer inquiries daily, but copying contact details from email threads into your CRM creates massive backlogs and missing tickets — automating both apps means every incoming message generates accurate contact profiles instantly without manual copy-pasting.
⚙️
Operations managers
You depend on upstream sales teams to hand over clean contact data before you can schedule onboarding, but incomplete records stall your entire pipeline — connecting these apps means contact handoffs happen automatically and operational workflows start without delay.
📑
Business owners
You need a reliable historical audit trail of every customer interaction, but fragmented contact lists leave glaring gaps in your reporting — this integration means every contact creation and update is logged flawlessly across your entire software stack.
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Why choose Integrately to automate Act! 365 + Microsoft Office 365

Build and manage your Act! 365 + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Microsoft Office 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Microsoft Office 365?
Frequently Asked Questions
You can connect Act! 365 to Microsoft Office 365 in 1 click using ready templates on Integrately. Select a pre-built workflow, link your accounts, and let Integrately AI handle any complex field mapping instantly.
Can I automatically sync new Act! 365 contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect Act! 365, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Microsoft Office 365?
Frequently Asked Questions
How does Act! 365 data update Microsoft Office 365 records?
Frequently Asked Questions
Can Microsoft Office 365 events update Act! 365 contacts?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Microsoft Office 365?
Frequently Asked Questions
Is the Act! 365 and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Microsoft Office 365 With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 to CRMs, email marketing tools, and sales platforms to manage and follow up on your pipelines.
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Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with productivity, communication, and project management tools to keep data moving across your stack.