Microsoft Office 365 + CATS Integration

Connect Microsoft Office 365 to CATS - Automate your workflows in 1-click

Microsoft Office 365 automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Make use of CATS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Microsoft Office 365 + CATS integration.
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CATS + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new CATS 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 CATS - Microsoft Office 365 integration, anytime a new CATS 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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CATS + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new CATS contact

Anytime a new contact is added to your CATS, 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 CATS - 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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Microsoft Office 365 + CATS Integration

Create CATS 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 - CATS integration, anytime a new Microsoft Office 365 contact is created, an CATS 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 + CATS Integration

Create CATS task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your CATS. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - CATS integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your CATS. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Microsoft Office 365 + CATS Integration

Create CATS task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in CATS for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Microsoft Office 365 & CATS Integration Without Any Code

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2. Select what action you want to automate
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Microsoft Office 365 + CATS Integration
1.
  • Microsoft Office 365
    Email is created in Microsoft Office 365

    Triggers the automation whenever a new email is created

  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365

    Triggers the automation whenever a calendar event is updated

  • Microsoft Office 365
    Contact is created in Microsoft Office 365

    Triggers the automation whenever a new contact is created

  • Microsoft Office 365
    Contact is updated in Microsoft Office 365

    Triggers the automation whenever a contact is updated

  • CATS
    Candidate is added to a job in CATS

    Triggers the automation whenever a candidate is added to a job

    Instant
  • CATS
    Candidate is created in CATS

    Triggers the automation whenever a new candidate is added

    Instant
  • CATS
    Job is created in CATS

    Triggers the automation whenever a new job is created

    Instant
  • CATS
    Job status is changed in CATS

    Triggers the automation whenever the status of any job changes

    Instant
  • CATS
    Candidate is updated in CATS

    Triggers the automation whenever a candidate profile is updated

    Instant
  • CATS
    Pipeline is updated in CATS

    Triggers the automation whenever a pipeline is updated

    Instant
  • CATS
    User is updated in CATS

    Triggers the automation whenever a user's information is updated

    Instant
  • CATS
    Contact is created in CATS

    Triggers the automation whenever a new contact is created

    Instant
  • CATS
    Contact status is changed in CATS

    Triggers the automation whenever a contact's status is changed

    Instant
  • CATS
    Contact is updated in CATS

    Triggers the automation whenever a contact is updated

    Instant
  • CATS
    Company status is changed in CATS

    Triggers the automation whenever a company's status is changed

    Instant
  • CATS
    Company is updated in CATS

    Triggers the automation whenever a company is updated

    Instant
  • CATS
    Company is created in CATS

    Triggers the automation whenever a new company is created

    Instant
  • CATS
    Activity is created in CATS

    Triggers the automation whenever a new activity is created

    Instant
2.
  • Microsoft Office 365
    Send email in Microsoft Office 365

    Automatically sends an email to a recipient

  • Microsoft Office 365
    Create draft email in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create event in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create contact in Microsoft Office 365

    Automatically adds a new contact to the database

  • Microsoft Office 365
    Update contact in Microsoft Office 365

    Automatically updates contact information with new details

  • Microsoft Office 365
    Search contact in Microsoft Office 365

    Automatically finds and retrieves contact information

  • CATS
    Create candidate in CATS

    Automatically generates a new candidate profile

  • CATS
    Create job in CATS

    Automatically generates new job

  • CATS
    Search candidate in CATS

    Automatically searches through candidate profiles

  • CATS
    Search company in CATS

    Automatically find information about a company

  • CATS
    Search Job in CATS

    Automatically searches for a job

  • CATS
    Create contact in CATS

    Automatically adds a new contact to the database

  • CATS
    Search contact in CATS

    Automatically finds and retrieves contact information

  • CATS
    Create task in CATS

    Automatically creates a new task

  • CATS
    Create company in CATS

    Automatically generates a new company profile with given details

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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2,000 Tasks
in $19.99
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Integrate Microsoft Office 365 & CATS In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Microsoft Office 365 or CATS With 1200+ Other Apps

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Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!

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CATS is a simple and affordable applicant tracking system that enables you to track all your applicants in one place. It provides tools to manage the entire recruiting process from job postings to social media networks and generate customized reports.

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