Create Cloze note for new Microsoft Office 365 message
Microsoft Office 365 + Cloze Integration
Microsoft Office 365 + Cloze Integration
Integrate Cloze to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Create contacts and companies, log emails and calendar events, update project timelines, and sync your professional network automatically.
Free forever.Use premium features free for 14 days.1.
Email is received in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Calendar event is about to start in Microsoft Office 365
- Email is created in Microsoft Office 365
- Calendar event is created in Microsoft Office 365
- Calendar event is started in Microsoft Office 365
- Calendar event is updated in Microsoft Office 365
- Contact is created in Microsoft Office 365
- Contact is updated in Microsoft Office 365
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
2.
- Retrieve Event Attachment in Microsoft Office 365
- Retrieve Message Attachment in Microsoft Office 365
- Send email in Microsoft Office 365
- Create draft email in Microsoft Office 365
- Create event in Microsoft Office 365
- Create contact in Microsoft Office 365
- Update contact in Microsoft Office 365
- Search contact in Microsoft Office 365
- Create person in Cloze
- Update person in Cloze
- Create note in Cloze
- Create communication in Cloze
- Create to do in Cloze
- Update company in Cloze
- Create company in Cloze
- Create timeline event in Cloze
- Create project in Cloze
- Update project in Cloze
Trusted by experts at...
Ready Workflows for Cloze + Microsoft Office 365 Integration
Capture contacts, log emails, update records, track projects, and sync professional connections, all in just one click.
Most popular automations
Create Cloze note for new Microsoft Office 365 event
Microsoft Office 365 + Cloze Integration
Create Cloze person 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 - Cloze integration, anytime a new Microsoft Office 365 contact is created, an Cloze person 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.
See moreHowever, 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 - Cloze integration, anytime a new Microsoft Office 365 contact is created, an Cloze person 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.
When Contact is created in Microsoft Office 365 > Check condition > Create person in Cloze
Microsoft Office 365 + Cloze Integration
When Contact is updated in Microsoft Office 365 > Check condition > Create person in Cloze
Microsoft Office 365 + Cloze Integration
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Connect more apps to your Cloze + Microsoft Office 365 flow
Send follow-up campaigns, schedule meetings, create tasks, and manage billing for every connected contact. Pick a combination and activate it in one click.
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Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
HubSpot (3)
HubSpot (3) +
Mailchimp (3)
Mailchimp (3) +
Asana (3)
Asana (3) +
Stripe (3)
Stripe (3) C
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Add every new Calendly invitee as a person in Cloze, and create a matching event in Microsoft Office 365
New Calendly bookings appear instantly in Cloze as a person and sync to Microsoft Office 365 as an event, eliminating manual scheduling and data entry.
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When a Calendly event is cancelled, update the corresponding project in Cloze and send a notification email in Microsoft Office 365
Cancelled meetings in Calendly automatically update your Cloze project status and notify your team via Microsoft Office 365.
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Create a to do in Cloze for every new Calendly invitee, and create a contact in Microsoft Office 365
Every Calendly invitee generates a follow-up to-do in Cloze and a new contact in Microsoft Office 365 for seamless outreach.
Supported triggers and actions for Microsoft Office 365 and Cloze
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → What can you automate with Cloze + Microsoft Office 365?
Streamline your relationship management and calendar sync by automating key operational workflows between Cloze and Microsoft Office 365.
🔄
Sync contacts and emails automatically
Every contact and communication created in Microsoft Office 365 populates instantly in Cloze, ensuring your relationship records remain accurate and up to date without manual exporting.
📥
Capture every submitted contact detail
Map all available contact fields and message attachments between Microsoft Office 365 and Cloze instead of basic names, making your CRM data richer and more useful.
🔔
Notify the right team member instantly
Trigger email notifications and calendar events in Microsoft Office 365 the moment project updates or person edits occur in Cloze.
🔀
Route records based on submitted fields
Apply conditional logic to handle contacts differently in Cloze depending on categories or meeting types received from Microsoft Office 365.
⏱️
Keep destination records fully updated
Automatically update contact information and company details across both platforms whenever changes are made in either app.
🔍
Search and update instead of creating duplicates
Search existing contact databases in Microsoft Office 365 before creating new records in Cloze, preventing duplicate entries in your pipeline.
📅
Handle calendar and timeline state changes
Automatically log timeline events in Cloze when calendar events end or update in Microsoft Office 365, keeping project histories flawless.
💬
Extend workflows to Slack seamlessly
Connect Slack as a fourth step to announce new contact syncs and project milestones instantly to your internal communication channels.
And much more...
Who is Cloze + Microsoft Office 365 integration for?
Sales professionals, account managers, and business consultants who need to keep professional connections and calendar schedules perfectly synchronized without manual data entry.
Sales analysts
Sales representatives
Account managers
Customer success leads
Project coordinators
Relationship managers
📈
Sales analysts
You're tracking client interactions in Cloze, but your reporting sheets only update when someone manually exports emails, so the pipeline metrics you're reviewing are always a few hours behind — with this integration, every new communication lands in your system instantly and your contact data stays current.
⚡
Sales representatives
You're managing leads in Cloze, but calendar bookings in Microsoft Office 365 sit unnoticed until the day of the meeting, so you miss crucial prep windows — this integration means every calendar event triggers instant record updates so you can prepare immediately.
🤝
Account managers
You're logging client meetings in Cloze, but follow-up emails sent from Microsoft Office 365 never make it back to the client timeline, so stakeholders see gaps in your communication history — automating both apps means every message is recorded automatically and your timeline remains complete.
🎧
Customer success leads
You're handling high volumes of client requests across Microsoft Office 365, but updating contact records in Cloze by hand takes hours every week, so details get left behind — with this integration, every contact and email syncs instantly to eliminate manual data entry.
📋
Project coordinators
You're updating project milestones in Cloze, but scheduling updates in Microsoft Office 365 happen independently, so your team starts tasks before meetings are confirmed — automating both apps means project timelines match your calendar schedule in real time.
🗂️
Relationship managers
You're organizing professional connections in Cloze, but past communications in Microsoft Office 365 remain scattered across individual inboxes, so your relationship history has blind spots — this integration means every email and contact is unified in one place.
Did you know?
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Why choose Integrately to automate Microsoft Office 365 + Cloze
Build and manage your Microsoft Office 365 + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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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
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
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?
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Select Automation
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Automation is ready
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Frequently Asked Questions
How do I connect Cloze to Microsoft Office 365?
Connecting Cloze to Microsoft Office 365 takes just one click using Integrately. You can choose from ready-made workflows or use Integrately AI to set up custom automations alongside apps like Slack, HubSpot, and Asana.
Can I automatically sync my Microsoft Office 365 contacts to Cloze?
Can I connect Cloze, Microsoft Office 365, and Slack?
What is a good Zapier alternative for Cloze and Microsoft Office 365?
How does Cloze handle contact and project updates in automations?
Can Microsoft Office 365 calendar events trigger updates in Cloze?
Do I need coding skills to automate Cloze and Microsoft Office 365?
Is the Cloze and Microsoft Office 365 integration free?
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