Microsoft Office 365 + CompanyHub Integration

Integrate CompanyHub to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Sync customer records, send automated emails, schedule calendar events, and update your pipeline seamlessly.

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1.
  • 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
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
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2.
  • 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
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for CompanyHub + Microsoft Office 365 Integration

Capture leads, sync contact details, schedule calendar events, and send automated follow-up emails, all in just one click.

Most popular automationsmost-popular-automations
CompanyHub + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new CompanyHub record

Automatically sending a Microsoft Office 365 message whenever a new CompanyHub record is created helps to ensure that you never miss an important update. Using this CompanyHub - Microsoft Office 365 integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Microsoft Office 365 message for every new CompanyHub record is an essential way to stay on top of your work.
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CompanyHub + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new CompanyHub contact

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

Send Microsoft Office 365 message for new CompanyHub task

With this CompanyHub - Microsoft Office 365 integration, whenever a new task is created in CompanyHub, message will be sent via Microsoft Office 365. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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CompanyHub + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new CompanyHub record

Automatically creating Microsoft Office 365 contact records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Microsoft Office 365 + CompanyHub Integration

Create CompanyHub record for new Microsoft Office 365 contact

When a new contact is created in your Microsoft Office 365, you can automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Connect more apps to your CompanyHub + Microsoft Office 365 flow

Extend your CRM and office workflows by connecting customer data to marketing, sales, and messaging tools. Pick a combination and activate it in one click.

Microsoft Office 365
CompanyHub
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
SlackSlack (4)
+
ZoomZoom (3)
+
StripeStripe (3)
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Create a Salesforce contact whenever a new CompanyHub contact is created, and send a confirmation email via Microsoft Office 365
New CompanyHub contacts instantly populate your Salesforce database and trigger a Microsoft Office 365 email, removing manual data entry.
C
M
S
Send a Microsoft Office 365 email when a CompanyHub deal is created, and notify your sales team by creating a Salesforce task
Deal creation in CompanyHub triggers a Microsoft Office 365 notification and logs a follow-up task in Salesforce automatically.
C
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When a CompanyHub task is created, update the Salesforce record and send a status update email via Microsoft Office 365
Task updates in CompanyHub reflect immediately in Salesforce while keeping stakeholders informed via Microsoft Office 365.
M
S
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When an email is received in Microsoft Office 365, create a Salesforce contact and log a new CompanyHub note
Inbound Microsoft Office 365 emails automatically generate a Salesforce contact and store communication notes inside CompanyHub.

Supported triggers and actions for Microsoft Office 365 and CompanyHub

Mix and match to build the exact automation you need

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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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with CompanyHub + Microsoft Office 365?

Streamline your sales pipeline, customer communications, and calendar scheduling with powerful automated workflows.

What you can automate?
🔄
Sync new contacts instantly across platforms
Create a Microsoft Office 365 contact or email whenever a new contact is created in CompanyHub. Eliminate manual data transfer and keep your customer database unified.
📋
Capture every submitted custom record
Map all available CompanyHub table records and custom fields into your Microsoft Office 365 communications instead of basic names and emails.
🔔
Alert your team the moment events occur
Send instant email notifications or calendar invites via Microsoft Office 365 whenever a new deal or sales order is registered in CompanyHub.
🔀
Route records based on submitted deal values
Send high-value deal alerts to enterprise account managers while routing standard inquiries to general support queues automatically.
🔄
Keep account records updated continuously
Update matching company records and deal stages across both platforms whenever modifications occur in CompanyHub or Microsoft Office 365.
🛡️
Prevent duplicate entries with smart lookup
Search existing contact and company records before creating new entries, ensuring your databases remain clean and organized.
📅
Manage calendar events and follow-ups
Trigger automated follow-up tasks and schedule calendar meetings in Microsoft Office 365 as soon as project milestones are reached.
🔗
Extend your workflow to external apps
Connect your core CompanyHub and Microsoft Office 365 setup with tools like Slack, HubSpot, or Salesforce to build multi-step pipelines.
And much more...

Who is CompanyHub + Microsoft Office 365 integration for?

Sales leaders, operations managers, and support teams relying on CompanyHub and Microsoft Office 365 eliminate manual handoffs and keep customer communications perfectly synchronized.

Sales Directors
Sales Directors
Support Leads
Support Leads
Client Success Managers
Client Success Managers
Operations Teams
Operations Teams
Account Executives
Account Executives
Finance Administrators
Finance Administrators
📈
Sales Directors
You're reviewing pipeline reports but your records only update when someone manually exports contacts, so the deal counts you're tracking are always hours behind — with this integration, every new contact lands instantly and your data stays current.
Support Leads
You need to respond to client inquiries immediately, but inbound messages sit unread in shared inboxes until someone logs them by hand — automating both apps means every ticket triggers instant notifications so your team can act without delay.
🤝
Client Success Managers
You answer to key accounts that expect prompt scheduling and follow-ups, but manual calendar coordination slows down your onboarding — this integration means meetings and emails flow automatically between platforms to keep clients happy.
📊
Operations Teams
The volume of new leads and deals is too high for anyone to keep up by hand, leading to missed follow-ups and data entry errors — connecting these apps means every submission is processed and synced without manual data entry.
🔄
Account Executives
You depend on marketing teams to hand over qualified leads, but delays in manual data transfer stall your outreach — this integration means leads move straight from generation to your sales pipeline the moment they arrive.
📁
Finance Administrators
You need a reliable history of orders and quotes, but manual record-keeping leaves frustrating gaps in your audit trail — automating both apps means every transaction and document creates a permanent, verified record.
Our team

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Why choose Integrately to automate Microsoft Office 365 + CompanyHub

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + CompanyHub 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.
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Frequently Asked Questions

How do I connect CompanyHub to Microsoft Office 365?
Frequently Asked Questions
You can connect CompanyHub to Microsoft Office 365 using 1-click automations on Integrately. Choose a ready template or ask Integrately AI to build the automation for you. You can also connect Salesforce, Hubspot, Slack, and 1,500+ other apps easily.
Can I automatically sync new CompanyHub contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect CompanyHub, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and Microsoft Office 365?
Frequently Asked Questions
How do CompanyHub data updates trigger Microsoft Office 365 emails?
Frequently Asked Questions
Can incoming Microsoft Office 365 emails create CompanyHub tasks?
Frequently Asked Questions
Do I need coding skills to automate CompanyHub and Microsoft Office 365?
Frequently Asked Questions
Is the CompanyHub and Microsoft Office 365 integration free?
Frequently Asked Questions
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