Customer.io + Microsoft Office 365 Integration

Integrate Customer.io to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Sync contacts, update profiles, send emails, and keep your customer data aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received 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.
  • Customer.io
    Add person to segment in Customer.io
  • Customer.io
    Create or Update Person in Customer.io
  • Customer.io
    Create event in Customer.io
  • Customer.io
    Create anonymous event in Customer.io
  • 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 Customer.io + Microsoft Office 365 Integration

Sync contacts, update customer profiles, send emails, trigger events, and keep data aligned, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + Customer.io Integration

Create Customer.io person for new Microsoft Office 365 contact

If you're using Microsoft Office 365 to manage your sales leads, it's important to also use Customer.io to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Office 365, a corresponding person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
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Connect more apps to your Customer.io + Microsoft Office 365 flow

Capture leads, sync records across platforms, notify your team, and trigger follow-up actions instantly. Pick a combination and activate it in one click.

Customer.io
Microsoft Office 365
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
S
C
M
Add every new Salesforce lead to Customer.io as a profile, and create a contact in Microsoft Office 365
New Salesforce leads appear in Customer.io and Microsoft Office 365 simultaneously, eliminating manual data entry between your sales and customer communication tools.
S
C
M
When a Salesforce lead is qualified, update the profile in Customer.io and send a notification email in Microsoft Office 365
Qualified Salesforce leads instantly update Customer.io profiles and trigger notification emails via Microsoft Office 365 without manual oversight.
S
C
M
Use ChatGPT to analyse new Salesforce leads, update Customer.io, and create a draft email in Microsoft Office 365
ChatGPT analyses incoming Salesforce leads before Customer.io profiles are updated and a draft email is prepared in Microsoft Office 365.

Supported triggers and actions for Customer.io and Microsoft Office 365

Mix and match to build the exact automation you need

Customer.io
Customer.io Triggers & Actions
No trigger is available
Add person to segment in Customer.io
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Create or Update Person in Customer.io
Generates a new invoice
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Create event in Customer.io
Adds a new contact to the contact list
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Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
Try it →
Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it →
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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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
Try it →
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
Try it →
Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it →
Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
Try it →
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
Try it →
Create event in Microsoft Office 365
Adds a new contact to the contact list
Try it →
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
Try it →

What can you automate with Customer.io + Microsoft Office 365?

Streamline your customer communications, synchronize contacts, and automate workflows between Customer.io and Microsoft Office 365 effortlessly.

What you can automate?
🔄
Sync new contacts and profile updates instantly
Automatically update Customer.io profiles whenever a contact is created or modified in Microsoft Office 365. Keep your communication platform and office directory synchronized without manual intervention.
📝
Capture every submitted contact detail
Map all available contact fields and message attributes from Microsoft Office 365 straight into Customer.io attributes instead of basic names and emails, ensuring comprehensive records.
🔔
Notify the right team member immediately
Send automated emails or draft messages via Microsoft Office 365 the moment specific customer behavior events occur in Customer.io, ensuring rapid internal response times.
🔀
Route records based on submitted attributes
Segment users or trigger specific workflows in Customer.io depending on criteria received in Microsoft Office 365 emails and calendar events.
📂
Keep destination records up to date
Ensure that updates made to calendar events and contacts in Microsoft Office 365 are instantly reflected in Customer.io segments and event logs.
👥
Add or update profiles to prevent duplicates
Use upsert logic to create new Customer.io profiles or update existing ones when matching Microsoft Office 365 contacts are created or modified.
📅
Handle calendar and meeting status changes
Automatically trigger Customer.io events and update customer segments whenever Microsoft Office 365 calendar events are started, updated, or ended.
🔗
Extend workflows to Slack and other apps
Connect Customer.io and Microsoft Office 365 core triggers to Slack or other popular tools to notify teams and log activities across your entire stack.
And much more...

Who is Customer.io + Microsoft Office 365 integration for?

Product, marketing, and sales teams connecting customer communications to business operations find that integrating these platforms eliminates manual data entry and keeps customer records perfectly synchronized.

Data Analysts and Reporting Leads
Data Analysts and Reporting Leads
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Growth Marketing Teams
Growth Marketing Teams
Sales Representatives
Sales Representatives
Operations Managers
Operations Managers
📈
Data Analysts and Reporting Leads
You report on customer activity and engagement metrics, but your tracking data only updates when someone manually exports records, so your campaign reports are always a few hours behind — with this integration, every new contact and event lands in your systems instantly and your data stays current.
Customer Support Leads
You need to act fast on incoming emails and client requests, but you find out about new inquiries too late because messages sit unread in crowded inboxes — automating both apps means instant notification and profile updates so your support team responds immediately.
🤝
Account Managers
You answer to clients who expect up-to-date project tracking and calendar management, but manual scheduling updates cause constant communication gaps — this integration means client records and calendar events stay fully aligned across all platforms.
📊
Growth Marketing Teams
The volume of inbound form submissions and contacts is too high for anyone to keep up with by hand, leading to missed follow-ups and unsegmented users — connecting these apps means automated profile management and segmentation without manual effort.
💼
Sales Representatives
You own the next step in the sales cycle and depend on someone upstream to hand over contact details, but manual handoffs cause delays — this integration means contacts flow instantly from Microsoft Office 365 emails into Customer.io for immediate outreach.
📋
Operations Managers
You need a reliable history of customer interactions and calendar events, but you keep finding gaps in your activity logs due to manual tracking errors — automating both apps means complete, error-free customer activity logs and consistent records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Customer.io + Microsoft Office 365

Build and manage your Customer.io + 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 Customer.io + 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?

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Frequently Asked Questions

How do I connect Customer.io to Microsoft Office 365?
Frequently Asked Questions
You can connect Customer.io to Microsoft Office 365 in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. Integrate with Salesforce, HubSpot, Calendly and 1,500+ other apps effortlessly.
Can I automatically sync Microsoft Office 365 contacts into Customer.io profiles?
Frequently Asked Questions
Can I connect Customer.io, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customer.io and Microsoft Office 365?
Frequently Asked Questions
How are contact fields and attributes handled between Customer.io and Microsoft Office 365?
Frequently Asked Questions
Can I track calendar events from Microsoft Office 365 in Customer.io?
Frequently Asked Questions
Do I need coding skills to automate Customer.io and Microsoft Office 365?
Frequently Asked Questions
Is the Customer.io and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Customer.io or Microsoft Office 365 With 1500+ Other Apps

Customer.io
Popular Customer.io Integrations
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Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with project management, document storage, and accounting tools to keep team operations connected.