Popular Microsoft Office 365 + easybill Workflows
Share updated easybill order via Microsoft Office 365 message
Create easybill contact for new Microsoft Office 365 contact
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 - easybill integration, anytime a new Microsoft Office 365 contact is created, an easybill 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.
Create easybill task for new Microsoft Office 365 contact
When you create a contact in Microsoft Office 365, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Microsoft Office 365 event
This way, you can easily create task for yourself when event are created in your Microsoft Office 365. For example, if you have a meeting scheduled for 9am, you can create a task that will show up in your easybill dashboard at 9am on the day of the meeting.
By using this automation, you'll be able to make the most out of your time and avoid overlap or missed deadlines. Give it a try!
When Contact is created in Microsoft Office 365 > Check any condition > Create task in easybill
When Contact is updated in Microsoft Office 365 > Check any condition > Create task in easybill
When Contact is created in Microsoft Office 365 > Check condition > Create contact in easybill
When Contact is created in Microsoft Office 365 > Check condition > Create Customer in easybill
When Contact is created in Microsoft Office 365 > Check condition > Create customer group in easybill
When Contact is updated in Microsoft Office 365 > Check condition > Create contact in easybill
When Contact is updated in Microsoft Office 365 > Check condition > Create Customer in easybill
When Contact is updated in Microsoft Office 365 > Check condition > Create customer group in easybill
- 1of2
Create Your Own Microsoft Office 365 & easybill Integration Without Any Code
Integrate Microsoft Office 365 & easybill In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Microsoft Office 365 or easybill With 1200+ Other Apps
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!
See Microsoft Office 365 Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
See easybill Integrations❤Trusted by 42,000+ Customers
Most upvoted product of the month