Integrate Encharge to Microsoft Office 365 in one click, or tell Integrately AI how you want each lead handled. Create contacts, schedule calendar events, send emails, and keep your workspace updated automatically.
If you're using Microsoft Office 365 to manage your sales leads, it's important to also use Encharge 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 Encharge.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Microsoft Office 365 contact and Encharge person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.
By automatically sending a Microsoft Office 365 message for every new Encharge person, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Encharge + Microsoft Office 365 flow
Connect your customer journey and productivity tools with CRMs, forms, payments, and team chat to manage follow-ups. Pick a combination and activate it in one click.
+
Salesforce (4)
+
Typeform (4)
+
Hubspot (4)
+
Calendly (4)
+
Stripe (4)
+
Slack (4)
E
S
M
Add every new Encharge person to your Salesforce account, and create a Microsoft Office 365 contact automatically
New Encharge contacts appear in Salesforce immediately while creating a corresponding Microsoft Office 365 contact without manual entry.
E
S
M
When a person is updated in Encharge, update the Salesforce record and refresh the Microsoft Office 365 contact
Keep customer details synchronized across Salesforce and Microsoft Office 365 whenever a person updates their profile in Encharge.
S
E
M
When a Salesforce lead is converted, create the person in Encharge and schedule a welcome event in Microsoft Office 365
Trigger Encharge onboarding campaigns and create Microsoft Office 365 calendar events the moment a Salesforce lead converts.
E
S
M
Use ChatGPT to analyse Encharge subscriber sentiment, update Salesforce, and notify Microsoft Office 365 contacts
Assess subscriber engagement using AI, update Salesforce accounts, and send tailored follow-ups via Microsoft Office 365.
T
E
M
Turn every Typeform submission into an Encharge profile and create a Microsoft Office 365 contact automatically
Typeform responses instantly create Encharge subscribers and Microsoft Office 365 contacts without manual data entry.
T
E
M
When a Typeform survey is completed, update the Encharge person and send a summary email in Microsoft Office 365
Send survey feedback summaries via Microsoft Office 365 while updating the respondent profile in Encharge.
T
E
M
If a Typeform respondent requests a demo, tag them in Encharge and schedule a Microsoft Office 365 calendar event
Demo requests submitted via Typeform automatically trigger tags in Encharge and calendar bookings in Microsoft Office 365.
T
E
M
Use Claude to summarise Typeform feedback, create an Encharge segment, and log details in Microsoft Office 365
Analyze survey feedback using Claude, update user segments in Encharge, and create draft emails in Microsoft Office 365.
H
E
M
Add every new HubSpot contact to Encharge and create a matching Microsoft Office 365 contact automatically
HubSpot contacts synchronize with Encharge and Microsoft Office 365 instantly without manual exports.
H
E
M
When a HubSpot deal closes won, update the Encharge subscriber and send a confirmation email in Microsoft Office 365
Closed deals in HubSpot update Encharge customer statuses and trigger confirmation emails via Microsoft Office 365.
H
E
M
If a HubSpot deal stage moves to proposal, update Encharge and schedule a review meeting in Microsoft Office 365
Proposal-stage deals in HubSpot automatically tag contacts in Encharge and schedule calendar events in Microsoft Office 365.
H
E
M
Use Gemini to analyze HubSpot deal notes, update Encharge segments, and create draft emails in Microsoft Office 365
Evaluate HubSpot deal notes with Gemini, update Encharge customer segments, and prepare Microsoft Office 365 drafts.
C
E
M
Add every new Calendly invitee to Encharge and create a Microsoft Office 365 calendar event automatically
Calendly bookings instantly create Encharge subscribers and schedule Microsoft Office 365 calendar events.
C
E
M
When a Calendly event is cancelled, remove the tag in Encharge and update the Microsoft Office 365 calendar event
Cancelled meetings in Calendly update Encharge tags and adjust Microsoft Office 365 calendar events automatically.
C
E
M
If a Calendly booking is VIP tier, add a VIP tag in Encharge and send a priority notification in Microsoft Office 365
VIP bookings on Calendly apply exclusive tags in Encharge and send priority emails via Microsoft Office 365.
C
E
M
Use Perplexity to research Calendly invitees, update Encharge profiles, and schedule briefing events in Microsoft Office 365
Research meeting attendees using Perplexity, update Encharge records, and create prep events in Microsoft Office 365.
S
E
M
Add every new Stripe customer to Encharge and create a contact in Microsoft Office 365 automatically
Stripe transactions instantly create Encharge subscriber records and Microsoft Office 365 contacts.
S
E
M
When a Stripe payment succeeds, tag the customer in Encharge and send a receipt email in Microsoft Office 365
Successful Stripe payments apply customer tags in Encharge and send payment receipts via Microsoft Office 365.
S
E
M
If a Stripe subscription fails, unsubscribe the user in Encharge and send an alert email in Microsoft Office 365
Failed Stripe subscriptions update Encharge subscriber statuses and notify finance teams via Microsoft Office 365.
S
E
M
Use ChatGPT to categorize Stripe customer purchases, update Encharge tags, and create draft invoices in Microsoft Office 365
Classify Stripe purchases using ChatGPT, update Encharge tags, and create draft emails in Microsoft Office 365.
E
S
M
Notify your team in Slack when an Encharge person is created, and create a Microsoft Office 365 contact
New Encharge registrations trigger instant Slack notifications while creating Microsoft Office 365 contacts.
E
S
M
When an Encharge person is unsubscribed, notify the support channel in Slack and update Microsoft Office 365 contacts
Unsubscriptions in Encharge alert support teams on Slack and update Microsoft Office 365 contact records.
E
S
M
If an Encharge subscriber is tagged enterprise, notify leadership in Slack and schedule a Microsoft Office 365 meeting
Enterprise tags in Encharge notify management on Slack and schedule priority meetings in Microsoft Office 365.
E
S
M
Use Claude to summarize Encharge engagement metrics, post the briefing in Slack, and create Microsoft Office 365 draft emails
Analyze Encharge activity using Claude, post updates in Slack, and generate draft emails in Microsoft Office 365.
Supported triggers and actions for Microsoft Office 365 and Encharge
Mix and match to build the exact automation you need
Sync new Encharge subscribers to Microsoft Office 365 contacts
Every time a person is created in Encharge, automatically generate a corresponding contact in Microsoft Office 365. Eliminate manual exports and keep your workspace unified.
📋
Capture every custom field and tag
Map detailed subscriber attributes, tags, and segment data from Encharge directly into Microsoft Office 365 fields. Ensure your team has complete context for every contact.
🔔
Send instant notifications for new activity
Trigger emails or calendar alerts in Microsoft Office 365 the moment subscriber milestones occur in Encharge. Keep your team informed without delay.
🔀
Route records based on submitted tags
Perform different actions depending on specific Encharge tags or segment criteria. Send VIP subscribers to priority workflows while handling standard leads automatically.
📝
Keep contact details up to date automatically
Whenever a person is updated in Encharge, instantly reflect those changes in your Microsoft Office 365 contact list. Prevent outdated information from causing communication errors.
🔍
Search and update existing records safely
Check whether a contact already exists in Microsoft Office 365 before creating a new entry. Avoid duplicate records and maintain clean customer databases.
📅
Manage calendar events and follow-ups
Automatically schedule meetings, create calendar events, or set up draft emails in Microsoft Office 365 based on customer journey triggers in Encharge.
🌐
Extend your workflow to other business tools
Connect your Encharge and Microsoft Office 365 setup with third-party apps like Salesforce or Slack to build comprehensive multi-step automation pipelines.
And much more...
Who is Encharge + Microsoft Office 365 integration for?
Connect your customer journey data and team productivity tools to eliminate manual data entry and streamline daily operations.
Performance marketers
Sales development reps
Client account managers
Growth operations teams
Customer success leads
Data analysts
📈
Performance marketers
You're running customer journey campaigns in Encharge but your contacts and calendars in Microsoft Office 365 only update when someone manually exports records, so the audience lists you're optimising against are always outdated — with this integration, every new subscriber lands in your workspace instantly and your data stays current.
⚡
Sales development reps
You need to act fast on new prospect sign-ups, and you find out too late when leads sit unnotified in your marketing platform — automating both apps means every form submission and subscriber event immediately triggers Microsoft Office 365 contacts and calendar events.
🤝
Client account managers
You answer to clients who want to see prompt follow-up and accurate scheduling records, but manual copy-pasting between Encharge and Microsoft Office 365 creates frustrating delays — connecting these apps means every interaction is logged and scheduled without manual intervention.
🚀
Growth operations teams
The volume of new subscribers and emails is too high for anyone to keep up by hand across multiple disparate tools — with this integration, contact creation, calendar scheduling, and email dispatch happen automatically in the background.
👥
Customer success leads
You own the onboarding stage and depend on marketing teams to hand over new subscriber details from Encharge, but manual handoffs cause bottlenecks — automating both apps means new accounts are provisioned in Microsoft Office 365 the moment they convert.
🗂️
Data analysts
You need a reliable history of customer interactions across your journey builder and office tools, but manual data transfers keep leaving gaps in your records — this integration means every subscriber event, email, and meeting is captured accurately.
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 Microsoft Office 365 + Encharge
Build and manage your Microsoft Office 365 + Encharge automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Encharge with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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 do I connect Encharge to Microsoft Office 365?
You can connect Encharge to Microsoft Office 365 in one click using pre-built templates on Integrately or ask Integrately AI to build the integration and map the fields for you.
Can I automatically create Microsoft Office 365 contacts from Encharge subscribers?