Microsoft Office 365 + Erxes Integration

Integrate Erxes to Microsoft Office 365 in one click, or tell Integrately AI how you want each submission handled. Capture leads, update your contacts, send follow-up emails, and keep your team informed automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
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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

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Ready Workflows Ready Workflows for Erxes + Microsoft Office 365 Integration

Capture customer submissions, organise contacts, send follow-up emails, update schedules, and notify your team, all in just one click.

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

Create Microsoft Office 365 contact for new Erxes contact

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 Erxes contact 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.
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Erxes + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Erxes contact

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 Erxes contact, 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.
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  • 1of1
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Connect more apps to your Erxes + Microsoft Office 365 flow

Connect your customer interactions to CRMs, team messaging, and follow-up tools to keep every team aligned. Pick a combination and activate it in one click.

Microsoft Office 365
Erxes
+
HubspotHubspot (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
AsanaAsana (4)
E
M
H
Add every Erxes form submission to Microsoft Office 365 contacts and create a matching contact in HubSpot.
Erxes form submissions instantly become new contacts in Microsoft Office 365 and HubSpot without manual entry.
E
M
H
When a customer is created in Erxes, update Microsoft Office 365 contacts and log the update in HubSpot.
New customer profiles in Erxes automatically update your Microsoft Office 365 contacts and HubSpot records.
E
M
H
When a company is created in Erxes, create a contact in Microsoft Office 365 and add a company record in HubSpot.
Erxes company records populate Microsoft Office 365 contacts and create new company profiles in HubSpot instantly.
E
M
H
Send an email in Microsoft Office 365 for every Erxes form submission and log the activity in HubSpot.
Erxes form submissions trigger immediate email outreach in Microsoft Office 365 and update activity logs in HubSpot.

Supported triggers and actions for Microsoft Office 365 and Erxes

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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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Erxes + Microsoft Office 365?

Streamline your customer communications and contact management with powerful, automated workflows.

What you can automate?
🔄
Sync Erxes submissions directly to Microsoft Office 365 contacts
Every form submission received in Erxes automatically creates a new contact in Microsoft Office 365, eliminating tedious manual data copying and keeping your customer directories current.
📋
Capture every submitted field and detail
Map all custom form submission fields from Erxes directly into corresponding Microsoft Office 365 contact attributes, ensuring no important customer data or preferences are lost during transfer.
🔔
Alert your team instantly on activity
Notify team members immediately via email or team channels whenever important customer interactions or new company records are created in Erxes.
🔀
Route records based on submitted data fields
Apply conditional logic to your Erxes form submissions so contacts are tagged, emailed, or routed differently in Microsoft Office 365 based on customer input.
✏️
Keep contact records up to date automatically
Whenever a customer profile or company details update in Erxes, your matching Microsoft Office 365 contact records update in real time without manual intervention.
🛡️
Prevent duplicate records during sync
Search existing Microsoft Office 365 contacts before creating new entries, ensuring your database remains clean and free from duplicate contact profiles.
📅
Manage calendar events and scheduling
Trigger Microsoft Office 365 calendar events and email invitations automatically when customer inquiries or form submissions require follow-up meetings.
🔗
Extend your workflow to team apps
Connect Erxes and Microsoft Office 365 with platforms like Slack, HubSpot, or Asana to build multi-step operational pipelines that keep every department in sync.
And much more...

Who is Erxes + Microsoft Office 365 integration for?

Connecting Erxes and Microsoft Office 365 eliminates manual data entry, aligning customer conversations and business records instantly across your operational teams.

Business analysts
Business analysts
Customer support leads
Customer support leads
Account managers
Account managers
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
Compliance administrators
Compliance administrators
📈
Business analysts
You compile engagement metrics from Erxes chat logs to report on lead growth, but manual record updates leave your dashboard incomplete — this integration means every form submission and customer record updates your Microsoft Office 365 database instantly.
Customer support leads
You need to respond to incoming customer queries immediately, but delayed notifications mean inquiries sit unread for hours — with this integration, every customer message triggers immediate email notifications and contact updates in Microsoft Office 365.
🤝
Account managers
You report onboarding progress to corporate clients weekly, but fragmented data sources make tracking new accounts difficult — automating both apps means every new company registration syncs straight into Microsoft Office 365 contact lists without friction.
🚀
Sales development reps
You handle high volumes of inbound website submissions every day, but copying lead details by hand slows down your outreach speed — connecting these apps means every new submission creates a Microsoft Office 365 contact and fires off follow-up actions automatically.
⚙️
Operations coordinators
You depend on Erxes chatbot data to trigger downstream task assignments, but manual handoffs cause missed follow-ups and errors — this integration means contact records and task triggers flow seamlessly from Erxes into Microsoft Office 365.
📋
Compliance administrators
You require complete customer interaction histories for auditing purposes, but manual logging leads to missing record entries — automating both apps means every customer creation and form submission is logged accurately in Microsoft Office 365.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Erxes

Build and manage your Microsoft Office 365 + Erxes 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 + Erxes 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?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Erxes to Microsoft Office 365?
Frequently Asked Questions
You can connect Erxes to Microsoft Office 365 in 1-click using ready-made templates on Integrately or ask Integrately AI to build the integration for you. It takes minutes to link your accounts alongside tools like Slack, HubSpot, and Gmail.
Can I automatically sync Erxes form submissions to Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Erxes, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Microsoft Office 365?
Frequently Asked Questions
How does Erxes data sync with Microsoft Office 365?
Frequently Asked Questions
Can I update Microsoft Office 365 calendar events from Erxes triggers?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Microsoft Office 365?
Frequently Asked Questions
Is the Erxes and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or Microsoft Office 365 With 1500+ Other Apps

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Microsoft Office 365
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