Exact Online + Microsoft Office 365 Integration

Integrate Exact Online to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Track interactions, sync records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • 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.
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Event 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Exact Online + Microsoft Office 365 Integration

Capture contacts, track calendar events, manage communications, and keep your accounting records updated, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + Exact Online Integration

Create Exact Online contact for new Microsoft Office 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Office 365, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Microsoft Office 365 and Exact Online!
See more
Exact Online + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Microsoft Office 365 to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Microsoft Office 365.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Microsoft Office 365 flow

Send records to your CRM, alert team members in chat, or log transactions in your billing system once your core workflow runs. Pick a combination and activate it in one click.

Exact Online
Microsoft Office 365
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
ShopifyShopify (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
AsanaAsana (3)
M
E
S
When a Microsoft Office 365 contact is created, create it in Exact Online and add a lead in Salesforce.
New Microsoft Office 365 contacts appear in Exact Online and Salesforce immediately without manual data entry.
M
E
S
When an email is received in Microsoft Office 365, search the account in Exact Online and update the contact in Salesforce.
Incoming communications trigger account lookups in Exact Online and update Salesforce records automatically.
M
E
S
When a calendar event is ended in Microsoft Office 365, create a project in Exact Online and log an activity in Salesforce.
Completed meetings generate new projects in Exact Online and log activity notes in Salesforce instantly.

Supported triggers and actions for Exact Online and Microsoft Office 365

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it →
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it →
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
Try it →
Create bank account in Exact Online
Creates a new bank account
Try it →
Create cost centre in Exact Online
Creates a new cost centre
Try it →
Create cost unit in Exact Online
Creates a new cost unit
Try it →
Create project in Exact Online
Creates a new project
Try it →
Create item in Exact Online
Creates a new item
Try it →
Search account by name in Exact Online
Searches for an account by name
Try it →
Search address by contact name in Exact Online
Searches for an address by contact name
Try it →
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Create address in Exact Online
Creates a new address
Try it →
Search item by code in Exact Online
Searches for an item by code
Try it →
Create document in Exact Online
Creates a new document
Try it →
Delete account in Exact Online
Deletes an account
Try it →
Delete contact in Exact Online
Deletes a contact
Try it →
Update account in Exact Online
Updates an account
Try it →
Update contact in Exact Online
Updates a contact
Try it →
Update address in Exact Online
Updates an address
Try it →
Update cost center in Exact Online
Updates a cost center
Try it →
Update cost unit in Exact Online
Updates a cost unit
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
Try it →
Create account in Exact Online
Creates an account
Try it →
Create contact in Exact Online
Creates an contact
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
Try it →
Email is received in Microsoft Office 365
Triggers the automation when an email is received
Try it →
Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it →
Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it →
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
Try it →
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 Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
Try it →
Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
Try it →
Send email in Microsoft Office 365
Sends an email to a recipient
Try it →
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
Try it →
Update contact in Microsoft Office 365
Updates contact information with new details
Try it →
Search contact in Microsoft Office 365
Finds and retrieves contact information
Try it →

What can you automate with Exact Online + Microsoft Office 365?

Streamline your business operations by connecting communication channels with accounting and project management software.

What you can automate?
🔄
Sync contacts between Microsoft Office 365 and Exact Online
Automatically create or update Exact Online accounts whenever a new contact is added or modified in Microsoft Office 365. Eliminate double-entry and keep your customer database perfectly aligned.
📧
Capture submitted email and message details
Map incoming email content and message attachments directly into Exact Online records. Ensure your communication history is stored alongside your financial and project data.
🔔
Notify your team as soon as events occur
Trigger team alerts and notifications when calendar events start or emails arrive. Keep operational staff informed of crucial client updates instantly.
🔀
Route records based on submitted criteria
Apply conditional rules to direct contacts or tasks to the correct Exact Online cost center or project based on information submitted in Microsoft Office 365.
🔄
Keep destination records up to date
Modify addresses, contact details, and account names in Exact Online whenever corresponding updates take place in Microsoft Office 365.
🔍
Search and update instead of duplicating records
Perform automatic lookups for existing accounts, items, or documents in Exact Online before creating new entries, preventing duplicate data accumulation.
📅
Handle calendar milestones and project updates
Trigger project creation, cost unit adjustments, or document logging automatically when calendar events end or update in Microsoft Office 365.
🌐
Extend your workflow to third-party tools
Connect your core Exact Online and Microsoft Office 365 data pipeline to external apps like Slack, Salesforce, or Asana for multi-step automated operations.
And much more...

Who is Exact Online + Microsoft Office 365 integration for?

Accounting and business operations teams managing client communications and records need real-time data flow to eliminate manual re-keying and prevent missed follow-ups.

Accounting and finance teams
Accounting and finance teams
Operations managers
Operations managers
Account managers
Account managers
High-volume support teams
High-volume support teams
Sales representatives
Sales representatives
Administrative staff
Administrative staff
📈
Accounting and finance teams
You rely on Exact Online for accurate financial reporting, but manual contact entry from Microsoft Office 365 leaves your database outdated — integrating these apps means every new contact and record updates instantly so your financial figures remain accurate.
Operations managers
You need to act fast when new client interactions occur, but finding out about scheduling changes too late slows down project delivery — connecting these apps means your project records and task lists stay perfectly synchronized in real time.
🤝
Account managers
You answer to clients who expect immediate updates on project progress, but manual handoffs cause delays — automating both apps means client communications automatically trigger project creation and status updates without friction.
📊
High-volume support teams
The volume of incoming emails and client requests is too high for anyone to keep up by hand, leading to missed details — with this integration, every communication is captured and logged across your business software automatically.
🔄
Sales representatives
You depend on upstream handoffs to start client onboarding, but manual data copying creates bottlenecks — automating both apps means contact details flow smoothly from your email and calendar straight into your operational ledger.
🗂️
Administrative staff
You need a reliable history of all client interactions, but manual entry results in frequent gaps and missing audit trails — this integration means every contact, email, and calendar event is recorded accurately without manual intervention.
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 Exact Online + Microsoft Office 365

Build and manage your Exact Online + 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 Exact Online + 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Exact Online to Microsoft Office 365?
Frequently Asked Questions
You can connect Exact Online to Microsoft Office 365 in 1-click using ready workflows or ask Integrately AI to build the automation for you. It bridges your accounting software and business tools with Salesforce, Slack, Hubspot, and 1,500+ other apps.
Can I automatically sync my Microsoft Office 365 contacts to Exact Online?
Frequently Asked Questions
Can I connect Exact Online, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Microsoft Office 365?
Frequently Asked Questions
How does Exact Online handle data updates from external apps?
Frequently Asked Questions
Can I track Microsoft Office 365 calendar events and emails in Exact Online?
Frequently Asked Questions
Do I need coding skills to integrate Exact Online and Microsoft Office 365?
Frequently Asked Questions
Is the Exact Online and Microsoft Office 365 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Microsoft Office 365 With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online to financial, billing, and project management tools to streamline business operations.
Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with CRM, communication, and scheduling apps to keep your team connected.