Flexie CRM + Microsoft Office 365 Integration

Integrate Flexie CRM to Microsoft Office 365 in one click, or tell Integrately AI how you want each lead handled. Sync contacts, update deals, schedule calendar events, and send emails automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • 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
Arrow Right
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • 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 Flexie CRM + Microsoft Office 365 Integration

Capture emails, create contacts, update deals, schedule calendar events, and manage records, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + Flexie CRM Integration

Create Flexie CRM contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Flexie CRM integration, anytime a new Microsoft Office 365 contact is created, an Flexie CRM 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.
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Microsoft Office 365 + Flexie CRM Integration

Create Flexie CRM deal from new Microsoft Office 365 contact

Anytime a new contact is created in your Microsoft Office 365, a new deal will automatically be created in your Flexie CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Office 365 - Flexie CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Microsoft Office 365 + Flexie CRM Integration

Create Flexie CRM deal for new Microsoft Office 365 event

Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your Flexie CRM directly from Microsoft Office 365 events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Connect more apps to your Flexie CRM + Microsoft Office 365 flow

Connect your core automation to messaging, email marketing, CRMs, scheduling, payment, and video conferencing tools. Pick a combination and activate it in one click.

Flexie CRM
Microsoft Office 365
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
ZoomZoom (3)
M
F
S
When a contact is created in Microsoft Office 365, create a contact in Flexie CRM and notify your team in Slack
New Microsoft Office 365 contacts appear in Flexie CRM instantly and your team hears about it in Slack, eliminating manual data entry.
M
F
S
When an email is received in Microsoft Office 365, create a lead in Flexie CRM and alert your sales channel in Slack
Incoming emails become Flexie CRM leads automatically while Slack alerts your sales channel.
M
F
S
When a calendar event is created in Microsoft Office 365, create a deal in Flexie CRM and announce it in Slack
Schedule meetings in Microsoft Office 365 to automatically generate Flexie CRM deals and announce them in Slack.

Supported triggers and actions for Flexie CRM and Microsoft Office 365

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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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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What can you automate with Flexie CRM + Microsoft Office 365?

Streamline your sales pipeline and office workflows by connecting Flexie CRM and Microsoft Office 365.

What you can automate?
🔄
Sync contacts between office tools and sales CRM
Automatically create or update Flexie CRM contacts whenever a contact is created in Microsoft Office 365, ensuring your customer records remain up to date.
📧
Convert incoming emails into CRM leads
Capture every email received in Microsoft Office 365 and instantly generate new leads or contacts inside Flexie CRM for rapid follow-up.
📅
Track calendar events as deals and tasks
Turn Microsoft Office 365 calendar events into active deals or tasks in Flexie CRM the moment meetings are scheduled or ended.
🔀
Route records based on submitted criteria
Apply conditional rules to direct specific emails, contacts, or calendar events to the right Flexie CRM custom entities or pipelines.
✏️
Keep records current as details change
Automatically update existing Flexie CRM accounts and contacts whenever information is modified in Microsoft Office 365.
🔍
Search and update without creating duplicates
Perform searches in Flexie CRM before creating records, ensuring clean data management across both platforms.
⏱️
Handle status changes and follow-ups
Trigger automated follow-up emails in Microsoft Office 365 when Flexie CRM deals or leads move through different pipeline stages.
🔌
Extend workflows to popular third-party apps
Connect your core Flexie CRM and Microsoft Office 365 flow to Slack, HubSpot, Calendly, or Stripe for complete business automation.
And much more...

Who is Flexie CRM + Microsoft Office 365 integration for?

Sales teams, business owners, and operations professionals use this integration to eliminate manual data entry, streamline communications, and accelerate deal closures.

Sales Managers
Sales Managers
Account Executives
Account Executives
Client Success Teams
Client Success Teams
Operations Specialists
Operations Specialists
Sales Development Reps
Sales Development Reps
Business Analysts
Business Analysts
📈
Sales Managers
You're reviewing lead conversion numbers in Flexie CRM but your office calendar and email updates remain disconnected, so pipeline reports are always incomplete — with this integration, every contact and deal stays perfectly synchronised.
Account Executives
You need to act fast on incoming prospect communications, but finding out about new emails or calendar events too late causes missed opportunities — with this integration, every interaction triggers immediate CRM updates.
🤝
Client Success Teams
You answer to clients who expect prompt updates after meetings and emails, but manual logging slows down your progress — with this integration, every event and message is automatically logged against the right record.
📊
Operations Specialists
The volume of daily emails and calendar bookings is too high for anyone to keep up by hand, leading to scattered data across tools — with this integration, all routine records update instantly without manual effort.
🔄
Sales Development Reps
You own the next step in the sales cycle and depend on upstream contact creation to start outreach — with this integration, new contacts flow straight into your active pipeline without delay.
🗂️
Business Analysts
You need a reliable activity history for accurate forecasting and keep finding gaps caused by missed manual entries — with this integration, every transaction and event is captured completely.
Our team

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Why choose Integrately to automate Flexie CRM + Microsoft Office 365

Build and manage your Flexie CRM + 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 Flexie CRM + 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 Flexie CRM to Microsoft Office 365?
Frequently Asked Questions
You can connect Flexie CRM to Microsoft Office 365 in 1 click using ready templates or by asking Integrately AI to build your custom workflow alongside Slack, HubSpot, and 1,500+ other apps.
Can I automatically sync my Microsoft Office 365 contacts to Flexie CRM?
Frequently Asked Questions
Can I connect Flexie CRM, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Microsoft Office 365?
Frequently Asked Questions
How does Flexie CRM handle incoming data from Microsoft Office 365 emails?
Frequently Asked Questions
Can Microsoft Office 365 calendar events update Flexie CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Microsoft Office 365?
Frequently Asked Questions
Is the Flexie CRM and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Flexie CRM or Microsoft Office 365 With 1500+ Other Apps

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Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with communication, document management, and productivity apps to keep operations connected.