Integrate Join It to Microsoft Office 365 in one click, or tell Integrately AI how you want each membership handled. Track active members, update your Outlook contacts, schedule welcome events, and alert your team automatically.
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 Join It - Microsoft Office 365 integration, anytime a new Join It memberships is created, an Microsoft Office 365 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.
Anytime a new memberships is added to your Join It, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Join It - Microsoft Office 365 integration, you can rest assured that your new memberships will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Join It + Microsoft Office 365 flow
Sync your membership data with marketing lists, track payments in accounting tools, and notify your team on messaging channels as memberships change. Pick a combination and activate it in one click.
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Stripe (3)
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Mailchimp (3)
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Slack (3)
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Zoom (3)
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QuickBooks Online (3)
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Google Drive (3)
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When Payment is created in Join It, create a contact in Microsoft Office 365 and create a customer in Stripe.
New payments in Join It automatically generate an Outlook contact and a Stripe customer record, eliminating manual entry across your billing and communication tools.
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When Membership is created in Join It, send an email in Microsoft Office 365 and create a charge in Stripe.
New memberships trigger a welcome email in Microsoft Office 365 and process the initial charge in Stripe instantly.
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When Membership is updated in Join It, update the contact in Microsoft Office 365 and retrieve the customer in Stripe.
Member profile updates in Join It automatically refresh your Microsoft Office 365 contact and verify the Stripe customer record.
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When Membership is created in Join It, create a contact in Microsoft Office 365 and add a subscriber in Mailchimp.
New members are instantly added to your Microsoft Office 365 contacts and your Mailchimp mailing list without manual exporting.
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When Membership goes into inactive status in Join It, update the contact in Microsoft Office 365 and unsubscribe the member in Mailchimp.
Inactive memberships automatically update your Microsoft Office 365 contacts and remove the member from your Mailchimp audience.
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Use Claude to analyse new Join It memberships, create a contact in Microsoft Office 365, and add the segmented subscriber in Mailchimp.
Claude categorises new Join It members before creating an Outlook contact and adding them to the right Mailchimp audience.
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When Membership is created in Join It, create a contact in Microsoft Office 365 and notify your team on Slack.
New memberships instantly create an Outlook contact and post an alert in Slack so your team stays informed.
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When Payment is created in Join It, send an email in Microsoft Office 365 and post a payment alert in Slack.
Payment events trigger a confirmation email in Microsoft Office 365 and post a transaction update in your Slack channel.
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Use ChatGPT to summarise new Join It memberships, create an event in Microsoft Office 365, and post the brief in Slack.
ChatGPT summarises membership data to schedule an onboarding event in Microsoft Office 365 and announce the brief in Slack.
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When Membership is created in Join It, create a contact in Microsoft Office 365 and create a meeting in Zoom.
New memberships automatically set up an Outlook contact and schedule an introductory Zoom meeting.
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When Membership is renewed in Join It, create an event in Microsoft Office 365 and register the participant in Zoom.
Member renewals schedule a calendar event in Microsoft Office 365 and register the attendee for upcoming Zoom webinars.
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Use Gemini to review new Join It membership notes, create a contact in Microsoft Office 365, and schedule a webinar in Zoom.
Gemini analyses membership notes to create a tailored Outlook contact and schedule a targeted webinar in Zoom.
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When Payment is created in Join It, create a contact in Microsoft Office 365 and create an invoice in QuickBooks Online.
New payments in Join It generate an Outlook contact and log an invoice in QuickBooks Online automatically.
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When Membership is created in Join It, send an email in Microsoft Office 365 and create a customer in QuickBooks Online.
New memberships trigger a welcome email in Microsoft Office 365 and establish a customer profile in QuickBooks Online.
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When Membership goes into inactive status in Join It, update the contact in Microsoft Office 365 and update the customer in QuickBooks Online.
Canceled memberships update your Microsoft Office 365 contacts and modify the customer status in QuickBooks Online.
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When Membership is created in Join It, create a contact in Microsoft Office 365 and create a file in Google Drive.
New memberships create an Outlook contact and generate a dedicated folder document in Google Drive instantly.
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When Payment is created in Join It, send an email in Microsoft Office 365 and upload a receipt file in Google Drive.
Payment events send an email receipt via Microsoft Office 365 and back up the receipt document in Google Drive.
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Use Claude to summarise new Join It membership data, create a contact in Microsoft Office 365, and save the document in Google Drive.
Claude summarises membership data to create an Outlook contact and save an organised profile document in Google Drive.
Supported triggers and actions for Join It and Microsoft Office 365
Mix and match to build the exact automation you need
Join It Triggers & Actions
Instant
Membership is created in Join It
Triggers the automation when a new membership is created
Create a contact in Microsoft Office 365 automatically the moment a new membership is created in Join It, ensuring your address book stays current.
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Capture every submitted membership detail
Map all custom membership fields and notes from Join It straight into your Microsoft Office 365 contact profiles and event descriptions.
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Alert your team as soon as members join
Send instant email notifications or calendar invites in Microsoft Office 365 whenever a new payment is created in Join It.
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Route workflows based on membership type
Take different actions in Microsoft Office 365 depending on whether a Join It membership is standard, corporate, or VIP.
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Keep contact records up to date on renewal
Update existing Microsoft Office 365 contact details automatically whenever a member updates their profile or renews in Join It.
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Manage inactive memberships cleanly
Update contact statuses or schedule follow-ups in Microsoft Office 365 the moment a membership goes into inactive status in Join It.
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Automate actions following successful payments
Send welcome emails or create onboarding calendar events in Microsoft Office 365 immediately after a payment is created in Join It.
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Extend flows to connected business apps
Combine Join It and Microsoft Office 365 with Slack or Stripe to notify channels and log financial records in a single automated pipeline.
And much more...
Who is Join It + Microsoft Office 365 integration for?
Membership managers, administrative teams, and community leaders connect these apps to eliminate manual data entry and keep member records updated instantly across platforms.
Membership coordinators
Customer success leads
Account managers
Membership administrators
Sales representatives
Operations directors
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Membership coordinators
You track active members and renewal metrics, but your contact lists only update when someone manually exports records, so the numbers you report are always outdated — this integration means every new membership lands in your Outlook contacts instantly and your reports stay accurate.
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Customer success leads
You need to onboard new members immediately, but delayed notifications mean you find out about signups hours later — automating both apps means every new join triggers calendar events and contact updates right away so outreach starts without delay.
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Account managers
You answer to stakeholders who want immediate progress updates on member acquisition, but gathering data by hand creates frustrating bottlenecks — connecting these apps means your team pipeline and communication records stay updated in real time.
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Membership administrators
The volume of daily signups and renewals is too high for anyone to keep up by hand, leading to missed emails and incomplete contact records — with this integration, every payment and status change is processed automatically without manual data entry.
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Sales representatives
You own the onboarding follow-up and depend on administrators to hand over member details, but manual handoffs cause costly delays — integrating these apps means new contact profiles appear in your workflow the moment payment is confirmed.
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Operations directors
You need a reliable history of all member interactions, but manual record-keeping leaves persistent gaps in your database — automating both apps means every renewal, status change, and payment creates a verified audit trail across your tools.
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Why choose Integrately to automate Join It + Microsoft Office 365
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1,500+ apps connected
Connect Join It + Microsoft Office 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
You can connect Join It to Microsoft Office 365 in one click using pre-built workflows or ask Integrately AI to set up custom sequences with Slack, Stripe, and Mailchimp.
Can I automatically create Microsoft Office 365 contacts from new Join It memberships?
Can I connect Join It, Microsoft Office 365, and Slack?
Yes, you can connect Join It, Microsoft Office 365, and Slack together to sync contacts, schedule calendar events, and post team alerts across 1,500+ other apps.
What is a good Zapier alternative for Join It and Microsoft Office 365?
Most alternatives lack 1-click ready workflows and AI builders, whereas Integrately offers 20 million+ templates, 24/5 live chat support, and lower cost.
How does Join It handle membership status updates in this integration?