Kylas CRM + Microsoft Office 365 Integration

Connect Kylas CRM to Microsoft Office 365 - Automate your workflows in 1-click

Make use of Kylas CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Microsoft Office 365 automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. And automate all the repetitive tasks between Kylas CRM & Microsoft Office 365 using Integrately.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Kylas CRM + Microsoft Office 365 Integration

Just click on the workflow you want to automate
most-popular-automations
Microsoft Office 365 + Kylas CRM Integration

Create Kylas 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 - Kylas CRM integration, anytime a new Microsoft Office 365 contact is created, an Kylas 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.
See more
Activate
Kylas CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Kylas CRM contact

Anytime a new contact is added to your Kylas CRM, 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 Kylas CRM - Microsoft Office 365 integration, you can rest assured that your new contact 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!
See more
Activate
Kylas CRM + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Kylas CRM 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 Kylas CRM - Microsoft Office 365 integration, anytime a new Kylas CRM contact 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.
See more
Activate
Kylas CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Kylas CRM deal

Whenever a new deal is created in your Kylas CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Kylas CRM - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See more
Activate
  • 1of2

Create Your Own Kylas CRM & Microsoft Office 365 Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Kylas CRM + Microsoft Office 365 Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation when a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation when the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation when a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation when a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation when a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation when a deal is created

    Instant
  • Microsoft Office 365
    Email is created in Microsoft Office 365

    Triggers the automation when a new email is created

  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365

    Triggers the automation when a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365

    Triggers the automation when a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365

    Triggers the automation when a calendar event is updated

  • Microsoft Office 365
    Contact is created in Microsoft Office 365

    Triggers the automation when a new contact is created

  • Microsoft Office 365
    Contact is updated in Microsoft Office 365

    Triggers the automation when a contact is updated

2.
  • Kylas CRM
    Create contact in Kylas CRM

    Adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Generates a new company profile with given details

  • Microsoft Office 365
    Send email in Microsoft Office 365

    Sends an email to a recipient

  • Microsoft Office 365
    Create draft email in Microsoft Office 365

    Adds a new contact to the contact list

  • Microsoft Office 365
    Create event in Microsoft Office 365

    Adds a new contact to the contact list

  • Microsoft Office 365
    Create contact in Microsoft Office 365

    Adds a new contact to the database

  • Microsoft Office 365
    Update contact in Microsoft Office 365

    Updates contact information with new details

  • Microsoft Office 365
    Search contact in Microsoft Office 365

    Finds and retrieves contact information

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Kylas CRM & Microsoft Office 365 In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Kylas CRM or Microsoft Office 365 With 1200+ Other Apps

undefined Integrations

Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

See Kylas CRM Integrations
undefined Integrations

Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!

See Microsoft Office 365 Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Kylas CRM + Microsoft Office 365 Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support