Microsoft Office 365 + LionDesk Integration

Integrate LionDesk to Microsoft Office 365 in one click, or tell Integrately AI how you want each lead handled. Sync contact details, create calendar events, update email records, and keep your sales team aligned automatically.

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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
  • LionDesk
    Contact is created in LionDesk
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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
  • LionDesk
    Create new contact in LionDesk
  • LionDesk
    Find contact in LionDesk
  • LionDesk
    Start campaign in LionDesk
  • LionDesk
    Add tags in LionDesk
  • LionDesk
    Update hotness in LionDesk
  • LionDesk
    Add comment in LionDesk

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Ready Workflows Ready Workflows for LionDesk + Microsoft Office 365 Integration

Capture leads, sync contact details, schedule meetings, update email records, and alert your sales team, all in just one click.

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

Send Microsoft Office 365 message for new LionDesk contact

Anytime a new contact is added to your LionDesk, 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 LionDesk - 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!
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LionDesk + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new LionDesk 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 LionDesk 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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Microsoft Office 365 + LionDesk Integration

Create LionDesk 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 - LionDesk integration, anytime a new Microsoft Office 365 contact is created, an LionDesk 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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Connect more apps to your LionDesk + Microsoft Office 365 flow

Keep your leads managed, communications synced, tasks tracked, and team alerted across your entire stack. Pick a combination and activate it in one click.

Microsoft Office 365
LionDesk
+
Facebook Lead AdsFacebook Lead Ads (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
TwilioTwilio (4)
+
AsanaAsana (4)
+
Google SheetsGoogle Sheets (4)
F
L
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Add every Facebook Lead Ads lead to LionDesk, create a contact in Microsoft Office 365, and notify your sales team.
Facebook leads instantly populate LionDesk and Microsoft Office 365 without manual data entry.
L
M
F
When a contact is created in LionDesk, update Facebook Lead Ads data and send a confirmation via Microsoft Office 365.
Keep communication channels active across LionDesk and Microsoft Office 365 whenever a lead enters.
F
L
M
Use Claude to evaluate Facebook Lead Ads submissions, create a LionDesk contact, and draft an email in Microsoft Office 365.
AI-qualified leads flow seamlessly into LionDesk with tailored email drafts prepared in Microsoft Office 365.
F
L
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If a Facebook Lead Ads submission is high intent, create a LionDesk contact and send a calendar invite in Microsoft Office 365.
High-intent leads instantly trigger LionDesk contact creation and Microsoft Office 365 meeting scheduling.

Supported triggers and actions for Microsoft Office 365 and LionDesk

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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LionDesk
LionDesk Triggers & Actions
Contact is created in LionDesk
Triggers the automation when a new contact is created
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Create new contact in LionDesk
Adds a new contact to the address book
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Find contact in LionDesk
Searches and locate contact information
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Start campaign in LionDesk
Initiates a new marketing campaign
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Add tags in LionDesk
Categorize and assign tags based on predefined criteria
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Update hotness in LionDesk
Updates the ranking of items based on their current popularity or activity levels
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Add comment in LionDesk
Adds a comment to a record
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What can you automate with LionDesk + Microsoft Office 365?

Streamline your sales pipeline, eliminate manual data entry, and keep your communication channels perfectly synchronized.

What you can automate?
🔄
Sync contacts between LionDesk and Microsoft Office 365
Instantly create a contact in Microsoft Office 365 whenever a new contact is created in LionDesk. Keep your CRM and email directory perfectly aligned without manual copying.
📋
Capture every submitted field and detail
Map all available contact attributes and custom fields from LionDesk directly into Microsoft Office 365 records. Ensure your team has complete context for every customer.
✉️
Send automated welcome emails instantly
Trigger personalized welcome emails or draft messages in Microsoft Office 365 the moment a new contact is registered in LionDesk.
🎯
Route records based on contact hotness
Apply conditional logic to handle high-value leads differently from standard inquiries, updating hotness levels and alerting specific team members accordingly.
📅
Schedule and manage calendar events automatically
Create calendar events in Microsoft Office 365 whenever meetings or follow-ups are booked, ensuring your schedule reflects your sales pipeline.
🔍
Find and update existing records to prevent duplicates
Search for existing contacts before creating new entries, updating current records in Microsoft Office 365 and LionDesk to keep your database clean.
📝
Log interaction comments and activity notes
Add comments and activity notes across both platforms whenever new emails, calls, or status updates occur in your sales process.
🔗
Extend your workflow to Google Sheets
Connect LionDesk and Microsoft Office 365 workflows with Google Sheets to archive records, generate reports, and analyze performance data effortlessly.
And much more...

Who is LionDesk + Microsoft Office 365 integration for?

Sales professionals, account managers, and business owners juggling contacts and communications across platforms benefit by eliminating manual data entry and missed follow-ups.

Sales Managers
Sales Managers
Real Estate Agents
Real Estate Agents
Business Development Reps
Business Development Reps
Customer Success Teams
Customer Success Teams
Enterprise Account Executives
Enterprise Account Executives
Sales Operations Specialists
Sales Operations Specialists
📈
Sales Managers
You're tracking team pipeline metrics in LionDesk but client communications are scattered across inbox folders, so your performance reports are always missing key context — with this integration, every contact and email syncs instantly and your pipeline numbers stay current.
🏡
Real Estate Agents
You manage property inquiries in LionDesk but schedule client showings in Microsoft Office 365 manually, leading to double-booked calendars and lost time — with this integration, every new lead instantly creates corresponding calendar events and contacts without manual entry.
💼
Business Development Reps
You're adding new leads to LionDesk every day but forgetting to draft follow-up emails in Microsoft Office 365, causing crucial prospects to slip through the cracks — automating both apps means every contact triggers immediate outreach templates instantly.
🤝
Customer Success Teams
You handle client onboarding in Microsoft Office 365 while support history lives in LionDesk, resulting in fragmented customer histories and delayed responses — connecting these apps means every client interaction updates your entire record unified.
🏢
Enterprise Account Executives
You coordinate complex corporate deals across LionDesk and Microsoft Office 365, but manual scheduling errors delay critical client meetings — this integration means your calendar events and contact directories stay perfectly aligned at all times.
⚙️
Sales Operations Specialists
You audit database consistency between LionDesk and Microsoft Office 365 weekly, but manual data imports leave recurring gaps in your records — automating both apps means your database remains clean and fully synchronized.
Our team

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Why choose Integrately to automate Microsoft Office 365 + LionDesk

Build and manage your Microsoft Office 365 + LionDesk 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 + LionDesk 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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Connect Accounts
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Frequently Asked Questions

How do I connect LionDesk to Microsoft Office 365?
Frequently Asked Questions
You can connect LionDesk to Microsoft Office 365 in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build the integration for you. It takes just a few moments to link your accounts and start syncing contacts, calendar events, and emails.
Can I automatically sync new LionDesk contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect LionDesk, Microsoft Office 365, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for LionDesk and Microsoft Office 365?
Frequently Asked Questions
How does LionDesk handle contact creation in this integration?
Frequently Asked Questions
How does Microsoft Office 365 manage calendar events and emails here?
Frequently Asked Questions
Do I need coding skills to automate LionDesk and Microsoft Office 365?
Frequently Asked Questions
Is the LionDesk and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect LionDesk or Microsoft Office 365 With 1500+ Other Apps

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Microsoft Office 365
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