Microsoft Office 365 + Macanta Integration

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Microsoft Office 365 + Macanta Integration

Create Macanta task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Macanta. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Macanta integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Macanta. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Microsoft Office 365 + Macanta Integration

Create Macanta 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 - Macanta integration, anytime a new Microsoft Office 365 contact is created, an Macanta 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 + Macanta Integration

Create Macanta task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Macanta for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Microsoft Office 365 + Macanta Integration
1.
  • 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
2.
  • 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
  • Macanta
    Create Task in Macanta
  • Macanta
    Create a Data Object in Macanta
  • Macanta
    Get Contact Details in Macanta
  • Macanta
    Edit a Data Object in Macanta
  • Macanta
    Get Data Object via Item ID in Macanta
  • Macanta
    Get Data Object by Field Value ID in Macanta
  • Macanta
    Create or Update Contact in Macanta
  • Macanta
    Create DO Note in Macanta
  • Macanta
    Create Note in Macanta
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