Popular Microsoft Office 365 + Macanta Workflows
Create Macanta contact for new Microsoft Office 365 contact
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.
Create Macanta task for new Microsoft Office 365 contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create Macanta note for new Microsoft Office 365 message
Create Macanta note for new Microsoft Office 365 event
When Contact is created in Microsoft Office 365 > Check condition > Create or Update Contact in Macanta
When Contact is updated in Microsoft Office 365 > Check condition > Create or Update Contact in Macanta
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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 IntegrationsMacanta is an innovative cloud-based CRM solution. It's unique combination of ease-of-use, powerful features, scalability, security and low cost allows you to focus on building your business while we do the rest.
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