Microsoft Office 365 + Metroleads Integration

Integrate Metroleads to Microsoft Office 365 in one click, or tell Integrately AI how you want each lead handled. Capture new contacts, create leads, update records, and alert your team automatically.

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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
Arrow Right
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
  • Metroleads
    Create lead in Metroleads
  • Metroleads
    Search lead in Metroleads
  • Metroleads
    Assign a lead in Metroleads
  • Metroleads
    Update lead in Metroleads
  • Metroleads
    Get recent leads in Metroleads
  • Metroleads
    Unassign a lead in Metroleads

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Ready Workflows Ready Workflows for Metroleads + Microsoft Office 365 Integration

Capture contacts, create leads, update records, alert your team, and follow up, all in just one click.

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

Create Metroleads lead 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 - Metroleads integration, anytime a new Microsoft Office 365 contact is created, an Metroleads lead 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 Metroleads + Microsoft Office 365 flow

Teams want to sync leads to their CRM, schedule calls, and send instant alerts once contacts arrive. Pick a combination and activate it in one click.

Microsoft Office 365
Metroleads
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
TwilioTwilio (4)
M
M
S
When a contact is created in Microsoft Office 365, create a lead in Metroleads and add a record in Salesforce
New Microsoft Office 365 contacts immediately generate a Metroleads lead and a Salesforce record without manual data entry.
M
M
S
When a calendar event is created in Microsoft Office 365, update the lead in Metroleads and log the activity in Salesforce
Keep Metroleads leads and Salesforce records updated whenever a Microsoft Office 365 calendar event is scheduled.
M
M
S
When an email is received in Microsoft Office 365, search for the lead in Metroleads and update the record in Salesforce
Email interactions in Microsoft Office 365 instantly trigger lead searches in Metroleads and updates in Salesforce.
M
M
S
When a contact is updated in Microsoft Office 365, update the lead in Metroleads and Salesforce
Keep contact details synchronized across Microsoft Office 365, Metroleads, and Salesforce automatically.

Supported triggers and actions for Microsoft Office 365 and Metroleads

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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Metroleads
Metroleads Triggers & Actions
No trigger is available
Create lead in Metroleads
Generates new leads for potential customers
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Search lead in Metroleads
Retrieves information for a particular lead
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Assign a lead in Metroleads
Assigns leads to team members based on predefined criteria
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Update lead in Metroleads
Updates the lead information
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Get recent leads in Metroleads
Retrieves the most up-to-date leads
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Unassign a lead in Metroleads
Unassigns a lead
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What can you automate with Metroleads + Microsoft Office 365?

Streamline your lead generation, contact management, and team communication with automated workflows between Metroleads and Microsoft Office 365.

What you can automate?
🎯
Create Metroleads leads from Microsoft Office 365 contacts
Automatically generate a new lead in Metroleads the moment a contact is created in Microsoft Office 365. Eliminate manual data entry and ensure zero prospect delays.
📝
Capture every submitted contact detail
Map all available Microsoft Office 365 contact fields directly into Metroleads lead records instead of just basic names and emails. Your database becomes a richer source for review and follow-up.
🔔
Notify the right person as soon as it happens
Alert team members instantly in Slack or via email whenever a new Microsoft Office 365 contact or calendar event creates a Metroleads lead.
🔀
Route records based on submitted fields
Assign leads in Metroleads differently depending on specific criteria or domains submitted in Microsoft Office 365 contact forms.
🔄
Keep lead records up to date as contacts change
Automatically update existing Metroleads leads whenever contact information or calendar events are modified in Microsoft Office 365.
🔍
Search and update instead of creating duplicates
Check if a lead already exists in Metroleads before processing Microsoft Office 365 emails or contacts, preventing duplicate entries in your pipeline.
📅
Manage calendar events and meeting updates
Trigger Metroleads updates automatically when Microsoft Office 365 calendar events are created, ended, or rescheduled.
💬
Extend your workflow to Slack or HubSpot
Connect your core Metroleads and Microsoft Office 365 workflow to Slack or HubSpot to notify teams and log deals seamlessly.
And much more...

Who is Metroleads + Microsoft Office 365 integration for?

Sales leaders, account managers, and support teams rely on this integration to eliminate manual data entry, streamline lead creation, and keep records perfectly synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Handoff coordinators
Handoff coordinators
Support supervisors
Support supervisors
📈
Performance marketers
You're running campaigns and logging contacts in Microsoft Office 365, but your lead tracking in Metroleads only updates when someone manually exports records, so your pipeline metrics are always a few hours behind — with this integration, every new contact lands in Metroleads instantly and your data stays current.
Sales representatives
You need to follow up with new prospects the moment they reach out in Microsoft Office 365, but waiting for manual lead creation means you find out too late — with this integration, every contact automatically generates a Metroleads lead so you can engage immediately.
🤝
Account managers
You answer to clients who want to see prompt follow-ups and updated records, but manual data transfers between Microsoft Office 365 and Metroleads cause delays — with this integration, all contact activities sync automatically to keep stakeholders informed.
📊
Operations teams
The volume of incoming Microsoft Office 365 contacts is too high for anyone to keep up by hand, leading to missed entries and duplicate records — with this integration, every contact is handled instantly and accurately across both platforms.
🔄
Handoff coordinators
You own the next step in the sales process and depend on someone upstream to hand over Microsoft Office 365 contacts, but manual handoffs cause friction — with this integration, leads are created and assigned automatically the moment a contact arrives.
📋
Support supervisors
You need a reliable history of all customer interactions and keep finding gaps where Microsoft Office 365 emails and calendar events were missed in Metroleads — with this integration, every interaction creates an accurate, gap-free record.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Metroleads

Build and manage your Microsoft Office 365 + Metroleads 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 + Metroleads 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Metroleads to Microsoft Office 365?
Frequently Asked Questions
You can connect Metroleads to Microsoft Office 365 in 1-click using ready-made templates or ask Integrately AI to build the automation for you.
Can I automatically create Metroleads leads from Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Metroleads, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Metroleads and Microsoft Office 365?
Frequently Asked Questions
How are lead records handled when updating Metroleads from Microsoft Office 365?
Frequently Asked Questions
Can calendar events in Microsoft Office 365 trigger Metroleads updates?
Frequently Asked Questions
Do I need coding skills to automate Metroleads and Microsoft Office 365?
Frequently Asked Questions
Is the Metroleads and Microsoft Office 365 integration free?
Frequently Asked Questions
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