Microsoft Office 365 + Prefinery Integration

Integrate Microsoft Office 365 to Prefinery in one click, or tell Integrately AI how you want each contact handled. Create users, sync data, alert your team, and trigger rewards 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
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery Instant
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
  • Prefinery
    Create user in Prefinery
  • Prefinery
    Unsubscribe user in Prefinery
  • Prefinery
    Trigger rewards in Prefinery

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Ready Workflows Ready Workflows for Microsoft Office 365 + Prefinery Integration

Capture contacts, manage referrals, sync data, alert your team, and trigger rewards, all in just one click.

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

Create Microsoft Office 365 contact for new Prefinery user

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 Prefinery user 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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Prefinery + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Prefinery user

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Microsoft Office 365 message for every new Prefinery user, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Microsoft Office 365 + Prefinery Integration

Create Prefinery user for new Microsoft Office 365 contact

If you're using Microsoft Office 365 to manage your sales leads, it's important to also use Prefinery to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Office 365, a corresponding user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Microsoft Office 365 + Prefinery flow

Send details to your email marketing tools, forms, team chat, spreadsheets, CRMs, and scheduling software as soon as records update. Pick a combination and activate it in one click.

Microsoft Office 365
Prefinery
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
M
P
M
Add every new Microsoft Office 365 contact to Prefinery, and create a subscriber in Mailchimp.
New Microsoft Office 365 contacts instantly become Prefinery users and Mailchimp subscribers without manual entry.
P
M
M
When a Prefinery user is created, update the contact in Microsoft Office 365 and add a subscriber in Mailchimp.
Prefinery signups automatically update your Microsoft Office 365 contacts and add new subscribers to Mailchimp.
P
M
M
When a Prefinery reward is earned, send a notification email in Microsoft Office 365 and update the subscriber in Mailchimp.
Reward milestones in Prefinery trigger confirmation emails in Microsoft Office 365 and update subscriber profiles in Mailchimp.

Supported triggers and actions for Microsoft Office 365 and Prefinery

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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Prefinery
Prefinery Triggers & Actions
Instant
User is created in Prefinery
Triggers the automation when a new user is created
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Instant
User applied for campaign in Prefinery
Triggers the automation when a user applies for a prelaunch or referral campaign
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Instant
User is invited in Prefinery
Triggers the automation when a user is invited
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Instant
User actively participates in Prefinery
Triggers the automation when a user actively participates in an event
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Instant
User is rejected in Prefinery
Triggers the automation when a user is rejected
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Instant
User has resubscribed in Prefinery
Triggers the automation when a user re-subscribes
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Instant
User is suspended in Prefinery
Triggers the automation when user account is suspended
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Instant
User is unconfirmed in Prefinery
Triggers the automation when a user is unconfirmed
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Instant
User is updated in Prefinery
Triggers the automation when the details of any are updated
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Instant
User is imported in Prefinery
Triggers the automation when a new user is imported
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Instant
User is deleted in Prefinery
Triggers the automation when any user is deleted
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Instant
Referral created in Prefinery
Triggers the automation when a referral is created
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Instant
Reward earned in Prefinery
Triggers the automation when a reward is earned
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Instant
Reward delivered in Prefinery
Triggers the automation when a reward is delivered
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Instant
Reward revoked in Prefinery
Triggers the automation when a reward is taken away
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Instant
User has unsubscribed in Prefinery
Triggers the automation when a user unsubscribes from emails
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Create user in Prefinery
Generates a new user account
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Unsubscribe user in Prefinery
Removes user from mailing list
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Trigger rewards in Prefinery
Initiates rewards
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What can you automate with Microsoft Office 365 + Prefinery?

Streamline your contact management and referral campaigns by connecting every trigger and action seamlessly.

What you can automate?
🔄
Sync new contacts to your referral platform
Automatically create a user in Prefinery whenever a new contact is created in Microsoft Office 365. Keep your referral campaigns populated without manual exports.
📋
Capture every submitted contact detail
Map all available contact fields from Microsoft Office 365 into Prefinery user profiles. Ensure no custom attributes or notes get left behind during registration.
🔔
Notify your team the moment a user registers
Send instant alerts or confirmation emails whenever a new participant joins your Prefinery campaign. Keep your team informed without checking dashboards manually.
🔀
Route users based on submitted criteria
Trigger different reward tiers or campaign flows depending on specific attributes in your Microsoft Office 365 contacts. Deliver targeted experiences automatically.
🔄
Keep records updated as details change
Automatically update Prefinery user profiles whenever a contact is modified in Microsoft Office 365. Maintain accurate data across both platforms at all times.
🛡️
Prevent duplicate user entries
Search existing records before creating new Prefinery users from Microsoft Office 365 contacts. Maintain a clean database free of redundant profiles.
🎁
Handle later status changes and rewards
Trigger automated follow-ups in Microsoft Office 365 when users earn or redeem rewards in Prefinery. Keep your participants engaged throughout their lifecycle.
🔗
Extend flows to your favorite supporting apps
Connect Microsoft Office 365 and Prefinery data to Slack, Google Sheets, or HubSpot for comprehensive reporting and team collaboration.
And much more...

Who is Microsoft Office 365 + Prefinery integration for?

Connecting Microsoft Office 365 and Prefinery eliminates manual data entry between your contact lists and referral programs, keeping records perfectly synchronized.

Marketing managers
Marketing managers
Customer success leads
Customer success leads
Project coordinators
Project coordinators
Growth teams
Growth teams
Sales representatives
Sales representatives
Operations leads
Operations leads
📈
Marketing managers
You're running campaigns across multiple channels but your tracking metrics only update when someone manually exports contacts, so the referral counts you're reviewing are always a few hours behind — this integration means every new contact lands in your referral platform instantly and your data stays current.
Customer success leads
You manage client onboarding through office directories but need participants registered in your referral software right away, so delays leave new users waiting for their invitation links — with this integration, every contact update triggers user creation instantly and your onboarding flows run without delay.
📊
Project coordinators
You report on participant engagement to stakeholders who expect up-to-the-minute numbers, but manual copying between office tools creates frustrating reporting gaps — automating both apps means referral signups and contact records reconcile automatically and your reports are always ready.
🚀
Growth teams
Your signup volume is too high for anyone to keep contact directories and referral campaigns aligned by hand, so leads get missed during peak periods — connecting these apps means every submission flows straight into your referral platform and your growth initiatives run at full speed.
💼
Sales representatives
You own the outreach process and depend on administrative staff to hand over new leads from your email and calendar tools, causing valuable follow-up time to slip away — integrating these apps means new contacts appear in your systems immediately and you can reach out right away.
📋
Operations leads
You need a reliable history of every participant and contact across your enterprise tools, but manual record-keeping keeps introducing missing entries into your databases — this integration means every contact event and user signup logs accurately across your stack without gaps.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Prefinery

Build and manage your Microsoft Office 365 + Prefinery 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 + Prefinery 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 Microsoft Office 365 to Prefinery?
Frequently Asked Questions
You can connect Microsoft Office 365 to Prefinery in one click using pre-built templates or by asking Integrately AI to set it up. It links your Microsoft Office 365 contacts and emails with tools like Slack, Google Sheets, and Mailchimp without any manual coding.
Can I automatically create a Prefinery user when a new Microsoft Office 365 contact is added?
Frequently Asked Questions
Can I connect Microsoft Office 365, Prefinery, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Prefinery?
Frequently Asked Questions
How does Microsoft Office 365 handle contact updates in this integration?
Frequently Asked Questions
How does Prefinery manage referral rewards with Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Prefinery?
Frequently Asked Questions
Is the Microsoft Office 365 and Prefinery integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Prefinery With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
Connect Microsoft Office 365 to calendars, project management tools, and email platforms to streamline your daily communications and scheduling.
Prefinery
Popular Prefinery Integrations
Sync Prefinery with customer support, marketing automation, and analytics tools to expand your referral tracking capabilities.
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Prefinery Integrations arrow right
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