Microsoft Office 365 + SalesUp! Integration

Integrate Microsoft Office 365 to SalesUp! in one click, or tell Integrately AI how you want each contact handled. Capture leads, create contacts in SalesUp!, update your CRM, and trigger follow-ups automatically.

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1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received 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
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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
  • SalesUp!
    Create contact in SalesUp!

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Ready Workflows Ready Workflows for Microsoft Office 365 + SalesUp! Integration

Capture email leads, create new contacts, organise databases, sync details, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + SalesUp! Integration

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

Send contact updates to email marketing lists, notify your sales team, and store document attachments across your stack. Pick a combination and activate it in one click.

Microsoft Office 365
SalesUp!
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MailchimpMailchimp (4)
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WhatsAppWhatsApp (4)
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HubSpotHubSpot (4)
+
CalendlyCalendly (3)
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Google DriveGoogle Drive (3)
+
StripeStripe (3)
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Add every new Microsoft Office 365 contact to SalesUp! and create a subscriber in Mailchimp
New Microsoft Office 365 contacts appear in SalesUp! and Mailchimp within seconds, so your marketing lists and CRM stay updated.
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When an email is received in Microsoft Office 365, create a contact in SalesUp! and send a campaign in Mailchimp
Emails received in Microsoft Office 365 automatically create SalesUp! contacts and trigger Mailchimp campaigns.
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When a Microsoft Office 365 contact is updated, update SalesUp! and modify the subscriber in Mailchimp
Contact updates in Microsoft Office 365 sync directly to SalesUp! and Mailchimp records.
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When a calendar event is created in Microsoft Office 365, create a SalesUp! contact and add a Mailchimp tag
Calendar events in Microsoft Office 365 create SalesUp! contacts and tag subscribers in Mailchimp.

Supported triggers and actions for Microsoft Office 365 and SalesUp!

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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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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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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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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SalesUp!
SalesUp! Triggers & Actions
No trigger is available
Create contact in SalesUp!
Adds a new contact to the database
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What can you automate with Microsoft Office 365 + SalesUp!?

Streamline your customer relationship management by automating contact creation, data syncing, and team notifications across your entire tech stack.

What you can automate?
🔄
Sync new contacts automatically
Every time a new contact is created in Microsoft Office 365, it is automatically added to SalesUp! without any manual data entry. Eliminate copy-pasting and keep your customer database accurate.
📝
Capture every submitted contact detail
Map all available contact fields from Microsoft Office 365 emails and events straight into SalesUp! records. Ensure phone numbers, company names, and addresses are never left behind.
🔔
Notify your team instantly
Trigger immediate notifications when new communications or contacts arrive in Microsoft Office 365. Keep sales representatives informed the moment a new lead enters the system.
🔀
Route records based on submitted criteria
Evaluate incoming contact details from Microsoft Office 365 to determine specific routing rules in SalesUp!. Direct high-priority leads to senior sales representatives immediately.
🔄
Keep records updated as details change
When contact information is modified in Microsoft Office 365, automatically update the corresponding record in SalesUp!. Prevent outdated information from lingering in your CRM.
🔍
Prevent duplicate contact entries
Search existing databases before creating new records to ensure SalesUp! contains only unique contacts. Maintain a clean, deduplicated customer database effortlessly.
📅
Manage updates from calendar events
Track schedule changes and meeting updates from Microsoft Office 365 events to adjust follow-up tasks in SalesUp!. Keep your sales pipeline aligned with actual client interactions.
🔌
Extend your workflow to HubSpot
Connect your core automation to HubSpot to log additional marketing interactions and track broader customer journeys beyond your CRM.
And much more...

Who is Microsoft Office 365 + SalesUp! integration for?

Sales teams, business owners, and customer support specialists looking to eliminate manual data entry and keep their contacts synchronised across platforms.

Sales Managers
Sales Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Business Operations Teams
Business Operations Teams
Sales Development Reps
Sales Development Reps
CRM Administrators
CRM Administrators
📊
Sales Managers
You're tracking daily contact updates in Microsoft Office 365 but your reports only reflect changes after manual data exports, so the lead counts you're reviewing are always outdated — with this integration, every new contact syncs instantly and your pipeline numbers stay current.
⚡
Account Executives
You manage incoming client communications in Microsoft Office 365 but miss critical follow-ups because alerts reach you hours later, so potential deals stall before initial contact — this integration means every new contact creates a record immediately so you can engage leads without delay.
📋
Client Success Leads
You coordinate client meetings through Microsoft Office 365 calendars while stakeholders wait for status updates, so communication gaps create friction — automating both apps means every contact and schedule change updates automatically to keep everyone informed.
📈
Business Operations Teams
You receive high volumes of client inquiries via Microsoft Office 365 emails that require manual entry, so your team falls behind during peak hours — with this integration, every contact is processed instantly to eliminate data entry bottlenecks.
🤝
Sales Development Reps
You rely on marketing teams to log Microsoft Office 365 leads before you can begin outreach, so valuable hours pass before contact attempts occur — connecting these apps means every new contact is created instantly so your outreach starts right away.
🗂️
CRM Administrators
You maintain customer databases across Microsoft Office 365 and discover missing records during audits, so your historical data remains incomplete — automating both apps means every contact is recorded accurately without missing entries.
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Why choose Integrately to automate Microsoft Office 365 + SalesUp!

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1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + SalesUp! with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Free done-for-you setup
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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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Frequently Asked Questions

How do I connect Microsoft Office 365 to SalesUp!?
Frequently Asked Questions
Connecting Microsoft Office 365 to SalesUp! takes just one click using ready-made templates or Integrately AI. You can also connect Mailchimp, WhatsApp, HubSpot, and other tools to manage your workflow.
Can I automatically sync new Microsoft Office 365 contacts into SalesUp!?
Frequently Asked Questions
Can I connect Microsoft Office 365, SalesUp!, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and SalesUp!?
Frequently Asked Questions
How are contact updates handled between Microsoft Office 365 and SalesUp!?
Frequently Asked Questions
Can I create SalesUp! contacts from received emails in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and SalesUp!?
Frequently Asked Questions
Is the Microsoft Office 365 and SalesUp! integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or SalesUp! With 1500+ Other Apps

Microsoft Office 365
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SalesUp!
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Sync SalesUp! with customer support, marketing, and reporting tools to keep your sales pipeline fully optimised.
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