Microsoft Office 365 + SharpSpring Integration

Integrate Microsoft Office 365 to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Add new contacts to your CRM, update lead records, trigger automated emails, and keep your marketing pipelines aligned automatically.

Free foreverFree forever.
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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Microsoft Office 365 + SharpSpring Integration

Capture new contacts, update CRM records, trigger marketing workflows, alert your team, and send follow-ups, all in just one click.

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

Create SharpSpring contact for new Microsoft Office 365 contact

If you're using Microsoft Office 365 to manage your sales leads, it's important to also use SharpSpring 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 contact will automatically be created in SharpSpring.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Office 365 + SharpSpring flow

Connect email, surveys, spreadsheets, and team communication to keep every department updated after your core sync completes. Pick a combination and activate it in one click.

Microsoft Office 365
SharpSpring
+
Microsoft ExcelMicrosoft Excel (8)
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TypeformTypeform (8)
+
SalesforceSalesforce (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
ZoomZoom (8)
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Add every new Microsoft Office 365 contact to SharpSpring, and log the row in Microsoft Excel.
New Microsoft Office 365 contacts appear in SharpSpring immediately while logging a new row in Microsoft Excel, eliminating manual exports.
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When a SharpSpring form is submitted, update your Microsoft Office 365 contact and log the entry in Microsoft Excel.
SharpSpring form submissions update existing Microsoft Office 365 contacts and record entries in Microsoft Excel without manual data entry.
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When a Microsoft Office 365 contact is updated, update the record in SharpSpring and refresh your Microsoft Excel row.
Updated Microsoft Office 365 contacts instantly refresh SharpSpring records and update your Microsoft Excel tracking sheet.
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Create a SharpSpring contact from new Microsoft Office 365 emails and track them in Microsoft Excel.
Incoming Microsoft Office 365 emails generate SharpSpring contacts and log entries in Microsoft Excel automatically.
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If a SharpSpring contact is created, add it to Microsoft Office 365 and log the entry in Microsoft Excel.
New SharpSpring contacts automatically populate Microsoft Office 365 address books and Microsoft Excel spreadsheets.
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When a SharpSpring opportunity is created, update your Microsoft Office 365 contact and log it in Microsoft Excel.
New SharpSpring opportunities update Microsoft Office 365 contact records and record tracking rows in Microsoft Excel.
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Use Claude to summarise new Microsoft Office 365 emails, create SharpSpring contacts, and log them in Microsoft Excel.
Claude extracts key details from Microsoft Office 365 emails to create structured SharpSpring contacts and Microsoft Excel records.
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When a Microsoft Office 365 calendar event ends, update SharpSpring, log in Microsoft Excel, and send a recap email.
Completed calendar events trigger SharpSpring updates, Microsoft Excel log entries, and summary emails in Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and SharpSpring

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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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with Microsoft Office 365 + SharpSpring?

Streamline your contact management, marketing automation, and lead synchronisation between Microsoft Office 365 and SharpSpring.

What you can automate?
Sync every new contact automatically
Create a contact in SharpSpring the moment a new contact is created in Microsoft Office 365. Eliminate manual data entry and keep your core systems aligned without lifting a finger.
📋
Capture all submitted form fields
Map complete form submissions and contact attributes from SharpSpring straight into your Microsoft Office 365 records. Ensure no custom question or detail gets left behind.
🔔
Alert your team instantly on new leads
Send instant notifications or emails through Microsoft Office 365 whenever a high-value contact or opportunity is created in SharpSpring. Keep stakeholders informed the second a prospect converts.
🔀
Route leads based on submitted criteria
Evaluate submitted fields and tags to create priority opportunities in SharpSpring or standard records depending on customer tier. Ensure every lead gets routed to the right workflow.
🔄
Keep contact records continuously updated
Automatically update matching records across both platforms whenever contact details change in either Microsoft Office 365 or SharpSpring. Prevent data fragmentation across your stack.
🛡️
Prevent duplicate records and entries
Search existing databases before creating new entries to ensure contacts and accounts remain clean and unique. Maintain a pristine database without manual cleanup.
📈
Handle later deal stage and status changes
Trigger automated follow-up actions and record updates whenever an opportunity stage progresses or closes in SharpSpring. Keep your sales pipeline flowing smoothly from start to finish.
🔌
Extend your workflow to team messaging
Connect your core Microsoft Office 365 and SharpSpring flow with Slack to announce wins and alert your sales channel instantly. Build powerful multi-app pipelines with zero coding.
And much more...

Who is Microsoft Office 365 + SharpSpring integration for?

Connecting Microsoft Office 365 and SharpSpring helps sales, marketing, and operations teams eliminate manual data entry, keep pipeline records accurate, and ensure fast follow-ups.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Business development reps
Business development reps
Data analysts
Data analysts
📈
Performance marketers
You're running marketing campaigns across multiple channels but your CRM counts only update when someone manually exports leads, so the conversion metrics you're optimising against are always outdated — with this integration, every new contact lands in your pipeline instantly and your data stays current.
🎯
Sales representatives
You need to reach out to inbound prospects immediately, but contact details get trapped in email inboxes until someone copies them over by hand — with this integration, every new enquiry reaches your CRM instantly and you can follow up before competitors do.
🤝
Account managers
You answer to clients who expect their records and pipeline stages to reflect real-time progress, but manual data entry leads to embarrassing gaps in your tracking — with this integration, every status change updates automatically and your client reporting is always accurate.
⚙️
Operations leads
The volume of inbound form submissions and calendar bookings is too high for anyone to keep up with by hand, leading to missed records and frustrated stakeholders — with this integration, every submission is processed automatically and your systems remain perfectly synchronised.
📞
Business development reps
You depend on marketing teams to hand over lead details before you can begin outreach, but handoffs take hours and momentum gets lost — with this integration, every lead is routed to your pipeline the second it arrives so you can start outreach immediately.
📊
Data analysts
You need a reliable history of all contact interactions and pipeline movements, but manual record-keeping leaves missing fields and inconsistent entries — with this integration, every record is captured cleanly and your historical reporting is fully dependable.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Office 365 + SharpSpring

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

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Office 365 to SharpSpring?
Frequently Asked Questions
You can connect Microsoft Office 365 to SharpSpring instantly using 1-click workflows on Integrately. Pick a ready template or ask Integrately AI to build the automation and map the fields for you. Connect additional tools like Microsoft Excel, Salesforce, Slack, and Zoom with over 1,500+ integrations available.
Can I automatically sync new Microsoft Office 365 contacts to SharpSpring?
Frequently Asked Questions
Can I connect Microsoft Office 365, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and SharpSpring?
Frequently Asked Questions
How does Microsoft Office 365 handle contact data syncing here?
Frequently Asked Questions
Can SharpSpring trigger actions in Microsoft Office 365 automatically?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and SharpSpring?
Frequently Asked Questions
Is the Microsoft Office 365 and SharpSpring integration free?
Frequently Asked Questions
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SharpSpring
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