Integrate Microsoft Office 365 to Syncro in one click, or tell Integrately AI how you want each contact handled. Capture lead details, create customer records, open support tickets, and notify your team automatically.
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 Syncro - Microsoft Office 365 integration, anytime a new Syncro customer is created, an Microsoft Office 365 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.
Anytime a new customer is added to your Syncro, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Syncro - Microsoft Office 365 integration, you can rest assured that your new customer will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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 - Syncro integration, anytime a new Microsoft Office 365 contact is created, an Syncro customer 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.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Syncro flow
Streamline communication, billing, and support handoffs by extending your core workflow with external tools. Pick a combination and activate it in one click.
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Microsoft Teams (4)
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QuickBooks Online (4)
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Zendesk (4)
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Slack (4)
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Stripe (4)
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HubSpot (4)
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Add Microsoft Office 365 contacts to Syncro, and notify your support team on Microsoft Teams
New Microsoft Office 365 contacts automatically create Syncro customers while your Microsoft Teams channel receives an instant notification.
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When a Syncro ticket is created, update Microsoft Office 365 and alert Microsoft Teams
Syncro support tickets update Microsoft Office 365 contact records and notify your technicians in Microsoft Teams instantly.
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When a Syncro ticket status changes, update Microsoft Office 365 and notify Microsoft Teams
Status updates in Syncro reflect in Microsoft Office 365 records while posting a summary to Microsoft Teams.
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When a Syncro invoice is created, search Microsoft Office 365 contacts and message Microsoft Teams
New Syncro invoices verify Microsoft Office 365 contact details and notify your billing team on Microsoft Teams.
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Create Syncro customers from Microsoft Office 365 contacts, and log them in QuickBooks Online
New Microsoft Office 365 contacts create Syncro customer accounts and sync financial profiles to QuickBooks Online.
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When a Syncro invoice is generated, search Microsoft Office 365 and create QuickBooks Online invoices
Syncro invoices pull Microsoft Office 365 contact records and generate matching invoices in QuickBooks Online.
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When a Syncro payment is made, update Microsoft Office 365 and log in QuickBooks Online
Syncro payments update Microsoft Office 365 contact notes and record sales receipts in QuickBooks Online.
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When a Syncro ticket is created, search Microsoft Office 365 and create QuickBooks Online estimates
New Syncro tickets search Microsoft Office 365 records and generate billable estimates in QuickBooks Online.
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When a Syncro ticket is created, update Microsoft Office 365 and open a Zendesk ticket
Syncro tickets update Microsoft Office 365 contact logs and generate synchronized support tickets in Zendesk.
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When a Syncro ticket is resolved, update Microsoft Office 365 and update Zendesk
Resolved Syncro tickets update Microsoft Office 365 records and close corresponding support items in Zendesk.
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When a Syncro customer is created, search Microsoft Office 365 and create Zendesk users
New Syncro customers search Microsoft Office 365 contact data and register new user profiles in Zendesk.
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When a Syncro RMM alert fires, create a Microsoft Office 365 event and open a Zendesk ticket
Syncro RMM alerts schedule Microsoft Office 365 calendar events and log support tasks in Zendesk.
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Create Syncro customers from Microsoft Office 365 contacts, and notify your team on Slack
New Microsoft Office 365 contacts create Syncro customer accounts while posting an alert to Slack.
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When a Syncro ticket is created, update Microsoft Office 365 and notify your Slack channel
Syncro support tickets update Microsoft Office 365 records and broadcast alerts directly to Slack.
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When a Syncro payment is made, update Microsoft Office 365 and alert your Slack finance channel
Syncro payments update Microsoft Office 365 contact records and post receipt notifications to Slack.
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When a Syncro invoice is generated, search Microsoft Office 365 and notify Slack
New Syncro invoices search Microsoft Office 365 contacts and post billing updates to Slack.
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When a Syncro invoice is created, search Microsoft Office 365 and create Stripe customers
Syncro invoices pull Microsoft Office 365 contact data and provision customer accounts in Stripe.
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When a Syncro payment is made, update Microsoft Office 365 and generate Stripe links
Syncro payments update Microsoft Office 365 records and create payment links in Stripe.
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When a Syncro customer is created, search Microsoft Office 365 and create Stripe customers
New Syncro customers search Microsoft Office 365 contact records and establish Stripe customer profiles.
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When a Syncro ticket is created, update Microsoft Office 365 and create Stripe invoices
Syncro support tickets update Microsoft Office 365 records and generate billable invoices in Stripe.
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Create Syncro customers from Microsoft Office 365 contacts, and sync to HubSpot contacts
New Microsoft Office 365 contacts create Syncro customer accounts and update HubSpot contacts simultaneously.
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When a Syncro customer is created, update Microsoft Office 365 and create HubSpot deals
New Syncro customers update Microsoft Office 365 records and generate pipeline deals in HubSpot.
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When a Syncro ticket is created, search Microsoft Office 365 and create HubSpot tickets
Syncro support tickets search Microsoft Office 365 records and open customer support records in HubSpot.
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When a Syncro invoice is generated, update Microsoft Office 365 and create HubSpot companies
New Syncro invoices update Microsoft Office 365 records and create corporate accounts in HubSpot.
Supported triggers and actions for Microsoft Office 365 and Syncro
Mix and match to build the exact automation you need
Sync Microsoft Office 365 contacts to Syncro customers instantly
Automatically convert every new contact created in Microsoft Office 365 into a customer record inside Syncro without manual data entry.
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Capture every submitted field and record detail
Map all available email fields and contact parameters from Microsoft Office 365 directly into corresponding Syncro ticket fields.
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Notify the right team member the moment events happen
Trigger instant notifications in messaging tools or email whenever a Syncro ticket status changes or a new invoice is issued.
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Route actions differently based on submitted form data
Evaluate incoming Microsoft Office 365 requests to create priority tickets or standard customer accounts dynamically in Syncro.
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Keep destination records up to date as changes occur
Automatically update contact information and ticket statuses across Microsoft Office 365 and Syncro whenever modifications happen.
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Search and update instead of creating duplicate entries
Check if a customer or contact already exists in Syncro before creating a new record from Microsoft Office 365 data.
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Handle later status changes like payments and resolutions
Trigger automated updates in Microsoft Office 365 whenever a Syncro invoice is paid or a support ticket is marked resolved.
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Extend your workflow to Microsoft Teams or Slack
Connect your core Microsoft Office 365 and Syncro flow with messaging apps to keep your entire support team instantly updated.
And much more...
Who is Microsoft Office 365 + Syncro integration for?
Connecting Microsoft Office 365 and Syncro eliminates manual data transfer across communication and MSP operations for growing support and service teams.
Operations Managers
Support Dispatchers
Account Managers
Billing Specialists
Service Technicians
IT Administrators
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Operations Managers
You're managing client records in Microsoft Office 365 but your Syncro accounts remain empty until someone exports them by hand, so your reporting lists are always out of sync — with this integration, every new contact creates a customer record instantly and keeps your accounts updated.
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Support Dispatchers
You receive urgent requests in Microsoft Office 365 but find out about support tickets too late to maintain SLAs, causing delays in your service queue — automations like this mean every email instantly generates a ticket and triggers immediate team alerts.
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Account Managers
You answer to clients who want to see active ticket progress while your team manually copies data between Microsoft Office 365 and Syncro, leaving gaps in visibility — automating both apps means your service records update live and clients see accurate progress.
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Billing Specialists
The volume of client invoices and customer payments is too high for anyone to keep up by hand across Microsoft Office 365 and Syncro, resulting in billing bottlenecks — connecting these apps means every transaction logs automatically without manual bookkeeping.
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Service Technicians
You own the technical resolution step and depend on dispatchers to hand over Microsoft Office 365 details manually, leading to incomplete ticket information — this integration means every client update flows straight into your workflow ready for action.
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IT Administrators
You need a reliable history of customer interactions and keep finding gaps between your Microsoft Office 365 contacts and Syncro database — automating both apps means every touchpoint logs seamlessly and your operational history remains complete.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Office 365 + Syncro
Build and manage your Microsoft Office 365 + Syncro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Syncro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
You can connect Microsoft Office 365 to Syncro in 1-click using ready workflows on Integrately, or ask Integrately AI to build your automation. It integrates smoothly with Microsoft Teams, QuickBooks Online, Zendesk, and 1,500+ other apps.
Can I automatically create Syncro customers from Microsoft Office 365 contacts?
You can automatically create Syncro customers whenever a new contact is added in Microsoft Office 365. Start from a ready automation or customize the exact flow with Integrately AI.
Can I connect Microsoft Office 365, Syncro, and Slack?
What is a good Zapier alternative for Microsoft Office 365 and Syncro?
Integrately is a fast alternative for Microsoft Office 365 and Syncro automation, offering 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost.
How does Microsoft Office 365 handle contact creation for this integration?
Microsoft Office 365 triggers actions instantly when contact records are created or updated. There is a ready template — start from the Microsoft Office 365 and Syncro integration.
Can Syncro tickets trigger actions in Microsoft Office 365?
Syncro tickets can update Microsoft Office 365 records and notify your team the moment support events occur. There is a ready template — start from the Microsoft Office 365 and Syncro integration.
Do I need coding skills to automate Microsoft Office 365 and Syncro?