Integrate EngageBay with Office 365
Send information between EngageBay and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Trigger a welcome email through Office 365 when a new company is added in EngageBay
Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Office 365 for newly created companies in EngageBay.
How it works
- The flow triggers when a new company is created in EngageBay.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Trigger a welcome email through Office 365 when a new company is added in EngageBay
EngageBay + Office 365
Generate a new contact in Office 365 each time a new contact is created in EngageBay
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Office 365 each time a new contact is created in EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in Office 365.
Generate a new contact in Office 365 each time a new contact is created in EngageBay
EngageBay + Office 365
Build your own integrations between EngageBay and Office 365
Connect EngageBay and Office 365 with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate EngageBay and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
Contact added
Triggers when a new contact is added
Calendar added
Triggers when a new calendar is added
Event updated
Triggers when any detail of an existing event is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Create event
Creates a new event in the selected calendar
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
Create contact
Creates a new contact
Update user
Updates the details of an existing user by ID
Update contact
Updates the details of an existing contact by ID
Update event
Updates the details of an existing event by ID
Fetch user
Fetches the details of an existing user by display name
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
