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 750+ 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
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Event updated
Triggers when any detail of an existing event is updated
Event added
Triggers when a new event is added in the selected calendar
Email received
Triggers when a new email is received
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create event
Creates a new event
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
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create contact
Creates a new contact
Update event
Updates the details of an existing event by ID
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of a user by ID
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of a user by display name
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.
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
