Integrate Kizen with Office 365

Send information between Kizen and Office 365 automatically, without writing any code, using Zoho Flow.

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Send a welcome email using Office 365 when a new company is created in Kizen

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Office 365 for newly created companies in Kizen.

How it works
  1. The flow triggers when a new company is added in Kizen.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Send a welcome email using Office 365 when a new company is created in Kizen

Kizen + Office 365

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Supported triggers and actions

Integrate Kizen 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

Form submission made

Triggers when a new submission is received for an existing form

Company added

Triggers when a new company is added

Contact added

Triggers when a new contact is added

Event updated

Triggers when any detail of an existing event is updated

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

Create contact

Creates a new contact

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create event

Creates a new event in the selected calendar

Update event

Updates the details of an existing event by ID

Update user

Updates the details of a user by ID

Update contact

Updates the details of an existing contact by ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch user

Fetches the details of a user by display name

Invite user

Invites the specified user to your group

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

What is Kizen?

Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.

CRM

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.

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.

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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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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