Integrate Agendor with Office 365

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

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Initiate a welcome email using Office 365 when a new company is created in Agendor

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 Agendor.

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

Agendor + Office 365

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Supported triggers and actions

Integrate Agendor 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

Person updated

Triggers when the details of a person is updated

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Deal updated

Triggers when a the details of a deal is updated

Company updated

Triggers when the details of a company is updated

Event updated

Triggers when any detail of an existing event is updated

Email received

Triggers when a new email is received

Calendar added

Triggers when a new calendar is added

Event added

Triggers when a new event is added in the selected calendar

Contact added

Triggers when a new contact is added

All Actions - Actions are the automated tasks

Create company deal

Creates a new company deal

Create person

Creates a person .

Create company

Creates a new company

Create person deal

Creates a person deal

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update company

Updates the details of the specified company

Update deal

Updates the basic details of the specified deal

Fetch company

Fetches the details of an existing company

Fetch person

Fetch the details of the specified person

Fetch user

Fetches the details of the specified user

Send email

Creates and sends an email to a recipient

Create contact

Creates a new contact

Create event

Creates a new event in the selected calendar

Add user

Adds a new account user

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of a user by ID

Update event

Updates the details of an existing event by ID

Fetch event

Fetches the details of an existing event by title or ID

Invite user

Invites the specified user to your group

Fetch user

Fetches the details of a user by display name

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions 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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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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