Integrate Freshsales with Office 365

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

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Generate a new contact in Office 365 each time a new contact is created in Freshsales

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Office 365 whenever a new contact is created in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow creates a new contact in Office 365.
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Generate a new contact in Office 365 each time a new contact is created in Freshsales

Freshsales + Office 365

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Supported triggers and actions

Integrate Freshsales and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New deal

Triggers when a new deal is created in the selected view

New account

Triggers when a new account is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New lead

Triggers when a new lead is created in the selected view

Event updated

Triggers when any detail of an existing event is updated

Calendar added

Triggers when a new calendar is added

Contact added

Triggers when a new contact is added

Event added

Triggers when a new event is added in the selected calendar

Email received

Triggers when a new email is received

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create lead

Creates a new lead

Create deal

Creates a new deal

Add note to lead

Adds a note to the selected lead

Add note to contact

Adds a note to the selected contact

Convert lead

Converts a lead to contact

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create event

Creates a new event in the selected calendar

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

Fetch event

Fetches the details of an existing event by title or 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 contact

Fetches the details of an existing contact by name

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

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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