Integrate Jetpack CRM with Office 365
Send information between Jetpack CRM and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Office 365 when a new company is created in Jetpack CRM
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 Jetpack CRM.
How it works
- The flow triggers when a new company is created in Jetpack CRM.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Initiate a welcome email using Office 365 when a new company is created in Jetpack CRM
Jetpack CRM + Office 365
Generate a new contact in Office 365 each time a new contact is created in Jetpack CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Office 365 whenever a new contact is added in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Office 365.
Generate a new contact in Office 365 each time a new contact is created in Jetpack CRM
Jetpack CRM + Office 365
Build your own integrations between Jetpack CRM and Office 365
Connect Jetpack CRM and Office 365 with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Jetpack CRM and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
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
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
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 Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, 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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
