Integrate Salesmate with Office 365

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

Explore prebuilt integration flows to get started

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

Quickly welcome your new clients with a tailored automated welcome email. This flow will generate a welcome email using Office 365 for every new company created within Salesmate.

How it works
  1. The flow triggers when a new company is created in Salesmate.
  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 Salesmate

Salesmate + Office 365

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Create a new contact in Office 365 whenever a new contact is created in Salesmate

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Office 365 whenever a new contact is created in Salesmate.

How it works
  1. The flow triggers when a new contact is created in Salesmate.
  2. Zoho Flow creates a new contact in Office 365.
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Create a new contact in Office 365 whenever a new contact is created in Salesmate

Salesmate + Office 365

Build your own integrations between Salesmate and Office 365

Connect Salesmate 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 Salesmate and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company 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

Create contact

Creates a new contact

Create activity

Creates a new activity

Create company

Creates a new company

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch deal

Fetches the details of a deal by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

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 Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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