Cognito Forms + Microsoft Office 365 Integration

Integrate Cognito Forms to Microsoft Office 365 in one click, or tell Integrately AI how you want each entry handled. Send instant confirmation emails, create contacts, schedule calendar events, and update your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
Arrow Right
2.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

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Ready Workflows Ready Workflows for Cognito Forms + Microsoft Office 365 Integration

Send email notifications from form entries, create contacts, schedule calendar events, and update your team, all in just one click.

Most popular automationsmost-popular-automations
Cognito Forms + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Cognito Forms entry

Any business that relies on online forms to collect customer data knows how important it is to have an efficient way to manage responses. Without a system in place, it can be all too easy for new responses to get lost in the shuffle. Integrately's Cognito Forms - Microsoft Office 365 integration provides a simple solution by automatically creating Microsoft Office 365 events for each new Cognito Forms entry submission.

This integration ensures that every entry is followed up in a timely manner, and no leads are left behind. In addition, this integration makes it easy to track which team member is responsible for each follow-up, making it easy to hold everyone accountable.

As a result, this Cognito Forms - Microsoft Office 365 integration can help any business streamline its follow-up process and close more deals.
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Cognito Forms + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Microsoft Office 365. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Microsoft Office 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Cognito Forms + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Cognito Forms entry

When you receive a new Cognito Forms entry, you can automatically send a Microsoft Office 365 message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Microsoft Office 365 message today. Your future self will thank you.
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Connect more apps to your Cognito Forms + Microsoft Office 365 flow

Capture form entries, send Office 365 emails, and sync your data with spreadsheets, CRMs, and project tools. Pick a combination and activate it in one click.

Cognito Forms
Microsoft Office 365
+
Microsoft ExcelMicrosoft Excel (3)
+
SharePointSharePoint (2)
+
Microsoft TeamsMicrosoft Teams (2)
+
HubSpotHubSpot (2)
+
AsanaAsana (2)
+
MailchimpMailchimp (2)
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Add every Cognito Forms entry to Microsoft Excel, send a confirmation email in Microsoft Office 365, and log the submission
Every Cognito Forms entry creates a new row in Microsoft Excel and triggers an email in Microsoft Office 365 instantly, removing manual spreadsheet entry.
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When a Cognito Forms entry is updated, update the spreadsheet row in Microsoft Excel and send an update email in Microsoft Office 365
Form updates reflect immediately in your Microsoft Excel spreadsheet and notify contacts through Microsoft Office 365 without manual follow-up.
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Use ChatGPT to analyse Cognito Forms submissions, log them in Microsoft Excel, and send a summary email in Microsoft Office 365
ChatGPT analyses each Cognito Forms entry, logs structured data in Microsoft Excel, and sends a formatted summary via Microsoft Office 365.

Supported triggers and actions for Cognito Forms and Microsoft Office 365

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
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Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
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No action is available
Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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What can you automate with Cognito Forms + Microsoft Office 365?

Streamline form data collection and team communication by connecting Cognito Forms triggers directly to Microsoft Office 365 actions.

What you can automate?
✉️
Send confirmation emails for every form entry
Automatically trigger an email in Microsoft Office 365 the moment an entry is created in Cognito Forms, ensuring instant communication with submitters.
📋
Capture every submitted form field
Map all available form inputs into your email messages and contact records instead of just basic names, providing complete context for your team.
🔔
Notify the right team member immediately
Send instant notification emails via Microsoft Office 365 as soon as a new submission arrives so staff can take immediate action.
🔀
Route emails based on submitted form fields
Send different email templates or notify specific departments in Microsoft Office 365 depending on the specific choices made in the form.
🔄
Keep recipient records updated as forms change
Automatically update contact information in Microsoft Office 365 whenever a user edits their entry in Cognito Forms.
📇
Create or update contacts without duplicates
Check existing records in Microsoft Office 365 before creating new contacts from form submissions, keeping your address book clean.
📅
Manage calendar events from form bookings
Create calendar events in Microsoft Office 365 automatically whenever a user submits a scheduling form in Cognito Forms.
🔗
Extend your workflow to external apps
Connect your core Cognito Forms and Microsoft Office 365 workflow to Mailchimp for automated marketing list updates.
And much more...

Who is Cognito Forms + Microsoft Office 365 integration for?

Connect Cognito Forms and Microsoft Office 365 to eliminate manual data transfers and ensure form submissions trigger immediate email actions across your team.

Operations managers
Operations managers
Support leads
Support leads
Account managers
Account managers
Customer service teams
Customer service teams
Project coordinators
Project coordinators
Data compliance specialists
Data compliance specialists
📈
Operations managers
You report on form submission metrics and rely on accurate tracking, but manual data exports leave your spreadsheets outdated — integrating these apps means every new entry triggers automated Office 365 updates and keeps your reporting current.
Support leads
You need to respond to customer inquiries immediately, but delayed form notifications mean requests sit in queues too long — automating both apps means every submission instantly sends an email alert in Microsoft Office 365.
📊
Account managers
You answer to clients who expect prompt follow-ups after submitting requests, but manual processing causes bottlenecks — with this integration, form entries automatically generate Office 365 emails and project updates.
🔄
Customer service teams
The volume of inbound form submissions is too high for anyone to keep up by hand, leading to missed client messages — this integration means every submission triggers automated Microsoft Office 365 emails and contact creation.
👥
Project coordinators
You depend on upstream team members to hand over project intake forms before you can start work, but delays stall your schedule — connecting these apps means form entries instantly notify you via Microsoft Office 365.
📋
Data compliance specialists
You need a reliable audit history of every form submission and communication, but manual logging creates dangerous gaps — automating both apps means every entry and email event is recorded accurately.
Our team

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Why choose Integrately to automate Cognito Forms + Microsoft Office 365

Build and manage your Cognito Forms + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cognito Forms + Microsoft Office 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect Cognito Forms to Microsoft Office 365?
Frequently Asked Questions
You can connect Cognito Forms to Microsoft Office 365 in 1-click using ready-made workflows on Integrately or by using Integrately AI to build custom sequences linking Microsoft Excel, SharePoint, and Microsoft Teams.
Can I automatically send emails in Microsoft Office 365 when a Cognito Forms entry is created?
Frequently Asked Questions
Can I connect Cognito Forms, Microsoft Office 365, and Microsoft Excel?
Frequently Asked Questions
What is a good Zapier alternative for Cognito Forms and Microsoft Office 365?
Frequently Asked Questions
How are form entries from Cognito Forms handled in Microsoft Office 365?
Frequently Asked Questions
Can I update Microsoft Office 365 contacts when a Cognito Forms entry is updated?
Frequently Asked Questions
Do I need coding skills to automate Cognito Forms and Microsoft Office 365?
Frequently Asked Questions
Is the Cognito Forms and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Cognito Forms or Microsoft Office 365 With 1500+ Other Apps

Cognito Forms
Popular Cognito Forms Integrations
Connect Cognito Forms to CRMs, email tools, and form builders to collect and manage your submissions.
Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with communication, calendar, and productivity tools to keep team collaboration connected.