Convert Builder + Microsoft Office 365 Integration

Integrate Convert Builder to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Create contacts, schedule calendar events, send follow-up emails, and keep your business communications synchronized automatically.

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1.
  • Convert Builder
    Form response is created in Convert Builder Instant
  • Convert Builder
    Order is created in Convert Builder Instant
  • Convert Builder
    Order is updated in Convert Builder Instant
  • Convert Builder
    Product is created in Convert Builder Instant
  • Convert Builder
    Product is updated in Convert Builder Instant
  • Convert Builder
    Booking is created in Convert Builder Instant
  • Convert Builder
    Contact is created or updated in Convert Builder 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.
  • Convert Builder
    Get order by Id in Convert Builder
  • Convert Builder
    Create contact in Convert Builder
  • Convert Builder
    Delete contact in Convert Builder
  • Convert Builder
    Update product in Convert Builder
  • Convert Builder
    Search contact in Convert Builder
  • Convert Builder
    Update contact in Convert Builder
  • Convert Builder
    Create product in Convert Builder
  • Convert Builder
    Create member in Convert Builder
  • Convert Builder
    Delete member in Convert Builder
  • Convert Builder
    Update member in Convert Builder
  • Convert Builder
    Search product in Convert Builder
  • Convert Builder
    Create member group in Convert Builder
  • Convert Builder
    Update member group in Convert Builder
  • Convert Builder
    Delete member group in Convert Builder
  • 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 Convert Builder + Microsoft Office 365 Integration

Sync new contacts, schedule calendar events, send custom emails, and update client records, all in just one click.

Most popular automationsmost-popular-automations
Convert Builder + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Convert Builder form submission

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 Convert Builder - Microsoft Office 365 integration provides a simple solution by automatically creating Microsoft Office 365 events for each new Convert Builder form submission submission.

This integration ensures that every form submission 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 Convert Builder - Microsoft Office 365 integration can help any business streamline its follow-up process and close more deals.
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Convert Builder + Microsoft Office 365 Integration

Create Microsoft Office 365 contact from new Convert Builder order

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convert Builder with Microsoft Office 365? This integration will allow you to automatically create a contact for each new order in Microsoft Office 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Convert Builder + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Convert Builder form submission

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

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

Send Microsoft Office 365 message for new Convert Builder form submission

When you receive a new Convert Builder form submission, 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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Microsoft Office 365 + Convert Builder Integration

Create Convert Builder contact for new Microsoft Office 365 contact

If you're using Microsoft Office 365 to manage your sales leads, it's important to also use Convert Builder to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Office 365, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Convert Builder contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Office 365 contact and Convert Builder contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Convert Builder + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Convert Builder contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Microsoft Office 365 message for every new Convert Builder contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Connect more apps to your Convert Builder + Microsoft Office 365 flow

Sync your marketing leads and team communications with payments, scheduling, and customer data tools. Pick a combination and activate it in one click.

Convert Builder
Microsoft Office 365
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ZoomZoom (4)
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Google DriveGoogle Drive (4)
C
S
M
Create a Stripe customer when a Contact is created or updated in Convert Builder, and send a welcome email in Microsoft Office 365
Convert Builder contacts automatically register in Stripe as new customers while Microsoft Office 365 sends out a welcoming email without manual data entry.
S
C
M
Send a Microsoft Office 365 notification email when a Stripe charge is created, and update the order in Convert Builder
Keep your sales operations updated in Microsoft Office 365 and Convert Builder the moment a Stripe payment clears.
C
S
M
Create a Stripe invoice when an Order is created in Convert Builder, and notify your accounting team in Microsoft Office 365
Every new Convert Builder order generates a Stripe invoice and sends an email notification through Microsoft Office 365.
S
C
M
When a Stripe subscription is canceled, update the member in Convert Builder and send a retention email in Microsoft Office 365
Handle subscription cancellations smoothly by updating member records in Convert Builder and triggering outreach via Microsoft Office 365.

Supported triggers and actions for Convert Builder and Microsoft Office 365

Mix and match to build the exact automation you need

Convert Builder
Convert Builder Triggers & Actions
Instant
Form response is created in Convert Builder
Triggers the automation when a form is filled
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Instant
Order is created in Convert Builder
Triggers the automation when a new order is created
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Instant
Order is updated in Convert Builder
Triggers the automation when any order is updated
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Instant
Product is created in Convert Builder
Triggers the automation when a new product is created
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Instant
Product is updated in Convert Builder
Triggers the automation when a product is updated
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Instant
Booking is created in Convert Builder
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in Convert Builder
Triggers the automation when a contact is created or updated
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Get order by Id in Convert Builder
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Create contact in Convert Builder
Adds a new contact to the database
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Delete contact in Convert Builder
Removes a contact from the address book
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Update product in Convert Builder
Updates product information
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Search contact in Convert Builder
Finds and retrieves contact information
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Update contact in Convert Builder
Updates contact information with new details
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Create product in Convert Builder
Generates and launch new products
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Create member in Convert Builder
Adds a new member to the system
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Delete member in Convert Builder
Removes a member from the system
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Update member in Convert Builder
Updates a member's information
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Search product in Convert Builder
Searches for a product
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Create member group in Convert Builder
Creates a new group of members
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Update member group in Convert Builder
Updates the particular member group
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Delete member group in Convert Builder
Deletes a member group
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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 Convert Builder + Microsoft Office 365?

Streamline your marketing workflows, client communications, and data management by connecting Convert Builder and Microsoft Office 365.

What you can automate?
🚀
Sync new contacts and customer orders instantly
Automatically trigger Microsoft Office 365 email notifications and calendar events the moment a new contact or order is created in Convert Builder. Eliminate manual data entry and ensure immediate client follow-up.
📋
Capture every submitted marketing form response
Map all submitted form answers and booking details from Convert Builder directly into Microsoft Office 365 records and emails. Keep complete prospect information accessible for your entire team.
🔔
Alert the right team member immediately
Send targeted email notifications through Microsoft Office 365 whenever high-value orders or bookings occur in Convert Builder. Keep sales and support staff informed in real time.
🔀
Route communications based on submitted fields
Send different email templates or schedule distinct calendar events in Microsoft Office 365 depending on specific product selections or form answers submitted in Convert Builder.
🔄
Keep client records updated as details change
Automatically update contact information and membership status in Microsoft Office 365 whenever a customer profile or order is modified in Convert Builder.
🛡️
Prevent duplicate records across platforms
Search existing contacts and records before creating new entries in Microsoft Office 365 when handling updates from Convert Builder. Maintain a clean and organized database.
📅
Manage later status changes and cancellations
Automatically update calendar schedules and send retention emails in Microsoft Office 365 when bookings or orders are updated or canceled in Convert Builder.
🔌
Extend your core workflow to Slack
Connect Convert Builder and Microsoft Office 365 with Slack to post team notifications and share customer updates automatically across your communication channels.
And much more...

Who is Convert Builder + Microsoft Office 365 integration for?

Marketing teams, business owners, and sales professionals save hours of manual data entry by synchronizing contacts, orders, and communications across their daily platforms.

Performance marketing managers
Performance marketing managers
Sales representatives
Sales representatives
Client success coordinators
Client success coordinators
High-volume support leads
High-volume support leads
Operations coordinators
Operations coordinators
Business owners
Business owners
📈
Performance marketing managers
You're running marketing campaigns across your funnels but your analytics reports only update when someone manually exports contacts, so the metrics you review are always outdated — this integration means every new lead lands in your communications platform instantly and your reports stay current.
Sales representatives
You need to follow up with inbound prospects immediately, but submissions sit in marketing dashboards until someone checks them manually — automating both apps means every contact and order triggers instant notifications so you can engage leads at peak interest.
🤝
Client success coordinators
You answer to stakeholders who want immediate progress updates on new client bookings and form submissions, but compiling manual summaries takes hours — connecting these apps means every booking automatically populates your calendar and records without manual intervention.
📊
High-volume support leads
The volume of daily orders and customer inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and delayed responses — integrating these apps means every submission and order is handled and communicated instantly across your team.
🔄
Operations coordinators
You own the fulfillment step and depend on marketing teams to hand over customer orders and contact forms before you can begin work — automating both apps means every order flows directly into your scheduling and email tools the moment it is created.
🗂️
Business owners
You need a reliable history of all customer interactions and financial transactions, but manual data transfers keep leaving frustrating gaps in your archives — this integration means every contact, booking, and order is recorded accurately across your entire system.
Our team

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Why choose Integrately to automate Convert Builder + Microsoft Office 365

Build and manage your Convert Builder + 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 Convert Builder + 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?

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Frequently Asked Questions

How do I connect Convert Builder to Microsoft Office 365?
Frequently Asked Questions
You can connect Convert Builder to Microsoft Office 365 in 1-click using Integrately. Set up workflows alongside Stripe, Slack, and Google Drive, or use Integrately AI to build your automation instantly.
Can I automatically send Microsoft Office 365 emails for new Convert Builder contacts?
Frequently Asked Questions
Can I connect Convert Builder, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Convert Builder and Microsoft Office 365?
Frequently Asked Questions
How does Convert Builder handle contact and order data in this integration?
Frequently Asked Questions
Can Microsoft Office 365 calendar events trigger updates in Convert Builder?
Frequently Asked Questions
Is coding required to set up Convert Builder and Microsoft Office 365 automations?
Frequently Asked Questions
Is the Convert Builder and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Convert Builder or Microsoft Office 365 With 1500+ Other Apps

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Microsoft Office 365
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Sync Microsoft Office 365 with project management, communication, and productivity apps to keep your team aligned.