Microsoft Office 365 + ConvertKit Integration

Integrate ConvertKit to Microsoft Office 365 in one click, or tell Integrately AI how you want each subscriber handled. Add contacts to Office 365, send welcome emails, update calendars, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended 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
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
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
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit

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Ready Workflows Ready Workflows for ConvertKit + Microsoft Office 365 Integration

Capture subscriber details, sync contacts, update calendar events, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
ConvertKit + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new ConvertKit subscriber

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 ConvertKit subscriber 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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ConvertKit + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new ConvertKit subscriber

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 ConvertKit subscriber, 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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ConvertKit + Microsoft Office 365 Integration

Create Microsoft Office 365 contact from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit 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 ConvertKit with Microsoft Office 365? This integration will allow you to automatically create a contact for each new purchase 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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Connect more apps to your ConvertKit + Microsoft Office 365 flow

Capture subscriber details, sync contacts to team spaces, log billing events, and trigger follow-up meetings across your entire stack. Pick a combination and activate it in one click.

Microsoft Office 365
ConvertKit
+
TypeformTypeform (4)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
SlackSlack (3)
T
C
M
When a new Typeform response is submitted, add the subscriber to ConvertKit and create a contact in Microsoft Office 365.
Typeform submissions immediately update your ConvertKit list and create a Microsoft Office 365 contact without manual data entry.
C
M
T
When a subscriber is confirmed in ConvertKit, create a contact in Microsoft Office 365 and update the submission status in Typeform.
Confirmed ConvertKit subscribers create Microsoft Office 365 contacts and update Typeform records automatically.
M
C
T
When a Microsoft Office 365 contact is updated, update the subscriber tag in ConvertKit and log the change in Typeform.
Office 365 contact updates immediately adjust ConvertKit tags and Typeform records.
T
C
C
M
Use Claude to evaluate Typeform feedback, update ConvertKit tags, and create a follow-up contact in Microsoft Office 365.
Claude analyses Typeform responses to apply ConvertKit tags and create Office 365 contacts.

Supported triggers and actions for Microsoft Office 365 and ConvertKit

Mix and match to build the exact automation you need

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 about to start in Microsoft Office 365
Triggers the automation when event is about to start
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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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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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ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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What can you automate with ConvertKit + Microsoft Office 365?

Streamline your subscriber management and office directory updates with ready-to-run automation workflows.

What you can automate?
🔄
Sync new subscribers to your office contacts
Automatically create a Microsoft Office 365 contact the moment a subscriber is confirmed in ConvertKit. Eliminate manual copying and keep your team directory fully up to date.
📋
Capture every submitted custom field
Map all available ConvertKit subscriber attributes directly into Microsoft Office 365 contact fields instead of just a basic name and email address.
🔔
Alert your team instantly on new signups
Notify your sales or support team the moment a high-value subscriber confirms their email or completes a form in ConvertKit.
🔀
Route subscribers based on submitted tags
Trigger different contact creation workflows in Microsoft Office 365 depending on the specific tags or sequences applied to a subscriber in ConvertKit.
📝
Keep contact records updated as data changes
Automatically update existing Microsoft Office 365 contact details whenever subscriber preferences or email addresses change in ConvertKit.
👥
Prevent duplicate records across systems
Search existing directory entries before creating new contacts to ensure your Microsoft Office 365 workspace remains clean and free of duplicates.
📅
Handle later subscription status changes
Automatically update contact notes or calendar events in Microsoft Office 365 when a subscriber unsubscribes or completes a purchase in ConvertKit.
💬
Extend your workflow with team chat tools
Connect Slack to your ConvertKit and Microsoft Office 365 flow to announce new contacts and keep your department informed in real time.
And much more...

Who is ConvertKit + Microsoft Office 365 integration for?

Connecting ConvertKit and Microsoft Office 365 helps marketing teams, sales reps, and creators sync subscriber data, manage client contacts, and streamline follow-ups without manual copy-pasting.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Account managers
Account managers
High-volume creators
High-volume creators
Operations coordinators
Operations coordinators
Data analysts
Data analysts
📈
Marketing directors
You're reviewing campaign metrics across multiple dashboards but your contact directory only updates when someone manually exports lists, so the subscriber counts you're reporting against are always a few hours behind — with this integration, every new subscriber lands in your office directory instantly and your data stays current.
Sales representatives
You need to reach out to high-intent leads immediately after they subscribe, but notification delays leave you finding out about prospects long after they convert — this integration means every confirmed subscriber triggers an instant office contact creation so you can initiate follow-ups without delay.
🤝
Account managers
You answer to clients who expect up-to-date tracking of every new lead and subscription milestone, but manual spreadsheet updates lead to frustrating reporting gaps — automating both apps means every subscriber record is reflected instantly and client reports are always accurate.
🚀
High-volume creators
The volume of daily form submissions and email opt-ins is too high for anyone to keep up with by hand, causing missed contacts and disorganized lists — with this integration, high-volume subscriber data flows directly into your office directory without manual effort.
💼
Operations coordinators
You own the onboarding follow-up process and depend on marketing teams to hand over new leads, but manual handoffs cause bottlenecks and lost details — connecting these apps means every new subscriber is handed off automatically to your office workspace.
🗂️
Data analysts
You need a reliable historical record of subscriber growth and contact updates, but manual data entry keeps leaving missing rows and inconsistent fields — this integration means your contact history is logged reliably with zero gaps.
Our team

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Why choose Integrately to automate Microsoft Office 365 + ConvertKit

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + ConvertKit 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ConvertKit to Microsoft Office 365?
Frequently Asked Questions
You can connect ConvertKit to Microsoft Office 365 in 1 click using ready automation templates or Integrately AI. It links your email platform with office contacts alongside tools like Slack, Stripe, and Calendly.
Can I automatically create Microsoft Office 365 contacts from new ConvertKit subscribers?
Frequently Asked Questions
Can I connect ConvertKit, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Microsoft Office 365?
Frequently Asked Questions
How do ConvertKit tags trigger updates in Microsoft Office 365?
Frequently Asked Questions
How do Microsoft Office 365 calendar events interact with ConvertKit?
Frequently Asked Questions
Can I automate ConvertKit and Microsoft Office 365 without coding?
Frequently Asked Questions
Is the ConvertKit and Microsoft Office 365 integration free?
Frequently Asked Questions
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