Microsoft Office 365 + Crisp Integration

Integrate Crisp to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Sync customer records, send email follow-ups, create 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.
  • 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
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp 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
  • Crisp
    Create contact in Crisp
  • Crisp
    Search contact in Crisp
  • Crisp
    Update contact in Crisp
  • Crisp
    Add a user event in Crisp
  • Crisp
    Search conversation in Crisp
  • Crisp
    Set contact custom data in Crisp

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Ready Workflows Ready Workflows for Crisp + Microsoft Office 365 Integration

Capture contacts, send email notifications, create calendar events, and update records, all in just one click.

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

Create Microsoft Office 365 contact for new Crisp contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Crisp - Microsoft Office 365 integration, anytime a new Crisp contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Crisp + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Crisp contact

Anytime a new contact is added to your Crisp, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Crisp - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Microsoft Office 365 + Crisp Integration

Create Crisp contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - Crisp integration, anytime a new Microsoft Office 365 contact is created, an Crisp contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Crisp + Microsoft Office 365 flow

Keep your CRM updated, notify your team in chat, and track downstream tasks efficiently. Pick a combination and activate it in one click.

Microsoft Office 365
Crisp
+
SalesforceSalesforce (5)
+
SlackSlack (5)
+
HubSpotHubSpot (5)
+
ZendeskZendesk (5)
+
AsanaAsana (5)
+
MailchimpMailchimp (5)
C
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Create a Salesforce lead when a contact is created in Crisp, and update the contact in Microsoft Office 365.
New Crisp contacts create a lead in Salesforce and update Microsoft Office 365 contacts instantly, keeping all systems aligned.
C
M
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Send an email in Microsoft Office 365 when a contact is updated in Crisp, and update the record in Salesforce.
Crisp contact updates trigger a notification email in Microsoft Office 365 and sync the record in Salesforce automatically.
M
C
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When a calendar event is created in Microsoft Office 365, add a user event in Crisp and create a lead in Salesforce.
Microsoft Office 365 calendar events log user actions in Crisp and create corresponding leads in Salesforce.
M
C
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When an email is received in Microsoft Office 365, create a contact in Crisp and update the lead in Salesforce.
Incoming Microsoft Office 365 emails create contacts in Crisp and update existing leads in Salesforce.
C
C
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Use Claude to analyse incoming Crisp messages, update Microsoft Office 365 contacts, and log notes in Salesforce.
Claude reviews Crisp messages, updates Microsoft Office 365 contacts, and saves analysis notes in Salesforce.

Supported triggers and actions for Microsoft Office 365 and Crisp

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 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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Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
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Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
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Instant
Message is received in Crisp
Triggers the automation when a new message is received
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Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
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Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
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Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
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Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
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Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
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Create contact in Crisp
Adds a new contact to the database
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Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
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Set contact custom data in Crisp
Sets custom data for a contact
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What can you automate with Crisp + Microsoft Office 365?

Streamline your communication and scheduling workflows by connecting Crisp and Microsoft Office 365.

What you can automate?
🔄
Sync contacts between Crisp and Microsoft Office 365
Create a Microsoft Office 365 contact automatically whenever a new contact is created in Crisp, ensuring your customer directory remains up to date.
📝
Capture every submitted custom data field
Map custom conversation data from Crisp into Microsoft Office 365 contact fields so you never miss important client details.
🔔
Alert your team instantly on new messages
Send an email or create a calendar event in Microsoft Office 365 the moment an urgent message arrives in Crisp.
🔀
Route communications based on conversation status
Take different actions in Microsoft Office 365 depending on whether a Crisp conversation session is updated or closed.
🔄
Keep existing contact records updated
Automatically update Microsoft Office 365 contact records whenever contact details change in Crisp without manual intervention.
🔍
Search and prevent duplicate entries
Search existing contacts before creating new entries to keep your Microsoft Office 365 and Crisp databases clean.
📅
Manage calendar events and session updates
Trigger Crisp updates when Microsoft Office 365 calendar events start, end, or get rescheduled by your team.
🔗
Extend workflows to popular business apps
Connect your Crisp and Microsoft Office 365 flow to Slack, HubSpot, or Salesforce to automate multi-department operations.
And much more...

Who is Crisp + Microsoft Office 365 integration for?

Support teams, account managers, and business owners who rely on Crisp and Microsoft Office 365 can eliminate manual data entry and keep records fully synchronized.

Support managers
Support managers
Customer success teams
Customer success teams
Client account leads
Client account leads
High-volume support desks
High-volume support desks
Project coordinators
Project coordinators
Operations directors
Operations directors
📈
Support managers
You review support metrics every week, but your tracking spreadsheets only update when someone manually exports conversations, so your response analytics are always hours behind — with this integration, every new interaction logs instantly and your metrics stay current.
Customer success teams
You need to respond to urgent client inquiries immediately, but you find out about new emails too late when checking multiple inboxes — with this integration, every message triggers instant alerts and contact updates across your workspace.
🤝
Client account leads
You answer to external stakeholders who demand up-to-date progress reports, but your communication logs and calendar records are stored in separate silos — with this integration, meeting updates and contact details sync automatically for every review.
🔄
High-volume support desks
The volume of daily customer messages is too high for your agents to keep up by hand, leading to missed follow-ups and duplicated contact records — with this integration, every ticket and contact flows smoothly between platforms without manual effort.
📋
Project coordinators
You own the next step in client onboarding and depend on support agents to hand over ticket details, but manual handoffs cause frustrating delays — with this integration, every new contact and calendar event triggers immediate task creation.
🗂️
Operations directors
You need a reliable history of customer interactions, but manual data entry leaves frequent gaps in your contact logs and event timelines — with this integration, every session update and message is recorded accurately from end to end.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Crisp

Build and manage your Microsoft Office 365 + Crisp 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 + Crisp 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 Crisp to Microsoft Office 365?
Frequently Asked Questions
You can connect Crisp to Microsoft Office 365 in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, Slack, HubSpot, and 1,500+ other apps.
Can I automatically sync new Crisp contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect Crisp, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Crisp and Microsoft Office 365?
Frequently Asked Questions
How does Crisp handle custom conversation data in this integration?
Frequently Asked Questions
Can Microsoft Office 365 calendar events trigger updates in Crisp?
Frequently Asked Questions
Do I need coding skills to automate Crisp and Microsoft Office 365?
Frequently Asked Questions
Is the Crisp and Microsoft Office 365 integration free?
Frequently Asked Questions
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