Microsoft Office 365 + Drift Integration

Integrate Drift to Microsoft Office 365 in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create new entries, send confirmation emails, and alert 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
  • Drift
    Email is identified in Drift Instant
  • Drift
    User reached goal in Drift Instant
  • Drift
    New Conversation is started in Drift Instant
  • Drift
    Conversation is pushed in Drift Instant
  • Drift
    Message is created in Drift 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
  • Drift
    Create Contact in Drift
  • Drift
    Update Contact in Drift
  • Drift
    Update contact via non-Drift Id in Drift
  • Drift
    Search contact by email in Drift
  • Drift
    Create Timeline Event in Drift
  • Drift
    Create Conversation in Drift

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Ready Workflows Ready Workflows for Drift + Microsoft Office 365 Integration

Capture leads, create contacts, send emails, schedule follow-ups, and update your calendar, all in just one click.

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Connect more apps to your Drift + Microsoft Office 365 flow

Sync your customer conversations and office contacts with CRMs, scheduling tools, and team chat platforms to streamline follow-ups. Pick a combination and activate it in one click.

Microsoft Office 365
Drift
+
SalesforceSalesforce (4)
+
CalendlyCalendly (4)
+
HubspotHubspot (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google DriveGoogle Drive (4)
D
S
M
Create a Salesforce contact whenever a new conversation is started in Drift, and send a notification email via Microsoft Office 365
New Drift conversations immediately generate Salesforce contacts and Microsoft Office 365 notification emails, removing manual entry steps.
M
D
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When an email is received in Microsoft Office 365, create a conversation in Drift and update the contact in Salesforce
Incoming Microsoft Office 365 emails trigger a new Drift conversation and update Salesforce contact records automatically.
M
D
S
Create a Salesforce task when a calendar event is created in Microsoft Office 365, and search for the contact in Drift
Microsoft Office 365 calendar events generate Salesforce tasks while verifying contact information in Drift.
D
S
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Use Claude to evaluate new Drift conversations, create a Salesforce lead, and draft a confirmation email in Microsoft Office 365
Claude reviews incoming Drift conversations before creating a Salesforce lead and drafting a Microsoft Office 365 email.

Supported triggers and actions for Microsoft Office 365 and Drift

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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Drift
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
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Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
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Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
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Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
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Instant
Message is created in Drift
Triggers the automation when a new message is created
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Create Contact in Drift
Adds a new contact to the database
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Update Contact in Drift
Updates contact information with new details
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Update contact via non-Drift Id in Drift
Updates a contact's information using a non-drift id
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Search contact by email in Drift
Finds and retrieves contact information using their email address
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Create Timeline Event in Drift
Creates a new timeline event
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Create Conversation in Drift
Start a new conversation with speicified recipients
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What can you automate with Drift + Microsoft Office 365?

Streamline your customer communications, meeting scheduling, and contact management by connecting your chat conversations directly to your office tools.

What you can automate?
💬
Create Microsoft Office 365 contacts from new Drift conversations
Capture prospect details the moment a chat starts in Drift and generate a corresponding contact in Microsoft Office 365 automatically without manual data entry.
📋
Capture every submitted field from customer chats
Map all available contact information and conversation answers into your Microsoft Office 365 directory instead of just names and email addresses.
🔔
Notify your team as soon as conversations begin
Send instant email notifications or calendar invites through Microsoft Office 365 whenever a new prospect starts chatting in Drift.
🔀
Route records based on submitted criteria
Take different actions in Microsoft Office 365 depending on specific customer requirements or tier selections submitted during Drift chat sessions.
🔄
Keep office records updated as chats evolve
Update existing Microsoft Office 365 contacts automatically whenever conversation details or customer status changes in Drift.
🔍
Search and update without creating duplicates
Check for existing records in Microsoft Office 365 before creating new entries to keep your contact database clean and deduplicated.
📅
Handle calendar events and meeting status changes
Trigger automated updates in Microsoft Office 365 when calendar events end, start, or undergo schedule modifications.
🔌
Extend workflows to popular third-party apps
Connect your Drift and Microsoft Office 365 automation with tools like Salesforce to sync CRM data and streamline follow-up operations.
And much more...

Who is Drift + Microsoft Office 365 integration for?

Sales and support teams handling customer conversations and calendar management benefit by eliminating manual data entry and keeping client records automatically synchronized.

Sales managers
Sales managers
Support leads
Support leads
Account managers
Account managers
Customer success teams
Customer success teams
Sales reps
Sales reps
Operations leads
Operations leads
📈
Sales managers
You're reviewing customer interaction metrics across channels but your contact lists only update when someone manually exports leads, so the conversion counts you're reporting on are always a few hours behind — with this integration, every new contact lands in your office directory instantly and your pipeline data stays current.
Support leads
You manage inbound customer questions through live chat but your team finds out about urgent inquiries too late, so response times slip below target benchmarks — with this integration, every customer interaction triggers instant office notifications and support tickets get addressed without delay.
🤝
Account managers
You coordinate client meetings and follow-up schedules manually while clients expect immediate updates on project progress, so keeping external stakeholders informed becomes a constant administrative burden — with this integration, calendar schedules and client records update automatically across all your tools.
💬
Customer success teams
You handle high volumes of chat inquiries daily and struggle to keep contact profiles up to date across office applications, so critical client history gets lost between systems — with this integration, every customer conversation logs complete contact details and timeline events automatically.
🎯
Sales reps
You rely on upstream lead handoffs from chat agents to book discovery calls, but manual data copying between platforms causes missed follow-ups and lost deals — with this integration, new chat prospects generate office contacts and calendar events instantly so you can engage buyers right away.
📊
Operations leads
You audit customer engagement history and keep finding gaps where chat logs failed to sync with office records, so your operational reporting remains incomplete — with this integration, every customer touchpoint creates a reliable and permanent history across your entire software stack.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Drift

Build and manage your Microsoft Office 365 + Drift 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 + Drift 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 Drift to Microsoft Office 365?
Frequently Asked Questions
You can connect Drift to Microsoft Office 365 instantly using Integrately. Set up 1-click workflows or ask Integrately AI to build your automation while connecting with tools like Salesforce, Slack, and Google Drive.
Can I automatically create Microsoft Office 365 contacts from new Drift conversations?
Frequently Asked Questions
Can I connect Drift, Microsoft Office 365, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Drift and Microsoft Office 365?
Frequently Asked Questions
How does Drift handle contact data during automation?
Frequently Asked Questions
Can Microsoft Office 365 trigger automated actions in Drift?
Frequently Asked Questions
Do I need coding skills to automate Drift and Microsoft Office 365?
Frequently Asked Questions
Is the Drift and Microsoft Office 365 integration free?
Frequently Asked Questions
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