Microsoft Office 365 + EspoCRM Integration

Integrate EspoCRM to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Create a Microsoft Office 365 contact from every new EspoCRM contact, update your records, send email notifications, and keep your schedules aligned automatically.

Free foreverFree forever.
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
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM 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
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for EspoCRM + Microsoft Office 365 Integration

Create contacts, sync calendar events, send emails, and keep your records updated, all in just one click.

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

Create Microsoft Office 365 event for new EspoCRM task

EspoCRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this EspoCRM - Microsoft Office 365 integration to automatically populate your Microsoft Office 365.

When a task is created in EspoCRM, an event will automatically be created in your Microsoft Office 365. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your EspoCRM and Microsoft Office 365 accounts in a matter of minutes.
See more
Microsoft Office 365 + EspoCRM Integration

Create EspoCRM task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your EspoCRM. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - EspoCRM integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your EspoCRM. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
See more
EspoCRM + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new EspoCRM 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 EspoCRM - Microsoft Office 365 integration, anytime a new EspoCRM 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.
See more
EspoCRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, 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 EspoCRM - 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!
See more
EspoCRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new EspoCRM task

With this EspoCRM - Microsoft Office 365 integration, whenever a new task is created in EspoCRM, message will be sent via Microsoft Office 365. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
Microsoft Office 365 + EspoCRM Integration

Create EspoCRM 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 - EspoCRM integration, anytime a new Microsoft Office 365 contact is created, an EspoCRM 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.
See more
Microsoft Office 365 + EspoCRM Integration

Create EspoCRM task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in EspoCRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + Microsoft Office 365 flow

Sync your CRM data with team chats, meetings, scheduling tools, and marketing platforms to keep operations running smoothly. Pick a combination and activate it in one click.

Microsoft Office 365
EspoCRM
+
SlackSlack (5)
+
ZoomZoom (5)
+
CalendlyCalendly (5)
+
MailchimpMailchimp (5)
+
StripeStripe (5)
+
Google DriveGoogle Drive (5)
E
M
S
Add new EspoCRM contacts to Microsoft Office 365 and notify your team on Slack
New EspoCRM contacts appear in Microsoft Office 365 instantly while Slack alerts your team, eliminating manual data entry.
E
M
S
Create a Microsoft Office 365 event for EspoCRM meetings and alert your team in Slack
Schedule Microsoft Office 365 calendar events from EspoCRM meetings and announce them in Slack.
E
M
S
Send Microsoft Office 365 emails for new EspoCRM tasks and notify Slack
Trigger Microsoft Office 365 emails and Slack notifications whenever an EspoCRM task is created.
E
M
S
Update Microsoft Office 365 contacts from EspoCRM and post updates in Slack
Keep Microsoft Office 365 contacts updated when EspoCRM contacts change, and alert Slack.
E
M
S
Use Claude to summarize EspoCRM leads, update Microsoft Office 365, and post in Slack
Summarize new EspoCRM leads with Claude, update Microsoft Office 365 contacts, and notify Slack.

Supported triggers and actions for Microsoft Office 365 and EspoCRM

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
Try it →
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it →
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it →
Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it →
Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it →
Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it →
Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it →
Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
Try it →
Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
Try it →
Send email in Microsoft Office 365
Sends an email to a recipient
Try it →
Create draft email in Microsoft Office 365
Adds a new contact to the contact list
Try it →
Create event in Microsoft Office 365
Adds a new contact to the contact list
Try it →
Create contact in Microsoft Office 365
Adds a new contact to the database
Try it →
Update contact in Microsoft Office 365
Updates contact information with new details
Try it →
Search contact in Microsoft Office 365
Finds and retrieves contact information
Try it →
EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it →
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it →
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it →
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it →
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it →
Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it →
Search lead by name in EspoCRM
Try it →
Create contact in EspoCRM
Adds a new contact to the database
Try it →
Search contact in EspoCRM
Finds and retrieves contact information
Try it →
Update contact in EspoCRM
Updates contact information with new details
Try it →
Delete contact in EspoCRM
Removes a contact from the address book
Try it →
Create lead in EspoCRM
Generates new leads for potential customers
Try it →
Search lead email in EspoCRM
Searches for a lead's email
Try it →
Update lead in EspoCRM
Updates the lead information
Try it →
Delete lead in EspoCRM
Removes a lead from the database
Try it →
Create task in EspoCRM
Creates a new task
Try it →
Create account in EspoCRM
Generates a new account
Try it →
Create case in EspoCRM
Generates a new case entry
Try it →
Create meeting in EspoCRM
Schedule a meeting
Try it →
Search account in EspoCRM
Searches for account information
Try it →
Update account in EspoCRM
Updates account information
Try it →
Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it →
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
Try it →
Create opportunity in EspoCRM
Creates a new instance of the support system
Try it →
Search opportunity in EspoCRM
Searches for a opportunity
Try it →
Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
Try it →
Update meeting in EspoCRM
Updates meeting details
Try it →
Search case in EspoCRM
Searches for a case record
Try it →
Update case in EspoCRM
Updates case details
Try it →
Delete account in EspoCRM
Removes an account and all associated data from the system
Try it →
Delete case in EspoCRM
Removes the particular case from the system
Try it →
Create call in EspoCRM
Initiates a call to the recipient
Try it →
Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with EspoCRM + Microsoft Office 365?

Streamline your CRM management and office communications with reliable, automated workflows.

What you can automate?
🔄
Sync EspoCRM contacts to Microsoft Office 365 instantly
Automatically create a contact in Microsoft Office 365 whenever a new contact is added in EspoCRM. Eliminate manual copying and keep your address books perfectly synchronized.
📋
Capture every submitted contact field
Map all available EspoCRM contact attributes into separate Microsoft Office 365 fields instead of just basic names. Your office directory becomes a comprehensive reference for your team.
🔔
Notify the right person immediately
Trigger instant Microsoft Office 365 email alerts whenever a new task or meeting is created in EspoCRM. Ensure team members never miss an important customer update.
🔀
Route workflows based on submitted fields
Apply conditional logic to route high-priority opportunities differently than standard leads. Ensure urgent customer requests receive immediate attention in Microsoft Office 365.
✏️
Keep destination records updated
Automatically update Microsoft Office 365 contacts and calendar events whenever EspoCRM records change. Maintain consistent data across your entire software ecosystem.
👥
Prevent duplicate records automatically
Search existing Microsoft Office 365 directories before creating new contacts from EspoCRM data. Keep your databases clean and organized without manual deduplication.
📅
Handle calendar and meeting status changes
Update Microsoft Office 365 calendar events automatically when EspoCRM meetings are rescheduled or completed. Keep everyone's schedule aligned without manual follow-up.
🔌
Extend your workflow with Slack
Connect EspoCRM and Microsoft Office 365 to Slack to announce new contacts and meeting updates in your team channels. Build powerful multi-app automations effortlessly.
And much more...

Who is EspoCRM + Microsoft Office 365 integration for?

Operations teams, sales representatives, and account managers use this integration to eliminate manual data entry, synchronize schedules, and keep customer communications aligned across platforms.

Data Analysts and Reporting Teams
Data Analysts and Reporting Teams
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Project Coordinators
Project Coordinators
CRM Administrators
CRM Administrators
📈
Data Analysts and Reporting Teams
You're compiling customer metrics from EspoCRM but your schedule sheets only update when someone manually exports records, so the dashboard numbers you're reviewing are always a few hours behind — with this integration, every new contact lands in your tools instantly and your data stays current.
Sales Representatives
You manage prospects in EspoCRM but need calendar events synced in Microsoft Office 365, so you waste time switching between tabs to book follow-ups — automating both apps means every new task creates a calendar entry instantly and your schedule stays fully up to date.
🤝
Account Managers
You coordinate client deliverables in EspoCRM while clients check updates in Microsoft Office 365 emails, so stakeholders miss critical status changes — connecting these apps means every updated record triggers instant notifications and client communication runs smoothly.
📊
Customer Support Leads
You handle high volumes of support tickets in EspoCRM but struggle to keep Microsoft Office 365 contact directories updated by hand, so customer histories have frustrating gaps — automating both apps means every new contact logs automatically and support teams maintain complete records.
📋
Project Coordinators
You depend on sales reps to hand over closed deals from EspoCRM into Microsoft Office 365 schedules, so project kickoff meetings get delayed when handoffs slip through the cracks — this integration means every new opportunity creates calendar events instantly and projects start on time.
🔒
CRM Administrators
You audit customer data across EspoCRM and Microsoft Office 365, but manual entry errors leave mismatched contact details and incomplete audit trails — connecting these apps means records synchronize reliably and your database remains accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Office 365 + EspoCRM

Build and manage your Microsoft Office 365 + EspoCRM 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 + EspoCRM 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect EspoCRM to Microsoft Office 365?
Frequently Asked Questions
You can connect EspoCRM to Microsoft Office 365 in just 1 click using ready-made workflows on Integrately. Select a template, connect your accounts, and start syncing contacts or calendar events instantly.
Can I automatically sync EspoCRM contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect EspoCRM, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Microsoft Office 365?
Frequently Asked Questions
How does EspoCRM handle contact creation triggers here?
Frequently Asked Questions
How does Microsoft Office 365 manage calendar events with EspoCRM?
Frequently Asked Questions
Do I need coding skills to connect EspoCRM and Microsoft Office 365?
Frequently Asked Questions
Is the EspoCRM and Microsoft Office 365 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect EspoCRM or Microsoft Office 365 With 1500+ Other Apps

EspoCRM
Popular EspoCRM Integrations
Connect EspoCRM to CRMs, marketing platforms, and support tools to manage customer relationships and follow up efficiently.
See All
EspoCRM Integrations arrow right
No popular apps found
Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with productivity suites, communication channels, and project management apps to keep team workflows connected.