Microsoft Office 365 + Kartra Integration

Integrate Kartra to Microsoft Office 365 in one click, or tell Integrately AI how you want each lead handled. Enrich contact details, sync calendar events, alert your team, and trigger follow-ups automatically.

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1.
  • 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 received 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
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
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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
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Kartra + Microsoft Office 365 Integration

Capture leads, sync contacts, schedule calendar events, alert your team, and send follow-ups, all in just one click.

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

Create Microsoft Office 365 event for new Kartra optin form response

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 Kartra - Microsoft Office 365 integration provides a simple solution by automatically creating Microsoft Office 365 events for each new Kartra optin form response submission.

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

Create Kartra lead for new Microsoft Office 365 contact

If you're using Microsoft Office 365 to manage your sales leads, it's important to also use Kartra 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 lead will automatically be created in Kartra.

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

Create Microsoft Office 365 contact for new Kartra optin form response

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

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

Send Microsoft Office 365 message for new Kartra optin form response

When you receive a new Kartra optin form response, 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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Kartra + Microsoft Office 365 Integration

Create Microsoft Office 365 contact from new Kartra order

As an online store owner, you're likely using Kartra 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 Kartra 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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  • 1of2
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Connect more apps to your Kartra + Microsoft Office 365 flow

Sync customer data across your ecommerce, email marketing, and scheduling tools while keeping Microsoft Office 365 and Kartra perfectly aligned. Pick a combination and activate it in one click.

Microsoft Office 365
Kartra
+
ShopifyShopify (4)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
SlackSlack (3)
K
S
M
Create a Shopify customer from every Kartra form submission, and update Microsoft Office 365 contacts
Kartra form leads instantly become Shopify customers and Microsoft Office 365 contacts without manual copying.
K
S
M
When a customer buys a product in Kartra, create a Shopify order and send a Microsoft Office 365 email
New Kartra purchases trigger Shopify orders and notify your team via Microsoft Office 365 emails.
K
S
M
If a Kartra tag is assigned to a lead, create a Shopify customer and a Microsoft Office 365 contact
Tagged Kartra leads get added to Shopify and Microsoft Office 365 automatically.
K
M
S
When an order is refunded in Kartra, update Shopify and notify via Microsoft Office 365
Kartra refunds update your Shopify records and trigger Microsoft Office 365 email alerts.

Supported triggers and actions for Microsoft Office 365 and Kartra

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
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 received in Microsoft Office 365
Triggers the automation when an email is received
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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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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
Try it →
Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it →
Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Kartra + Microsoft Office 365?

Streamline your customer data management, contact syncs, and team notifications with ready-to-run automation recipes.

What you can automate?
📋
Create Microsoft Office 365 contacts from Kartra leads
Every lead that fills out a form in Kartra instantly creates a new contact in Microsoft Office 365. Eliminate manual copying and keep your office directory up to date.
📝
Capture every submitted field and custom detail
Map all available Kartra form answers and custom fields directly into Microsoft Office 365 contact notes and details. Your records become a complete source for review and follow-up.
📧
Send immediate email notifications to your team
Trigger automated emails via Microsoft Office 365 the moment a customer buys a product or registers for a calendar event in Kartra. Keep relevant departments informed instantly.
🔀
Route records based on submitted tags and forms
Apply conditional logic to your workflows so leads with specific tags or purchase histories update different Microsoft Office 365 contact groups or trigger targeted emails.
🔄
Keep Microsoft Office 365 records updated as leads change
Automatically update existing Microsoft Office 365 contacts whenever lead information, tags, or subscription statuses change in Kartra. Prevent stale data and duplicates.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Microsoft Office 365 before creating a new entry, ensuring your database remains clean and free of redundant records.
💳
Handle refunds, cancellations, and status changes
When an order is refunded or a calendar subscription is cancelled in Kartra, update Microsoft Office 365 contact details and notify finance or support teams automatically.
🛒
Extend workflows with connected third-party tools
Combine Kartra and Microsoft Office 365 with apps like Shopify to handle complex ecommerce fulfillment, customer creation, and multi-channel team notifications in one run.
And much more...

Who is Kartra + Microsoft Office 365 integration for?

Teams relying on Kartra for marketing and Microsoft Office 365 for operations eliminate manual data entry and keep client communication flowing without delays.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations leads
Operations leads
Handoff coordinators
Handoff coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns across multiple landing pages but your office records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Microsoft Office 365 instantly and your data stays current.
Sales development reps
You need to reach out to inbound prospects immediately, but waiting for form submissions to be copied into your directory means hours pass before you make contact — automating both apps means every new submission creates a Microsoft Office 365 contact the second it happens so you can call right away.
🤝
Client success managers
You answer to stakeholders who want proof of engagement progress, but tracking form submissions and purchases by hand leads to messy spreadsheets and missing history — this integration means every client action is logged automatically in Microsoft Office 365 for transparent reporting.
📊
Operations leads
The volume of inbound purchases and form entries is too high for your staff to keep up with manually, resulting in dropped leads and outdated records — connecting these apps means every transaction and submission is processed instantly without human intervention.
🔄
Handoff coordinators
You depend on marketing teams to hand over customer details before you can schedule kickoff meetings, but communication delays stall your workflow — automating both apps means contact details move from Kartra to Microsoft Office 365 the moment they appear.
🗂️
Compliance officers
You need a reliable audit history of customer opt-ins and purchases, but manual logging leaves frustrating gaps in your records — integrating these apps means every form submission and list subscription is recorded accurately in Microsoft Office 365.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Kartra

Build and manage your Microsoft Office 365 + Kartra 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 + Kartra 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 Kartra to Microsoft Office 365?
Frequently Asked Questions
You can connect Kartra to Microsoft Office 365 in 1-click using ready-made templates on Integrately. Simply select your trigger and action, or ask Integrately AI to build the automation for you.
Can I automatically create Microsoft Office 365 contacts from Kartra form submissions?
Frequently Asked Questions
Can I connect Kartra, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Microsoft Office 365?
Frequently Asked Questions
How does Kartra handle lead data when syncing with Microsoft Office 365?
Frequently Asked Questions
Can Microsoft Office 365 calendar events trigger Kartra actions?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Microsoft Office 365?
Frequently Asked Questions
Is the Kartra and Microsoft Office 365 integration free?
Frequently Asked Questions
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