Integrate Microsoft Office 365 to Nimble in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update your CRM, and trigger follow-ups automatically.
In Microsoft Office 365, when you create a contact, it automatically creates a task in Nimble 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.
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 Nimble. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Nimble integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Nimble. 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.
Anytime a new contact is added to your Nimble, 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 Nimble - 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!
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 Nimble - Microsoft Office 365 integration, anytime a new Nimble 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.
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 - Nimble integration, anytime a new Microsoft Office 365 contact is created, an Nimble 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 Microsoft Office 365 + Nimble flow
Sync contact data with communication tools, schedule meetings, launch marketing campaigns, and manage customer records across your stack. Pick a combination and activate it in one click.
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Slack (8)
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Calendly (4)
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Mailchimp (4)
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HubSpot (4)
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Zoom (4)
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Google Drive (4)
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Add every new Microsoft Office 365 contact to Nimble, and notify your sales channel in Slack
New Microsoft Office 365 contacts appear in Nimble instantly while your sales channel gets notified in Slack, removing manual copy steps.
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When an email is received in Microsoft Office 365, create a task in Nimble, and alert your support team in Slack
Important emails trigger a new Nimble task and alert your team in Slack, keeping everyone aligned on customer communications.
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When a contact is updated in Microsoft Office 365, update the matching contact in Nimble, and post the update in Slack
Contact changes in Microsoft Office 365 automatically update Nimble and announce the change in Slack for complete visibility.
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Create a task in Nimble for every Microsoft Office 365 calendar event, and confirm it in Slack
Schedule events in Microsoft Office 365 to automatically create Nimble tasks and post confirmations in Slack.
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If a Microsoft Office 365 email is received from a VIP domain, create a contact in Nimble and alert the sales channel in Slack
VIP emails automatically create Nimble contacts and alert your sales team in Slack for priority outreach.
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When a calendar event ends in Microsoft Office 365, update the contact in Nimble and post a summary in Slack
Completed meetings update your Nimble contact records and notify your team in Slack.
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Use Claude to summarise every Microsoft Office 365 email, create a contact in Nimble, and post the brief in Slack
AI summarises incoming Microsoft Office 365 emails, creates a Nimble contact, and posts the brief in Slack.
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Turn every Microsoft Office 365 calendar event into a Nimble task, create a follow-up in HubSpot, and announce it in Slack
Calendar events create tasks in Nimble and HubSpot while announcing the schedule in Slack.
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Create a Nimble contact for every Calendly booking, and schedule a calendar event in Microsoft Office 365
Calendly bookings automatically create Nimble contacts and Microsoft Office 365 calendar events.
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When a Microsoft Office 365 contact is created, create a Nimble contact, and send a Calendly link in an email
New Microsoft Office 365 contacts generate Nimble records and receive scheduling links via email.
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When a Microsoft Office 365 email is received, create a Nimble contact, and update the calendar event
Incoming Microsoft Office 365 emails update Nimble contacts and sync calendar schedules.
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When a Nimble contact is created, create a calendar event in Microsoft Office 365, and set a follow-up task
New Nimble contacts trigger Microsoft Office 365 calendar events and follow-up tasks.
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Add every new Microsoft Office 365 contact to Nimble, and send a welcome email
New Microsoft Office 365 contacts populate Nimble and trigger automated welcome emails.
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When a Microsoft Office 365 email is received, update the contact in Nimble and create a draft email
Incoming Microsoft Office 365 emails update Nimble contacts and generate draft replies.
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When a Nimble contact is created, create a contact in Microsoft Office 365 and send a campaign email
New Nimble contacts populate Microsoft Office 365 and trigger campaign emails.
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When a calendar event is created in Microsoft Office 365, update Nimble and send a confirmation email
Calendar events update Nimble records and trigger confirmation emails in Microsoft Office 365.
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Create a Nimble contact for every Microsoft Office 365 contact, and log a task in HubSpot
Microsoft Office 365 contacts create Nimble records and generate tracking tasks in HubSpot.
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When a Microsoft Office 365 calendar event starts, update Nimble and create a HubSpot task
Starting calendar events update Nimble contacts and create tracking tasks in HubSpot.
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When a Nimble contact is created, update Microsoft Office 365 and create a HubSpot task
New Nimble contacts update Microsoft Office 365 records and generate HubSpot tasks.
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When a Microsoft Office 365 email is received, update Nimble and search HubSpot records
Incoming emails update Nimble contacts and search HubSpot for existing history.
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Create a Nimble contact for every Microsoft Office 365 calendar event, and send a meeting email
Calendar events create Nimble contacts and trigger confirmation emails via Microsoft Office 365.
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When a Microsoft Office 365 email is received, create a Nimble contact and schedule a meeting event
Incoming emails create Nimble contacts and schedule Microsoft Office 365 calendar events.
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When a Nimble contact is created, create a Microsoft Office 365 event and send a welcome email
New Nimble contacts trigger Microsoft Office 365 calendar events and welcome emails.
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When a Microsoft Office 365 calendar event is updated, update Nimble and send a notification email
Updated calendar events modify Nimble records and trigger notification emails.
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Retrieve Microsoft Office 365 email attachments, create a Nimble contact, and save them in Google Drive
Email attachments create Nimble contacts and get safely archived in Google Drive.
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When a Microsoft Office 365 contact is created, update Nimble and send a confirmation email
New Microsoft Office 365 contacts update Nimble and trigger confirmation emails.
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When a Nimble contact is created, create a Microsoft Office 365 contact and send an email
New Nimble contacts populate Microsoft Office 365 and trigger introductory emails.
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When a Microsoft Office 365 calendar event is created, update Nimble and retrieve event attachments
Calendar events update Nimble and retrieve associated meeting attachments.
Supported triggers and actions for Microsoft Office 365 and Nimble
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Sync contacts between Microsoft Office 365 and Nimble
Automatically create a contact in Nimble whenever a new contact is created in Microsoft Office 365. Eliminate duplicate data entry across your business tools.
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Capture every submitted contact detail
Map available Microsoft Office 365 email and contact fields directly into Nimble fields. Your CRM captures complete information without manual copy-pasting.
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Notify your team the moment it happens
Trigger instant team alerts in Slack or via email whenever a new Microsoft Office 365 email or calendar event is created, ensuring rapid follow-up.
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Route records based on submitted fields
Perform different actions depending on email content or contact details. Send VIP prospects to priority queues and standard enquiries to regular workflows.
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Keep your CRM up to date as contacts change
Automatically update Nimble contact records whenever contact details or calendar events are modified in Microsoft Office 365.
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Search and update instead of creating duplicates
Check if a contact already exists in Nimble before creating a new record, ensuring clean data management across your entire database.
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Handle calendar events and meeting updates
Automatically create tasks, update CRM records, or send follow-up emails when Microsoft Office 365 calendar events start, update, or end.
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Extend your workflow to Slack
Connect Microsoft Office 365 and Nimble to Slack to announce new contacts, share meeting summaries, and keep your entire team informed instantly.
And much more...
Who is Microsoft Office 365 + Nimble integration for?
Connecting Microsoft Office 365 and Nimble helps sales teams, project managers, and executives eliminate manual data entry and keep their customer records perfectly synchronised.
Performance analysts
Sales representatives
Account managers
Operations leads
Support agents
Business owners
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Performance analysts
You're reviewing contact metrics across platforms but your CRM records only update when someone manually exports data, so the reports you're presenting are always a few hours behind — this integration means every new contact lands in your CRM instantly and your data stays current.
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Sales representatives
You need to follow up with inbound leads immediately, but you find out about new emails and contacts too late because notifications get buried in your inbox — with this integration, every interaction triggers instant team alerts and automated CRM records.
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Account managers
You answer to clients who want to see prompt follow-up on every meeting and enquiry, but manual scheduling leaves gaps in your communication history — this integration means meeting notes and contact updates reflect in real-time.
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Operations leads
The volume of daily emails and calendar bookings is too high for anyone to keep up by hand, leading to missed records and frustrated team members — automating both apps means every contact and task is logged without human intervention.
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Support agents
You own the next step in customer onboarding and depend on your team to hand over contact details upstream, but manual handoffs always cause delays — connecting these apps means client records sync the moment an email arrives.
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Business owners
You need a reliable customer history for audits and performance reviews, but you keep finding missing entries in your contact database — this integration means every email, calendar event, and contact is logged accurately.
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Why choose Integrately to automate Microsoft Office 365 + Nimble
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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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.