Microsoft Office 365 + Nutshell Integration

Integrate Microsoft Office 365 to Nutshell in one click, or tell Integrately AI how you want each contact handled. Sync your customer records, create new leads, update CRM pipelines, and notify your team instantly.

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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
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell 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
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell

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Ready Workflows Ready Workflows for Microsoft Office 365 + Nutshell Integration

Capture contacts, create leads, update CRM records, alert your team, and schedule follow-ups, all in just one click.

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

Create Microsoft Office 365 contact for new Nutshell person

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 Nutshell - Microsoft Office 365 integration, anytime a new Nutshell person 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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Nutshell + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Nutshell person

Anytime a new person is added to your Nutshell, 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 Nutshell - Microsoft Office 365 integration, you can rest assured that your new person 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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Connect more apps to your Microsoft Office 365 + Nutshell flow

Extend your CRM data to communication, document, and marketing tools for complete workflow visibility. Pick a combination and activate it in one click.

Microsoft Office 365
Nutshell
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
M
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Create a Nutshell lead when a Microsoft Office 365 contact is created, and send a confirmation email in Microsoft Outlook
New Microsoft Office 365 contacts immediately generate a Nutshell lead and dispatch a confirmation message through Microsoft Outlook.
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When a Nutshell lead is won, update the contact in Microsoft Office 365 and send a notification email via Microsoft Outlook
Won deals in Nutshell update your Microsoft Office 365 contact records and trigger an email alert in Microsoft Outlook.
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When a calendar event is ended in Microsoft Office 365, search for the person in Nutshell and send a follow-up email in Microsoft Outlook
Ended meetings in Microsoft Office 365 prompt a contact lookup in Nutshell and send a follow-up message via Microsoft Outlook.
N
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Use Claude to draft a client brief when a Nutshell activity is created, update Microsoft Office 365, and email it via Microsoft Outlook
New Nutshell activities generate an AI-drafted brief that updates Microsoft Office 365 and emails stakeholders through Microsoft Outlook.

Supported triggers and actions for Microsoft Office 365 and Nutshell

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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Nutshell
Nutshell Triggers & Actions
Instant
Person is created in Nutshell
Triggers the automation when a new person is created
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Instant
Activity is created in Nutshell
Triggers the automation when a new activity is created
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Instant
Lead is created in Nutshell
Triggers the automation when a new lead is created
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Instant
Lead is won in Nutshell
Triggers the automation when a lead is marked as won
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Instant
Company is created in Nutshell
Triggers the automation when a new company is created
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Create person in Nutshell
Generates a new person
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Search person in Nutshell
Retrieves information about a person
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Create lead in Nutshell
Generates new leads for potential customers
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Update lead in Nutshell
Updates the lead information
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Search lead in Nutshell
Retrieves information for a particular lead
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Create company in Nutshell
Generates a new company profile with given details
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Search account in Nutshell
Searches for account information
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Get contact by ID in Nutshell
Retrieves a contact's information based on their id
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What can you automate with Microsoft Office 365 + Nutshell?

Streamline your contact management, lead creation, and CRM updates with automated workflows designed for modern sales teams.

What you can automate?
🔄
Sync Microsoft Office 365 contacts to Nutshell leads automatically
Turn every new contact created in Microsoft Office 365 into an active lead in Nutshell without manual data entry. Keep your sales pipeline populated the moment a new connection is added.
📋
Capture every submitted field and contact attribute
Map all available contact details and email metadata from Microsoft Office 365 into separate Nutshell lead fields instead of just basic names. Your CRM records become a more comprehensive resource for sales outreach.
🔔
Notify your team as soon as leads arrive
Trigger instant team alerts in Slack or Microsoft Outlook whenever a new lead is created in Nutshell from your Microsoft Office 365 activity. Ensure representatives can engage prospective clients immediately.
🔀
Route records based on submitted contact fields
Evaluate incoming Microsoft Office 365 contact attributes to assign priority tags or route high-value accounts to specific sales representatives in Nutshell automatically.
🔄
Keep your CRM updated as contact details change
Automatically update existing Nutshell records whenever a contact or calendar event is modified in Microsoft Office 365. Prevent outdated information from lingering in your sales pipeline.
🔍
Search and update instead of creating duplicate records
Verify existing contact profiles in Nutshell before creating new entries, updating existing records when matching emails are found in Microsoft Office 365.
🏆
Manage later status changes like won leads
Trigger downstream updates across your tools whenever a lead is won in Nutshell, keeping your Microsoft Office 365 directory aligned with active customer statuses.
🔗
Extend your workflow to messaging and marketing apps
Connect your core Microsoft Office 365 and Nutshell automation to Slack, Mailchimp, or Google Drive to notify teams, add subscribers, and archive documents in a single multi-step flow.
And much more...

Who is Microsoft Office 365 + Nutshell integration for?

Sales teams, account managers, and business leaders managing communications in Microsoft Office 365 and pipelines in Nutshell use this integration to eliminate manual entry and keep customer data synchronized.

Sales executives
Sales executives
Account managers
Account managers
Client success teams
Client success teams
Operations directors
Operations directors
Business development reps
Business development reps
Project coordinators
Project coordinators
📈
Sales executives
You're reviewing pipeline reports but your CRM records only update when someone manually logs emails, so the conversion metrics you're reporting against are always a few hours behind — with this integration, every contact lands in the CRM instantly and your data stays current.
Account managers
You need to act fast when prospective clients reply to emails, but you find out too late because contact details sit in your inbox — automating both apps means every incoming message triggers instant lead creation so you can follow up without delay.
🤝
Client success teams
You answer to external stakeholders who want to see prompt onboarding progress, but manual tracking leaves gaps in your pipeline history — connecting these apps means your CRM records reflect active client milestones automatically.
📊
Operations directors
The volume of inbound client emails is too high for anyone to keep up by hand, leading to missed opportunities and stale contact lists — integrating these apps means every submission populates your pipeline without manual data entry.
🎯
Business development reps
You own the outreach stage and depend on upstream calendar events to hand over prospect details, but scheduling notes get lost between apps — this integration means meeting notes and contact info flow straight into your CRM.
🗂️
Project coordinators
You need a reliable history of client interactions and keep finding missing entries in your activity logs, making client reviews difficult — automating both apps means every interaction creates a permanent record in your system.
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Why choose Integrately to automate Microsoft Office 365 + Nutshell

Build and manage your Microsoft Office 365 + Nutshell 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 + Nutshell 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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Frequently Asked Questions

How do I connect Microsoft Office 365 to Nutshell?
Frequently Asked Questions
You can connect Microsoft Office 365 to Nutshell in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack and Google Drive.
Can I automatically create Nutshell leads from Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, Nutshell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Nutshell?
Frequently Asked Questions
How are email and contact events handled in Microsoft Office 365?
Frequently Asked Questions
How does Nutshell handle lead and person creation during sync?
Frequently Asked Questions
Can I automate Microsoft Office 365 and Nutshell without writing code?
Frequently Asked Questions
Is the Microsoft Office 365 and Nutshell integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Nutshell With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
Connect Microsoft Office 365 to communication, document, and scheduling tools to manage and follow up on your client interactions.
Nutshell
Popular Nutshell Integrations
Sync Nutshell with accounting, project management, and reporting platforms to keep pipeline data working across your stack.
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Nutshell Integrations arrow right
No popular apps found