Microsoft Office 365 + OneHash CRM Integration

Integrate Microsoft Office 365 to OneHash CRM in one click, or tell Integrately AI how you want each contact handled. Sync contacts and leads, create records, update your CRM, and trigger follow-ups 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
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
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
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM

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Ready Workflows Ready Workflows for Microsoft Office 365 + OneHash CRM Integration

Capture contacts, organise leads, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
OneHash CRM + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new OneHash CRM 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 OneHash CRM - Microsoft Office 365 integration, anytime a new OneHash CRM 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.
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OneHash CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new OneHash CRM contact

Anytime a new contact is added to your OneHash CRM, 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 OneHash CRM - 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!
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Microsoft Office 365 + OneHash CRM Integration

Create OneHash CRM 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 - OneHash CRM integration, anytime a new Microsoft Office 365 contact is created, an OneHash CRM 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 + OneHash CRM flow

Push newly created CRM records to communication and marketing tools, log financials, and save files to your drive. Pick a combination and activate it in one click.

Microsoft Office 365
OneHash CRM
+
Microsoft TeamsMicrosoft Teams (6)
+
SlackSlack (6)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
M
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Add every new Microsoft Office 365 contact to OneHash CRM as a lead, and notify your sales channel in Microsoft Teams
New Microsoft Office 365 contacts appear in OneHash CRM instantly and your sales channel hears about it in Microsoft Teams, so nobody re-types a contact or finds out about a lead late.
M
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When a Microsoft Office 365 email is received, create a lead in OneHash CRM and alert your team in Microsoft Teams
Incoming Microsoft Office 365 emails generate a new OneHash CRM lead and notify Microsoft Teams instantly, keeping your team aligned.
M
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When a OneHash CRM lead is updated, update the matching contact in Microsoft Office 365 and post a notice in Microsoft Teams
Changes in OneHash CRM update your Microsoft Office 365 contacts and notify Microsoft Teams automatically.
M
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If a Microsoft Office 365 contact update marks them as enterprise, create a priority lead in OneHash CRM and alert Microsoft Teams
Enterprise updates in Microsoft Office 365 trigger priority OneHash CRM leads and notify Microsoft Teams instantly.
M
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Use Claude to summarise every Microsoft Office 365 email inquiry, create a lead in OneHash CRM, and post the brief in Microsoft Teams
Claude summarises Microsoft Office 365 emails, creates a OneHash CRM lead, and briefs Microsoft Teams.
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When a OneHash CRM customer is created, create a calendar event in Microsoft Office 365 and announce it in Microsoft Teams
New OneHash CRM customers schedule an onboarding calendar event in Microsoft Office 365 and notify Microsoft Teams.

Supported triggers and actions for Microsoft Office 365 and OneHash CRM

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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OneHash CRM
OneHash CRM Triggers & Actions
Lead is created in OneHash CRM
Triggers the automation when a new lead is created
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Lead is updated in OneHash CRM
Triggers the automation when the lead information is updated
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Customer is updated in OneHash CRM
Triggers the automation when customer details are updated
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Contact is updated in OneHash CRM
Triggers the automation when a contact is updated
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Customer is created in OneHash CRM
Triggers the automation when a new customer is created
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Contact is created in OneHash CRM
Triggers the automation when a new contact is created
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Item is updated in OneHash CRM
Triggers the automation when an item is modified
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Item is created in OneHash CRM
Triggers the automation when a new item is created
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Create customer in OneHash CRM
Adds a new customer to the database
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Create contact in OneHash CRM
Adds a new contact to the database
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Search contact in OneHash CRM
Finds and retrieves contact information
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Create lead in OneHash CRM
Generates new leads for potential customers
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Create quotation in OneHash CRM
Generates a new quotation with predefined details
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Create purchase invoice in OneHash CRM
Generates a purchase invoice for a sales transaction
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Create sales invoice in OneHash CRM
Generates a new sales invoice with pre-filled details
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Create item in OneHash CRM
Generates a new item
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Create sales order in OneHash CRM
Generates a new sales order with pre-filled details
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Create purchase order in OneHash CRM
Generates a purchase order for approved requests
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What can you automate with Microsoft Office 365 + OneHash CRM?

Streamline your communication, lead management, and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync Microsoft Office 365 Contacts to OneHash CRM
Automatically create a new lead in OneHash CRM the moment a contact is created in Microsoft Office 365. Eliminate manual copying and keep your pipeline updated.
📋
Capture Every Submitted Email Field
Map available email and contact details from Microsoft Office 365 into separate OneHash CRM fields instead of just names. Your CRM becomes a richer resource.
🔔
Alert Your Team Instantly
Notify your sales channel or support staff the second a new lead or customer interaction is recorded, ensuring rapid response times.
🔀
Route Leads Based on Submitted Fields
Apply conditional rules to sort incoming Microsoft Office 365 inquiries, directing VIP contacts to priority OneHash CRM pipelines automatically.
📝
Keep CRM Records Up to Date
Automatically update existing contact details and customer profiles in OneHash CRM whenever changes occur in Microsoft Office 365.
🔍
Prevent Duplicate Records
Search existing OneHash CRM records before creating new ones, updating matched profiles instead of generating unnecessary duplicates.
💳
Handle Quotations and Invoices
Trigger quotations and sales orders in OneHash CRM based on scheduled calendar events or client signups managed via Microsoft Office 365.
💬
Extend Workflows to Slack
Connect your core Microsoft Office 365 and OneHash CRM flow with Slack to broadcast real-time updates and notifications to your entire team.
And much more...

Who is Microsoft Office 365 + OneHash CRM integration for?

Connecting Microsoft Office 365 and OneHash CRM eliminates manual data entry, keeping contact lists, sales pipelines, and customer communications fully synchronized across teams.

Performance marketers
Performance marketers
Sales operations managers
Sales operations managers
Account executives
Account executives
Customer success leads
Customer success leads
Business owners
Business owners
Support coordinators
Support coordinators
📈
Performance marketers
You're running campaigns and logging inquiries in Microsoft Office 365, but your CRM reporting sheet only updates when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in OneHash CRM instantly and your data stays current.
Sales operations managers
You need to qualify incoming leads from Microsoft Office 365 emails immediately, but manual entry delays your response times and frustrates prospective buyers — automating both apps means every lead reaches OneHash CRM within seconds so your team can engage right away.
🤝
Account executives
You answer to clients who expect their scheduled calendar events and contact updates to reflect in OneHash CRM right away, but juggling windows leads to missed details — this integration means every Microsoft Office 365 booking updates your CRM records automatically.
🔄
Customer success leads
The volume of inbound support emails in Microsoft Office 365 is too high for anyone to keep up with by hand, leading to neglected customer profiles — automating both apps means every client message correctly updates your OneHash CRM records without manual effort.
🎯
Business owners
You own the handoff between client communications in Microsoft Office 365 and deal tracking in OneHash CRM, depending on staff to copy details across platforms — connecting these apps means your workflow runs reliably without manual data duplication.
📂
Support coordinators
You need a reliable customer history in OneHash CRM but keep finding gaps caused by missed emails in Microsoft Office 365 — with this integration, every client interaction is logged accurately and your database remains complete.
Our team

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Why choose Integrately to automate Microsoft Office 365 + OneHash CRM

Build and manage your Microsoft Office 365 + OneHash CRM 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 + OneHash CRM 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 Microsoft Office 365 to OneHash CRM?
Frequently Asked Questions
You can connect Microsoft Office 365 to OneHash CRM in 1 click using ready templates or ask Integrately AI to build your automation. It takes seconds to link your accounts and sync data across apps like Slack, Microsoft Teams, and Google Drive.
Can I automatically create OneHash CRM leads from Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, OneHash CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and OneHash CRM?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation triggers?
Frequently Asked Questions
Can OneHash CRM trigger updates when leads change?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and OneHash CRM?
Frequently Asked Questions
Is the Microsoft Office 365 and OneHash CRM integration free?
Frequently Asked Questions
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