Microsoft Office 365 + Ontraport Integration

Integrate Microsoft Office 365 to Ontraport in one click, or tell Integrately AI how you want each contact handled. Sync contacts, update records, alert your team, 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
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
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
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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Ready Workflows Ready Workflows for Microsoft Office 365 + Ontraport Integration

Capture contacts, update customer records, notify your team, and send automated follow-ups, all in just one click.

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

Send Microsoft Office 365 message for new Ontraport contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Microsoft Office 365 message for every new Ontraport contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Ontraport + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Ontraport 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 Ontraport - Microsoft Office 365 integration provides a simple solution by automatically creating Microsoft Office 365 events for each new Ontraport response submission.

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

Create Microsoft Office 365 contact for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Office 365 contact and Ontraport contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 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 Microsoft Office 365 + Ontraport flow

Connect billing, accounting, messaging, and scheduling tools to extend your core automation flow. Pick a combination and activate it in one click.

Microsoft Office 365
Ontraport
+
StripeStripe (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
GmailGmail (5)
+
SlackSlack (5)
+
ZoomZoom (5)
+
CalendlyCalendly (5)
M
S
O
When a contact is created in Microsoft Office 365, create a customer in Stripe and create a contact in Ontraport.
Every new Microsoft Office 365 contact immediately appears as a customer in Stripe and a contact in Ontraport.
S
M
O
When a transaction is created in Stripe, update the contact in Microsoft Office 365 and create a transaction in Ontraport.
Stripe transactions automatically update your Microsoft Office 365 contact records and log transactions in Ontraport.
O
S
M
When a contact is created in Ontraport, create a customer in Stripe and send an email in Microsoft Office 365.
New Ontraport contacts generate a Stripe customer profile and send a welcome email via Microsoft Office 365.
S
O
M
If a Stripe transaction is successful, update the contact in Ontraport and create a calendar event in Microsoft Office 365.
Successful Stripe payments update your Ontraport contact and schedule a onboarding event in Microsoft Office 365.
S
O
M
Use ChatGPT to analyse every new Stripe transaction, update the contact in Ontraport, and send an email in Microsoft Office 365.
ChatGPT analyses Stripe transaction details before updating Ontraport and sending a notification via Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and Ontraport

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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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Search product by name in Ontraport
Finds a product based on its name
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Create product in Ontraport
Adds a new product to the system
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
Try it →

What can you automate with Microsoft Office 365 + Ontraport?

Connect your email, calendar, and CRM workflows to eliminate repetitive administrative tasks and keep your business data synchronized.

What you can automate?
🔄
Sync new contacts across platforms automatically
Create a contact in Ontraport the moment a new contact is created in Microsoft Office 365. Your database stays updated without manual copying.
📝
Capture every submitted form field
Map all available form submission details into your CRM instead of just basic names. Your records become a complete source for review.
🔔
Notify your team instantly
Send immediate alerts to your team whenever important client emails or calendar events occur. Everyone stays informed on critical updates.
🔀
Route contacts based on specific criteria
Perform different actions depending on specific field values submitted in your forms. High-value prospects receive priority handling.
🔄
Keep records updated as details change
Update existing contact information automatically whenever changes happen in either app. Prevent outdated records from lingering in your system.
🔍
Search and update instead of creating duplicates
Search for existing contacts before creating new records to keep your database clean. Eliminate duplicate entries effortlessly.
💳
Handle transactions and payments
Create transactions in your CRM whenever payments or orders are processed. Keep financial tracking aligned with customer profiles.
🔗
Extend flows with popular apps like Slack
Connect Microsoft Office 365 and Ontraport with Slack to post automated notifications and streamline team communication.
And much more...

Who is Microsoft Office 365 + Ontraport integration for?

Teams managing customer communications and business growth workflows benefit by eliminating manual data entry between Microsoft Office 365 and Ontraport to keep records synchronized.

Sales managers
Sales managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Operations directors
Operations directors
Account executives
Account executives
Data analysts
Data analysts
📈
Sales managers
You review pipeline activity regularly but your CRM records only update when someone manually exports leads, so the contact counts you report against are always a few hours behind — this integration means every new contact lands in your CRM instantly and your data stays current.
Customer support leads
You need to act fast when client requests arrive, but you find out about new issues too late because messages sit unread in your inbox — automating both apps means every inquiry creates a ticket immediately and your response times improve.
📋
Project coordinators
You answer to stakeholders who want to see client onboarding progress, but tracking details manually leads to missed updates and constant follow-up questions — connecting these apps means every new submission updates your tracking views automatically.
📊
Operations directors
The volume of daily contact records is too high for anyone to keep up by hand, resulting in frequent data entry errors across systems — this integration means high-volume contact syncing happens reliably without manual intervention.
🤝
Account executives
You own the client follow-up stage and depend on someone upstream to hand over prospect details, but manual handoffs cause frustrating delays — automating both apps means prospect handoffs occur instantly when contacts are created.
🗂️
Data analysts
You need a reliable customer history for reporting, but you keep finding gaps caused by inconsistent manual data entry — this integration means every contact record is logged accurately across your tools.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Ontraport

Build and manage your Microsoft Office 365 + Ontraport 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 + Ontraport 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Ontraport?
Frequently Asked Questions
Connecting Microsoft Office 365 to Ontraport is fast and simple on Integrately. You can use 1-click ready workflows or ask Integrately AI to build your integration with apps like Slack, Gmail, and Stripe.
Can I automatically sync new contacts from Microsoft Office 365 to Ontraport?
Frequently Asked Questions
Can I connect Microsoft Office 365, Ontraport, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Ontraport?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation events here?
Frequently Asked Questions
How does Ontraport process incoming contact data?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Ontraport?
Frequently Asked Questions
Is the Microsoft Office 365 and Ontraport integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Ontraport With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
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Ontraport
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Ontraport Integrations arrow right
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