Microsoft Office 365 + Raisely Integration

Integrate Microsoft Office 365 to Raisely in one click, or tell Integrately AI how you want each contact handled. Add new contacts to your fundraising platform, create offline donations, update profiles, and sync records 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
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely 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
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely

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Ready Workflows Ready Workflows for Microsoft Office 365 + Raisely Integration

Capture contacts, add donations, update profiles, notify your team, and sync fundraising records, all in just one click.

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

Create Raisely person for new Microsoft Office 365 contact

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

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

Create Microsoft Office 365 contact for new Raisely person

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 Raisely person 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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Raisely + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Raisely person

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 Raisely person, 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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  • 1of2
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Office 365 + Raisely flow

Connect email marketing, team chat, spreadsheets, payment tools, accounting systems, and survey forms to extend your fundraising workflow. Pick a combination and activate it in one click.

Microsoft Office 365
Raisely
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
StripeStripe (8)
+
XeroXero (8)
+
TypeformTypeform (8)
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Add every new Microsoft Office 365 contact to Raisely as a person, and add them to your Mailchimp audience.
New Microsoft Office 365 contacts appear in Raisely as a person instantly and your Mailchimp audience updates, so nobody re-types contact details or misses a subscriber.
M
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When a new Raisely person is created, update your Microsoft Office 365 contacts and add them to Mailchimp.
New Raisely supporters automatically update your Microsoft Office 365 contacts and join your Mailchimp list without manual work.
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When a Raisely donation is created, send a confirmation email via Microsoft Office 365 and add the donor to Mailchimp.
Donors receive an immediate confirmation email from Microsoft Office 365 and join your Mailchimp audience the moment a Raisely donation arrives.
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Create a draft email in Microsoft Office 365 for every new Raisely subscription, and update the subscriber in Mailchimp.
Draft emails in Microsoft Office 365 and updated Mailchimp subscriptions keep your recurring donor outreach organized after every new Raisely signup.
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If a Raisely donation is successful, send an email in Microsoft Office 365 and tag the subscriber in Mailchimp.
Successful donations trigger an email in Microsoft Office 365 and apply a targeted tag to your Mailchimp subscriber.
M
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When a Raisely subscription is cancelled, update the contact in Microsoft Office 365 and remove the subscriber from Mailchimp.
Cancelled subscriptions update your Microsoft Office 365 contact records and remove the contact from your Mailchimp list automatically.
M
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Use Claude to analyse new Microsoft Office 365 contacts, create a person in Raisely, and add them to Mailchimp.
Claude evaluates incoming Microsoft Office 365 contacts before creating a Raisely person and adding an organized subscriber in Mailchimp.
M
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When a new Microsoft Office 365 contact is created, create a person in Raisely, add them to Mailchimp, and log the row in Google Sheets.
New Microsoft Office 365 contacts instantly populate Raisely, Mailchimp, and Google Sheets without manual entry.

Supported triggers and actions for Microsoft Office 365 and Raisely

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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Raisely
Raisely Triggers & Actions
New campaign is created in Raisely
Triggers the automation when a new campaign is created
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Instant
Donation is created in Raisely
Triggers the automation when donation is made
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New interactions is created in Raisely
Triggers the automation when a new interaction is created
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Instant
Person is created in Raisely
Triggers the automation when a new person is created
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Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
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Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
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Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
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Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
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Instant
Donation is refunded in Raisely
Triggers the automation when donation is refunded
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Instant
Post is created in Raisely
Triggers the automation when post is created
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Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
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Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
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Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
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Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
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Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
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Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
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Instant
Post is updated in Raisely
Triggers the automation when post is updated
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Instant
Post is deleted in Raisely
Triggers the automation when post is deleted
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Create person in Raisely
Generates a new person
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Search person in Raisely
Retrieves information about a person
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Update person in Raisely
Updates the information of a person
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Add tag in Raisely
Assigns tags to particular items
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Create offline donation in Raisely
Logs a new offline donation
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Add interaction in Raisely
Adds an interaction
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Search tag in Raisely
Searches for a tag
Try it →

What can you automate with Microsoft Office 365 + Raisely?

Streamline your fundraising operations by connecting every contact, donation, and subscription event across your workflow.

What you can automate?
Sync contacts and donors instantly
Automatically create a person in Raisely whenever a new contact is created in Microsoft Office 365. Eliminate manual data entry and keep your supporter database fully synchronized.
📋
Capture every submitted custom field
Map all available contact and donation details into your destination records instead of just basic names. Ensure your fundraising platform holds complete supporter profiles.
🔔
Notify your team the moment events happen
Alert staff in team chat or via email as soon as new donations or subscriptions are created. Keep your entire organization informed without manual check-ins.
🔀
Route records based on submitted criteria
Execute different follow-up actions depending on donation amounts or donor tiers submitted in your forms. Ensure high-value supporters receive immediate priority attention.
🔄
Keep records updated as details change
Automatically update contact information and profile statuses across both apps when modifications occur. Prevent outdated records from cluttering your workspace.
🔍
Search and update to prevent duplicates
Check for existing records before creating new entries to keep your database clean. Prevent duplicate profiles from accumulating during high-volume campaigns.
💳
Handle later subscription and payment events
Trigger automated workflows when subscriptions fail, succeed, renew, or get cancelled. Maintain accurate billing histories without manual monitoring.
💬
Extend your workflow to team chat apps
Connect your core fundraising flow to Slack to broadcast real-time updates and keep your team aligned on every campaign milestone.
And much more...

Who is Microsoft Office 365 + Raisely integration for?

Non-profit organizations, fundraising coordinators, and campaign managers use this integration to eliminate manual data entry, streamline donor communications, and keep records synchronized across platforms.

Performance marketers
Performance marketers
Fundraising coordinators
Fundraising coordinators
Non-profit directors
Non-profit directors
Donor relations teams
Donor relations teams
Finance managers
Finance managers
Operations leads
Operations leads
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports contacts, so the row counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the sheet instantly and your data stays current.
Fundraising coordinators
You manage incoming donor enquiries in Microsoft Office 365 but need to update profiles in Raisely immediately, so delays leave high-value donors waiting for outreach — with this integration, every person is created automatically and your team responds without delay.
🏛️
Non-profit directors
You report on fundraising progress to external stakeholders, but manual record updates cause constant discrepancies in campaign metrics — with this integration, every donation and subscription syncs reliably and your reporting is always accurate.
👥
Donor relations teams
You handle high volumes of recurring subscriptions during peak campaigns, but manual entry cannot keep up with the incoming volume — with this integration, every subscription event processes instantly and your database remains completely up to date.
💼
Finance managers
You depend on fundraising teams to hand over offline donation records for accounting reconciliation, but missing details cause ledger gaps — with this integration, every transaction record flows across systems without human error.
🔍
Operations leads
You audit supporter activity histories regularly, but manual record-keeping leaves critical gaps between Microsoft Office 365 and Raisely — with this integration, every interaction is logged securely and your audit trails are complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Office 365 + Raisely

Build and manage your Microsoft Office 365 + Raisely 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 + Raisely 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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Select a trigger from Google Sheets
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 Raisely?
Frequently Asked Questions
You can connect Microsoft Office 365 to Raisely instantly using ready-made flows or ask Integrately AI to build the automation for you. It takes just one click to link your accounts alongside tools like Slack, Google Sheets, and Mailchimp.
Can I automatically sync new Microsoft Office 365 contacts to Raisely?
Frequently Asked Questions
Can I connect Microsoft Office 365, Raisely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Raisely?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation events here?
Frequently Asked Questions
Can Raisely donation events trigger email updates in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Raisely?
Frequently Asked Questions
Is the Microsoft Office 365 and Raisely integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Raisely With 1500+ Other Apps

Microsoft Office 365
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Sync Raisely with payment processors, email marketing tools, and reporting software to enhance fundraising performance.
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