Microsoft Office 365 + RD Station Integration

Integrate Microsoft Office 365 to RD Station in one click, or tell Integrately AI how you want each contact handled. Track lead conversions, update your marketing campaigns, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station 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
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station

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Ready Workflows Ready Workflows for Microsoft Office 365 + RD Station Integration

Capture lead conversions, organise campaign responses, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new RD Station conversion event

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 RD Station conversion event 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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RD Station + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new RD Station conversion event

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 RD Station conversion event, 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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Microsoft Office 365 + RD Station Integration

Create RD Station conversion event for new Microsoft Office 365 contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 + RD Station flow

Connect marketing, messaging, and scheduling tools to extend your core pipeline and streamline every follow-up. Pick a combination and activate it in one click.

Microsoft Office 365
RD Station
+
SlackSlack (5)
+
WhatsAppWhatsApp (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
ZoomZoom (3)
M
R
S
When a Microsoft Office 365 contact is created, trigger an RD Station conversion event and notify your sales team in Slack
New Microsoft Office 365 contacts immediately register as conversion events in RD Station while your sales channel gets notified in Slack.
M
R
S
Log every Microsoft Office 365 email as an RD Station conversion and alert your support channel in Slack
Incoming Microsoft Office 365 emails trigger RD Station conversions and post updates directly to Slack.
R
M
S
When an RD Station lead converts, update the Microsoft Office 365 contact and post the update in Slack
RD Station lead conversions automatically update your Microsoft Office 365 contacts and notify your team in Slack.
R
M
S
When an RD Station lead becomes an opportunity, create a Microsoft Office 365 contact and notify your channel in Slack
New sales opportunities in RD Station instantly create Microsoft Office 365 contacts and notify your team in Slack.
M
C
R
S
Use Claude to summarise new Microsoft Office 365 emails, trigger an RD Station conversion, and post the brief in Slack
Claude analyses incoming Microsoft Office 365 emails, updates RD Station, and shares a summary in Slack.

Supported triggers and actions for Microsoft Office 365 and RD Station

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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RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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What can you automate with Microsoft Office 365 + RD Station?

Streamline your sales and marketing workflows by connecting Microsoft Office 365 and RD Station to eliminate manual data entry.

What you can automate?
🎯
Sync Microsoft Office 365 contacts to RD Station conversions
Automatically trigger an RD Station conversion event the moment a new contact is created in Microsoft Office 365, ensuring your marketing analytics reflect inbound activity in real time.
📋
Capture every submitted contact detail accurately
Map all available contact fields from Microsoft Office 365 straight into RD Station instead of missing vital information. Your CRM records become a thorough source for review and targeted follow-up.
🔔
Notify your team as soon as leads convert
Send instant channel alerts in Slack or WhatsApp whenever a contact is created in Microsoft Office 365 or an RD Station lead converts, ensuring prompt action from sales.
🔀
Route records based on submitted criteria
Perform different actions depending on specific field values submitted in Microsoft Office 365 or RD Station, ensuring enterprise prospects and standard leads follow separate paths.
🔄
Keep Microsoft Office 365 and RD Station updated
Automatically update existing contact records in Microsoft Office 365 whenever lead statuses or deal stages change in RD Station, maintaining total data consistency across platforms.
🔍
Search and update instead of creating duplicates
Check whether a contact already exists in Microsoft Office 365 before recording updates from RD Station, preventing messy duplicate entries and keeping your database clean.
💼
Manage later status changes like won or lost deals
Handle final deal outcomes effortlessly by triggering automated workflows in Microsoft Office 365 whenever RD Station records a deal won or deal lost event.
🔗
Extend your workflow to external apps like Slack
Take your Microsoft Office 365 and RD Station integration further by pushing notifications and updates into Slack, Mailchimp, or Zoom as part of a seamless multi-step pipeline.
And much more...

Who is Microsoft Office 365 + RD Station integration for?

Connecting Microsoft Office 365 and RD Station eliminates manual data transfer across sales and marketing operations, empowering teams to close deals faster.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
High-volume operations teams
High-volume operations teams
Business development executives
Business development executives
Operations analysts
Operations analysts
📈
Performance marketers
You're running marketing campaigns in RD Station but your Microsoft Office 365 contact logs only update when someone manually exports data, so the conversion metrics you're optimising against are always outdated — with this integration, every new contact syncs instantly and your performance data stays current.
Sales representatives
You need to follow up with inbound leads immediately, but waiting for manual handoffs from Microsoft Office 365 to RD Station means you find out about prospects hours too late — with this integration, every contact creates a conversion event instantly so you can reach out while interest is peak.
🤝
Account managers
You answer to clients who want real-time updates on campaign progress and lead generation, but piecing together reports from Microsoft Office 365 and RD Station by hand eats up your day — with this integration, contact creation and deal tracking happen automatically to keep client dashboards accurate.
📊
High-volume operations teams
The volume of inbound emails and contact submissions in Microsoft Office 365 is too high for anyone to keep up with manually in RD Station, causing missed leads and broken follow-up chains — with this integration, every submission processes automatically without human bottlenecks.
🔄
Business development executives
You own the outreach step and depend on marketing teams to hand over converted leads from RD Station into Microsoft Office 365 before you can begin work — with this integration, lead handoffs occur the exact moment conversion happens so your pipeline never stalls.
🗂️
Operations analysts
You need a reliable history of all customer interactions across platforms, but manual data entry leaves frequent gaps between Microsoft Office 365 and RD Station records — with this integration, every contact and conversion event logs reliably with zero missing data.
Our team

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Why choose Integrately to automate Microsoft Office 365 + RD Station

Build and manage your Microsoft Office 365 + RD Station 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 + RD Station 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?

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Frequently Asked Questions

How do I connect Microsoft Office 365 to RD Station?
Frequently Asked Questions
You can connect Microsoft Office 365 to RD Station in 1-click using Integrately. Choose from ready-made templates for Slack, WhatsApp, and Mailchimp, or ask Integrately AI to build your custom automation instantly.
Can I automatically sync Microsoft Office 365 contacts to RD Station conversions?
Frequently Asked Questions
Can I connect Microsoft Office 365, RD Station, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and RD Station?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation events here?
Frequently Asked Questions
How does RD Station handle lead conversions in this integration?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and RD Station?
Frequently Asked Questions
Is the Microsoft Office 365 and RD Station integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or RD Station With 1500+ Other Apps

Microsoft Office 365
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RD Station
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