Microsoft Office 365 + Salesflare Integration

Integrate Microsoft Office 365 to Salesflare in one click, or tell Integrately AI how you want each contact handled. Capture new leads, update your CRM records, alert your team, and trigger follow-ups automatically.

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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
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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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
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare

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Ready Workflows Ready Workflows for Microsoft Office 365 + Salesflare Integration

Capture new contacts, update CRM records, alert your sales team, and trigger follow-ups, all in just one click.

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

Send Microsoft Office 365 message for new Salesflare person

Anytime a new person is added to your Salesflare, 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 Salesflare - 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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Salesflare + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Salesflare task

With this Salesflare - Microsoft Office 365 integration, whenever a new task is created in Salesflare, message will be sent via Microsoft Office 365. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesflare + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Salesflare opportunity

Whenever a new opportunity is created in your Salesflare, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesflare - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Salesflare + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Salesflare task

Salesflare is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Salesflare - Microsoft Office 365 integration to automatically populate your Microsoft Office 365.

When a task is created in Salesflare, an event will automatically be created in your Microsoft Office 365. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Salesflare and Microsoft Office 365 accounts in a matter of minutes.
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Microsoft Office 365 + Salesflare Integration

Create Salesflare task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Salesflare for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Microsoft Office 365 + Salesflare Integration

Create Salesflare task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Salesflare. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Salesflare integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Salesflare. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Salesflare + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Salesflare 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 Salesflare - Microsoft Office 365 integration, anytime a new Salesflare 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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Connect more apps to your Microsoft Office 365 + Salesflare flow

Extend your automation stack with team messaging, scheduling, email, CRM, and task management tools. Pick a combination and activate it in one click.

Microsoft Office 365
Salesflare
+
Microsoft TeamsMicrosoft Teams (4)
+
CalendlyCalendly (3)
+
SlackSlack (4)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
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Create a Salesflare contact from Microsoft Office 365 contacts and send a channel message in Microsoft Teams
New Microsoft Office 365 contacts appear in Salesflare instantly and your team hears about it in Microsoft Teams.
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M
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When a Salesflare opportunity is created, update Microsoft Office 365 contacts and post the update in Microsoft Teams
Keep your contacts updated in Microsoft Office 365 and notify your team in Microsoft Teams whenever a new Salesflare opportunity is created.
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If a new Microsoft Office 365 contact is created, add it to Salesflare and alert your sales channel in Microsoft Teams
Qualify new Microsoft Office 365 contacts by syncing them to Salesflare and alerting your team in Microsoft Teams.
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When a Salesflare task is created, update Microsoft Office 365 contacts and announce it in Microsoft Teams
Track tasks efficiently by syncing Salesflare activity with Microsoft Office 365 and notifying Microsoft Teams.

Supported triggers and actions for Microsoft Office 365 and Salesflare

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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Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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What can you automate with Microsoft Office 365 + Salesflare?

Connect your workplace tools to keep contacts, calendar events, and CRM records perfectly aligned.

What you can automate?
🔄
Sync contacts instantly between Microsoft Office 365 and Salesflare
Create a Salesflare contact automatically whenever a new contact is created in Microsoft Office 365. Eliminate manual re-typing and keep your databases perfectly synchronised.
📋
Capture every submitted contact detail accurately
Map all available Microsoft Office 365 contact fields directly into Salesflare records instead of just basic names and emails, ensuring comprehensive data capture.
🔔
Alert your sales team the moment a contact arrives
Trigger instant team notifications in your preferred messaging app as soon as a new contact or opportunity is created across your integrated platforms.
🔀
Route records based on specific field values
Perform different actions depending on criteria like deal size or contact region, ensuring high-value prospects receive immediate attention.
🔄
Keep records up to date as details change
Automatically update existing Salesflare records whenever corresponding contact information or calendar events are modified in Microsoft Office 365.
🔍
Add or update records without creating duplicates
Search existing database entries before creating new records, ensuring clean data management across your entire customer lifecycle.
📅
Manage status changes and post-meeting workflows
Trigger follow-up tasks and update CRM stages automatically when Microsoft Office 365 calendar events conclude or opportunities progress.
🔗
Extend your workflow to messaging and task tools
Connect your core automation with Slack, Microsoft Teams, or Asana to notify stakeholders and assign follow-up tasks in a single multi-step flow.
And much more...

Who is Microsoft Office 365 + Salesflare integration for?

Operations and sales professionals who need automated synchronisation between Microsoft Office 365 communications and Salesflare CRM data.

Sales leaders
Sales leaders
Account executives
Account executives
Client success managers
Client success managers
Operations teams
Operations teams
Business development reps
Business development reps
Revenue operations specialists
Revenue operations specialists
📈
Sales leaders
You report on quarterly pipeline numbers and decide strategy from them, but your CRM records are always lagging behind — with this integration, every contact and deal update flows instantly and your pipeline numbers stay current.
Account executives
You need to act fast on incoming leads, and you find out too late when a contact is created without manual checks — connecting these apps means every new lead triggers an immediate CRM entry so you can close deals faster.
🤝
Client success managers
You answer to key clients who expect prompt follow-ups after meetings, but manual logging delays your response time — automating both apps means meeting outcomes update your records instantly and keep client communication on track.
📋
Operations teams
The volume of daily emails and calendar bookings is too high for anyone to keep up by hand, leading to missed client data — this integration means every interaction is logged without manual intervention.
🔄
Business development reps
You own the outreach stage and depend on upstream handoffs from communications to start prospecting — integrating these apps means new contacts land in your CRM the moment they are created.
📁
Revenue operations specialists
You need a reliable history of customer interactions and keep finding gaps caused by manual entry errors — automating both apps means your database remains complete and accurate.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Salesflare

Build and manage your Microsoft Office 365 + Salesflare 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 + Salesflare 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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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Salesflare?
Frequently Asked Questions
You can connect Microsoft Office 365 to Salesflare in 1-click using ready workflows or Integrately AI. It links your Microsoft Office 365 contacts and emails with Salesflare alongside apps like Slack, HubSpot, and Microsoft Teams.
Can I automatically sync Microsoft Office 365 contacts into Salesflare?
Frequently Asked Questions
Can I connect Microsoft Office 365, Salesflare, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Salesflare?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation events here?
Frequently Asked Questions
Can Salesflare opportunities trigger updates in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Salesflare?
Frequently Asked Questions
Is the Microsoft Office 365 and Salesflare integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Salesflare With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
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Salesflare
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Sync Salesflare with accounting, project management, and reporting tools to keep sales data working across your stack.