Microsoft Office 365 + Simpro Integration

Integrate Microsoft Office 365 to Simpro in one click, or tell Integrately AI how you want each event handled. Create service jobs, update customer records, schedule activities, and notify your team 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
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro 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
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Microsoft Office 365 + Simpro Integration

Schedule service jobs, update customer records, keep invoices synchronized, and alert your team, all in just one click.

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

Create Microsoft Office 365 contact for new simPRO individual customer

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 simPRO - Microsoft Office 365 integration, anytime a new simPRO individual customer 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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Simpro + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new simPRO individual customer

Anytime a new individual customer is added to your simPRO, 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 simPRO - Microsoft Office 365 integration, you can rest assured that your new individual customer 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 + Simpro Integration

Create simPRO individual customer 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 - simPRO integration, anytime a new Microsoft Office 365 contact is created, an simPRO individual customer 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 + Simpro flow

Extend your operational workflow by connecting accounting, customer support, and communication tools. Pick a combination and activate it in one click.

Microsoft Office 365
Simpro
+
XeroXero (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
M
S
X
Create a Simpro service job and a Xero invoice from every Microsoft Office 365 calendar event automatically.
Calendar events in Microsoft Office 365 instantly generate a service job in Simpro and an invoice in Xero, keeping your billing and scheduling aligned.
S
X
M
When a Simpro invoice is created, create a Xero invoice and send an email in Microsoft Office 365.
New invoices in Simpro immediately generate matching Xero invoices and notify clients via Microsoft Office 365 email.
S
X
M
When a Simpro quote is created, create a Xero quote and notify your team in Microsoft Office 365.
Simpro quotes automatically generate Xero quotes and alert team members via Microsoft Office 365 email.

Supported triggers and actions for Microsoft Office 365 and Simpro

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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Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Microsoft Office 365 + Simpro?

Streamline your field service operations by connecting Microsoft Office 365 communications and scheduling directly with Simpro job management.

What you can automate?
🛠️
Create Simpro service jobs from Office 365 calendar events
Turn every Microsoft Office 365 calendar booking or meeting into an active service job in Simpro automatically, ensuring your scheduling platform and job management software stay perfectly aligned without manual copying.
📧
Capture every submitted email detail into Simpro
Extract complete client instructions, contact info, and notes from Microsoft Office 365 emails directly into Simpro job descriptions instead of relying on a rushed summary.
🔔
Alert dispatchers the moment a new job arrives
Send instant notifications via Microsoft Office 365 email or connected messaging channels whenever a new service job or customer is created in Simpro.
🔀
Route quotes based on customer type
Evaluate incoming Simpro quotes or customer types and route them to specific departments or trigger tailored follow-up actions across your connected tools.
🔄
Keep customer contact records updated in real time
Automatically update matching contacts in Simpro whenever a phone number or email address is modified in Microsoft Office 365 contacts.
🛡️
Prevent duplicate customer entries
Search existing Simpro records before creating new company or individual customers, ensuring your database remains clean and free of duplicate profiles.
💳
Handle recurring invoices and billing updates
Trigger automated follow-ups and record updates whenever an invoice or recurring invoice is created or updated in Simpro.
🔗
Extend your workflow to accounting and CRM tools
Connect Microsoft Office 365 and Simpro flows with supporting applications like QuickBooks Online or HubSpot to build comprehensive multi-step business pipelines.
And much more...

Who is Microsoft Office 365 + Simpro integration for?

Field service businesses and operations teams rely on Microsoft Office 365 and Simpro automation to eliminate manual data entry, streamline job dispatching, and keep customer records synchronized.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Field Technicians
Field Technicians
Customer Support Teams
Customer Support Teams
📈
Operations Managers
You're tracking service metrics across Microsoft Office 365 calendar schedules, but your Simpro reports only update when someone manually re-types job data, so your dispatch counts are always hours behind — this integration means every calendar event populates Simpro instantly and your operational metrics stay current.
Dispatch Coordinators
You need to assign field technicians the moment a client request arrives, but manual email processing delays job creation, so urgent service calls are dispatched too late — with this integration, every incoming email creates a service job automatically and your response times drop immediately.
🤝
Account Managers
You answer to clients asking for real-time progress updates, but finding their job status across Microsoft Office 365 and Simpro takes precious minutes, so client reviews suffer — automating both apps means client records and job statuses update in sync and you always have accurate answers.
🔄
Billing Specialists
The volume of completed service jobs is too high for anyone to keep invoicing up by hand, so billing cycles drag on and cash flow slows down — connecting these apps means every invoice flows between platforms without manual intervention and your billing stays current.
📋
Field Technicians
You depend on office staff to hand over customer details and job notes from Microsoft Office 365 before heading to a site, but critical details get missed in email threads, so site visits are delayed — this integration means all job specifications and contact info arrive in Simpro ready for action.
🗂️
Customer Support Teams
You need a reliable customer history in your directory, but manual entry errors leave gaps between Microsoft Office 365 contacts and Simpro profiles, so support agents lack complete context — automating both apps means customer contacts stay updated across your entire business stack.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Simpro

Build and manage your Microsoft Office 365 + Simpro 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 + Simpro 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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Frequently Asked Questions

How do I connect Microsoft Office 365 to Simpro?
Frequently Asked Questions
You can connect Microsoft Office 365 to Simpro in 1-click using ready-made templates or ask Integrately AI to build the automation for you. It connects seamlessly with Xero, HubSpot, and Slack as well.
Can I automatically create Simpro jobs from Microsoft Office 365 calendar events?
Frequently Asked Questions
Can I connect Microsoft Office 365, Simpro, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Simpro?
Frequently Asked Questions
How are calendar events and contacts handled between Microsoft Office 365 and Simpro?
Frequently Asked Questions
Can I sync Simpro invoices and customer records with Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Simpro?
Frequently Asked Questions
Is the Microsoft Office 365 and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Simpro With 1500+ Other Apps

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