Integrate Microsoft Office 365 to Teamwork CRM in one click, or tell Integrately AI how you want each contact handled. Qualify incoming leads, create deals and contacts in your CRM, alert your team, and trigger follow-up activities automatically.
Whenever a new deal is created in your Teamwork CRM, 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 deal 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 deals. In short, this Teamwork CRM - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Anytime a new contact is created in your Microsoft Office 365, a new deal will automatically be created in your Teamwork CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This Microsoft Office 365 - Teamwork CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your Teamwork CRM directly from Microsoft Office 365 events?
This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
Anytime a new contact is added to your Teamwork CRM, 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 Teamwork CRM - Microsoft Office 365 integration, you can rest assured that your new contact 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!
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Teamwork CRM flow
Streamline communication, schedule meetings, and notify team channels as your records move through the pipeline. Pick a combination and activate it in one click.
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Hubspot (3)
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Calendly (3)
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Slack (3)
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Gmail (3)
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Google Drive (3)
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Mailchimp (3)
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Add every Microsoft Office 365 contact to your HubSpot account, and create a deal in Teamwork CRM.
New Microsoft Office 365 contacts appear in HubSpot instantly and automatically create a deal in Teamwork CRM, removing manual data entry.
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When a deal is created in Teamwork CRM, update the contact in Microsoft Office 365 and log a note in HubSpot.
Teamwork CRM deals update your Microsoft Office 365 contacts and HubSpot notes automatically without manual exports.
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Use Claude to qualify every Microsoft Office 365 contact before creating a contact in Teamwork CRM and adding it to HubSpot.
Claude evaluates new Microsoft Office 365 contacts so qualified leads are added to Teamwork CRM and HubSpot automatically.
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Create a Microsoft Office 365 calendar event for every new Calendly booking and add a deal in Teamwork CRM.
Calendly bookings instantly schedule Microsoft Office 365 calendar events and create deals in Teamwork CRM.
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When a Microsoft Office 365 calendar event is created, schedule a Calendly follow-up and create a contact in Teamwork CRM.
Microsoft Office 365 calendar events trigger automated Calendly follow-ups and create contacts in Teamwork CRM.
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Use ChatGPT to summarize Calendly meeting notes before updating the Microsoft Office 365 event and logging a note in Teamwork CRM.
ChatGPT summarizes Calendly meeting notes to update Microsoft Office 365 calendar events and Teamwork CRM notes.
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Add every Microsoft Office 365 contact to Teamwork CRM, and notify your sales channel in Slack.
New Microsoft Office 365 contacts create Teamwork CRM records and alert your sales team in Slack immediately.
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When a deal is created in Teamwork CRM, update your Microsoft Office 365 contact and post an alert in Slack.
Teamwork CRM deals update Microsoft Office 365 contacts and notify your team in Slack.
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Use Gemini to analyze Teamwork CRM deal updates before notifying your team in Slack and updating Microsoft Office 365.
Gemini analyzes deal updates in Teamwork CRM to alert your team in Slack and update Microsoft Office 365 records.
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Create a Teamwork CRM contact from every Microsoft Office 365 email received, and send a welcome email via Gmail.
Microsoft Office 365 emails create Teamwork CRM contacts and trigger welcome emails through Gmail automatically.
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When a deal is created in Teamwork CRM, update your Microsoft Office 365 contact and send a confirmation via Gmail.
Teamwork CRM deals update Microsoft Office 365 contacts and send confirmation emails through Gmail.
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Use Claude to draft a personalized follow-up email in Gmail when a Microsoft Office 365 contact is updated and added to Teamwork CRM.
Claude drafts personalized Gmail emails when Microsoft Office 365 contacts update Teamwork CRM records.
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Save every Microsoft Office 365 email attachment to Google Drive and create a deal in Teamwork CRM.
Microsoft Office 365 email attachments save directly to Google Drive while creating deals in Teamwork CRM.
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When a deal is created in Teamwork CRM, create a folder in Google Drive and update your Microsoft Office 365 contact.
Teamwork CRM deals generate Google Drive project folders and update Microsoft Office 365 contacts automatically.
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Use ChatGPT to categorize Google Drive documents uploaded from Microsoft Office 365 emails and log notes in Teamwork CRM.
ChatGPT categorizes Google Drive documents from Microsoft Office 365 emails and logs notes in Teamwork CRM.
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Add every Microsoft Office 365 contact to your Mailchimp audience and create a deal in Teamwork CRM.
Microsoft Office 365 contacts populate Mailchimp subscriber lists and create deals in Teamwork CRM automatically.
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When a deal is created in Teamwork CRM, update your Microsoft Office 365 contact and add a tag in Mailchimp.
Teamwork CRM deals update Microsoft Office 365 contacts and tag subscriber segments in Mailchimp.
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Use Claude to segment Mailchimp subscribers created from Microsoft Office 365 contacts and log deals in Teamwork CRM.
Claude analyzes Microsoft Office 365 contacts to segment Mailchimp lists and create deals in Teamwork CRM.
Supported triggers and actions for Microsoft Office 365 and Teamwork CRM
Mix and match to build the exact automation you need
Sync contacts between Microsoft Office 365 and Teamwork CRM
Automatically create a contact in Teamwork CRM whenever a new contact is created in Microsoft Office 365. Keep your communication tools and sales pipeline perfectly synchronized.
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Capture every submitted field in your CRM
Map all available contact details and custom fields from Microsoft Office 365 emails and contacts directly into Teamwork CRM fields instead of just basic names.
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Notify your team the moment a deal happens
Send instant notifications to your sales channel whenever a new deal or contact is created across Microsoft Office 365 and Teamwork CRM.
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Route records based on submitted criteria
Perform different actions depending on the specific values submitted in your Microsoft Office 365 forms or emails, directing leads to the right pipeline stage.
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Keep your records updated across both platforms
Automatically update contact information and deal statuses in Teamwork CRM whenever changes occur in Microsoft Office 365.
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Prevent duplicate records automatically
Search existing databases before creating new entries so your Teamwork CRM records remain clean and free of duplicate contacts.
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Manage calendar events and activities
Create calendar events and log follow-up activities in Teamwork CRM whenever meetings are scheduled or updated in Microsoft Office 365.
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Extend your workflow to messaging apps
Connect your core Microsoft Office 365 and Teamwork CRM flow with Slack to broadcast deal updates and keep your entire organization informed.
And much more...
Who is Microsoft Office 365 + Teamwork CRM integration for?
Connecting Microsoft Office 365 and Teamwork CRM helps sales teams, project managers, and business owners eliminate manual data entry and keep pipeline tracking accurate.
Sales Operations Managers
Account Executives
Client Success Leads
Business Development Teams
Project Coordinators
Operations Directors
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Sales Operations Managers
You're tracking deals across your CRM but your contact records only update when someone manually exports emails, so the pipeline reports you're reviewing are always outdated — with this integration, every new contact lands in Teamwork CRM instantly and your data stays current.
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Account Executives
You need to respond to incoming client enquiries immediately, but finding new submissions in your inbox takes too long and leads go cold — with this integration, every Microsoft Office 365 email creates a Teamwork CRM record instantly and your response time drops.
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Client Success Leads
You answer to stakeholders who want immediate progress updates on every deal, but manual status logging causes constant delays — with this integration, every stage movement updates your records automatically and your stakeholders see accurate progress.
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Business Development Teams
The volume of daily client emails is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded deals — with this integration, every interaction is logged instantly and your pipeline remains complete without manual effort.
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Project Coordinators
You own the onboarding stage and depend on sales to hand over deal details, but manual handoffs always create missing information gaps — with this integration, every new deal populates your workspace instantly and project handoffs happen seamlessly.
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Operations Directors
You need a reliable audit history of every customer interaction, but manual data entry leaves frequent gaps in your records — with this integration, every contact and deal is synced reliably and your historical logs remain complete.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Office 365 + Teamwork CRM
Build and manage your Microsoft Office 365 + Teamwork CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Teamwork CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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 do I connect Microsoft Office 365 to Teamwork CRM?
You can connect Microsoft Office 365 to Teamwork CRM instantly using 1-click ready workflows or Integrately AI. Simply select a template combining Microsoft Office 365, Teamwork CRM, and tools like Slack or Gmail, connect your accounts, and activate your automated flows.
Can I automatically create deals in Teamwork CRM when a contact is created in Microsoft Office 365?
Yes, you can create a contact in Teamwork CRM automatically whenever a new contact is created in Microsoft Office 365. Start with a ready workflow in one click or ask Integrately AI to build custom variations for your sales team.
Can I connect Microsoft Office 365, Teamwork CRM, and Slack?
You can connect Microsoft Office 365, Teamwork CRM, and Slack in a multi-step automation. Trigger actions across all three apps, such as creating a CRM contact from Microsoft Office 365 and posting an alert in Slack, alongside 1,500+ other apps.
What is a good Zapier alternative for Microsoft Office 365 and Teamwork CRM?
Integrately is a faster, more cost-effective alternative for connecting Microsoft Office 365 and Teamwork CRM. It features 20 million+ ready templates, 24/5 live chat support, and an AI workflow builder with 42,000+ active users.
How does Microsoft Office 365 data handle contact synchronization here?
You can sync new or updated Microsoft Office 365 contacts directly into your Teamwork CRM database. Use ready-made automations to transfer contact details securely without manual data entry.
How do Teamwork CRM updates reflect in Microsoft Office 365?
You can update Microsoft Office 365 contacts whenever new deals or activities are created in Teamwork CRM. Ready templates handle record updates automatically across both platforms.
Can I automate Microsoft Office 365 and Teamwork CRM without coding?
You can connect Microsoft Office 365 and Teamwork CRM without any coding required. Use ready-made automation templates or describe your desired workflow to Integrately AI to build it instantly.
Is the Microsoft Office 365 and Teamwork CRM integration free?
You can start automating the Microsoft Office 365 and Teamwork CRM integration on the free forever plan available on Integrately. Explore pricing plans to unlock premium features and higher automation limits.
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