Microsoft Office 365 + Teamwork CRM Integration

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.

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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
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM 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
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Microsoft Office 365 + Teamwork CRM Integration

Capture contacts, create deals, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Teamwork CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Teamwork CRM deal

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.
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Microsoft Office 365 + Teamwork CRM Integration

Create Teamwork CRM deal from new Microsoft Office 365 contact

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.
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Microsoft Office 365 + Teamwork CRM Integration

Create Teamwork CRM deal for new Microsoft Office 365 event

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.
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Teamwork CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Teamwork CRM contact

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!
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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.

Microsoft Office 365
Teamwork CRM
+
HubspotHubspot (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
M
H
T
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.
T
M
H
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.
M
C
T
H
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.

Supported triggers and actions for Microsoft Office 365 and Teamwork CRM

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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Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
Try it →

What can you automate with Microsoft Office 365 + Teamwork CRM?

Streamline your sales pipeline and communication by connecting your contacts, deals, and calendar events automatically.

What you can automate?
🔄
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.
📋
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.
🔔
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.
🔀
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.
🔄
Keep your records updated across both platforms
Automatically update contact information and deal statuses in Teamwork CRM whenever changes occur in Microsoft Office 365.
🛡️
Prevent duplicate records automatically
Search existing databases before creating new entries so your Teamwork CRM records remain clean and free of duplicate contacts.
📅
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.
🌐
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
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Business Development Teams
Business Development Teams
Project Coordinators
Project Coordinators
Operations Directors
Operations Directors
📈
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.
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.
🤝
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.
📊
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.
🎯
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.
🔍
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

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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
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
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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Office 365 to Teamwork CRM?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Microsoft Office 365, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Teamwork CRM?
Frequently Asked Questions
How does Microsoft Office 365 data handle contact synchronization here?
Frequently Asked Questions
How do Teamwork CRM updates reflect in Microsoft Office 365?
Frequently Asked Questions
Can I automate Microsoft Office 365 and Teamwork CRM without coding?
Frequently Asked Questions
Is the Microsoft Office 365 and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Teamwork CRM With 1500+ Other Apps

Microsoft Office 365
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Teamwork CRM
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Sync Teamwork CRM with accounting, support, and marketing platforms to keep your sales data working across your entire stack.