Microsoft Office 365 + Zendesk Sell Integration

Integrate Microsoft Office 365 to Zendesk Sell in one click, or tell Integrately AI how you want each contact handled. Enrich and qualify leads, update your CRM and 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
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
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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
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell

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Ready Workflows Ready Workflows for Microsoft Office 365 + Zendesk Sell Integration

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

Most popular automationsmost-popular-automations
Zendesk Sell + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Zendesk Sell task

With this Zendesk Sell - Microsoft Office 365 integration, whenever a new task is created in Zendesk Sell, 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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Zendesk Sell + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Zendesk Sell deal

Whenever a new deal is created in your Zendesk Sell, 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 Zendesk Sell - 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 + Zendesk Sell Integration

Create Zendesk Sell 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 Zendesk Sell. 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 - Zendesk Sell 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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Zendesk Sell + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Zendesk Sell task

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

When a task is created in Zendesk Sell, 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 Zendesk Sell and Microsoft Office 365 accounts in a matter of minutes.
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Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Zendesk Sell 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 + Zendesk Sell Integration

Create Zendesk Sell 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 Zendesk Sell. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Zendesk Sell integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Zendesk Sell. 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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Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell 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 Zendesk Sell 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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Connect more apps to your Microsoft Office 365 + Zendesk Sell flow

Streamline customer communication and pipeline tracking by connecting your core pair with powerful team tools. Pick a combination and activate it in one click.

Microsoft Office 365
Zendesk Sell
+
SalesforceSalesforce (4)
+
HubspotHubspot (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
M
Z
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When a Contact is created in Microsoft Office 365, create a lead in Zendesk Sell and add a contact in Salesforce.
New Microsoft Office 365 contacts flow directly into Zendesk Sell and Salesforce within seconds, eliminating manual data entry across systems.
Z
M
S
When a deal is created in Zendesk Sell, send an email in Microsoft Office 365 and update the account in Salesforce.
Keep your Salesforce records updated and send confirmation emails from Microsoft Office 365 the moment a new deal is registered in Zendesk Sell.
M
Z
S
When a contact is updated in Microsoft Office 365, update the lead in Zendesk Sell and modify the record in Salesforce.
Contact details updated in Microsoft Office 365 automatically propagate to Zendesk Sell and Salesforce to prevent outdated customer information.
M
Z
S
Use Claude to evaluate Microsoft Office 365 contact inquiries, create a Zendesk Sell lead, and update Salesforce.
Use Claude to qualify Microsoft Office 365 inquiries before creating a qualified lead in Zendesk Sell and updating Salesforce.

Supported triggers and actions for Microsoft Office 365 and Zendesk Sell

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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Zendesk Sell
Zendesk Sell Triggers & Actions
Deal is created in Zendesk Sell
Triggers the automation when a deal is created
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Deal stage is changed in Zendesk Sell
Triggers the automation when the deal stage is changed
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Deal is updated in Zendesk Sell
Triggers the automation when a deal is updated
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Contact is created in Zendesk Sell
Triggers the automation when a new contact is created
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Contact is updated in Zendesk Sell
Triggers the automation when a contact is updated
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Task is created in Zendesk Sell
Triggers the automation when a new task is created
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Lead is created in Zendesk Sell
Triggers the automation when a new lead is created
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Lead is updated in Zendesk Sell
Triggers the automation when the lead information is updated
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Note is created in Zendesk Sell
Triggers the automation when a new note is created
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Product is created in Zendesk Sell
Triggers the automation when a new product is created
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Create lead in Zendesk Sell
Generates new leads for potential customers
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Update lead in Zendesk Sell
Updates the lead information
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Search lead in Zendesk Sell
Retrieves information for a particular lead
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Create person in Zendesk Sell
Generates a new person
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Update person in Zendesk Sell
Updates the information of a person
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Search contact in Zendesk Sell
Finds and retrieves contact information
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Create deal in Zendesk Sell
Generates a new deal with
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Search deal in Zendesk Sell
Retrieves and find a deal
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Update deal in Zendesk Sell
Updates deal information based on new criteria or changes
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Create company in Zendesk Sell
Generates a new company profile with given details
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Update company in Zendesk Sell
Updates company information
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Search company in Zendesk Sell
Finds information about a company
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Create sequence enrollment in Zendesk Sell
Enrolls a contact into a sequence
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Search sequence in Zendesk Sell
Searches for a sequence
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Search user in Zendesk Sell
Searches for a user
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Create task in Zendesk Sell
Creates a new task
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Update task in Zendesk Sell
Updates the task with new information or changes
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Create note in Zendesk Sell
Creates a new note in the particular format
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Create product in Zendesk Sell
Generates and launch new products
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Update product in Zendesk Sell
Updates product information
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Search products in Zendesk Sell
Searches for products
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Search deal sources in Zendesk Sell
Scan and retrieve the source of a particular deal
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Search lead sources in Zendesk Sell
Searches for lead sources
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Get Deal By Id in Zendesk Sell
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Get Contact/Company By Id in Zendesk Sell
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What can you automate with Microsoft Office 365 + Zendesk Sell?

Streamline your sales pipeline by automatically syncing contacts, deals, and tasks between your workspace and CRM.

What you can automate?
🔄
Sync contacts and leads automatically
Create a new lead in Zendesk Sell the moment a contact is created or updated in Microsoft Office 365. Eliminate duplicate data entry across your workspace and CRM.
📋
Capture every submitted contact field
Map all available email, phone, and company details from Microsoft Office 365 into Zendesk Sell instead of just basic names. Keep your CRM records thorough and ready for sales outreach.
🔔
Alert your sales team instantly
Send team notifications in Slack or Microsoft Teams whenever a new lead or deal is created in Zendesk Sell from Microsoft Office 365 activity.
🔀
Route deals based on specific criteria
Segment incoming leads and update Zendesk Sell pipelines conditionally based on specific fields and data received from Microsoft Office 365.
📅
Keep records updated with calendar events
Update Zendesk Sell deals and tasks automatically when calendar events are created, updated, or ended in Microsoft Office 365.
🔍
Prevent duplicates with smart search
Search existing records in Zendesk Sell before creating new contacts or leads from Microsoft Office 365 inputs, keeping your database clean.
Manage lifecycle and deal stage changes
Trigger automated follow-up tasks in Zendesk Sell whenever emails are received or calendar events are updated in Microsoft Office 365.
🔌
Extend flows to popular team tools
Connect your Microsoft Office 365 and Zendesk Sell workflows with Slack, Mailchimp, or HubSpot to keep your entire software stack fully synchronised.
And much more...

Who is Microsoft Office 365 + Zendesk Sell integration for?

Sales teams, account managers, and business owners depend on this integration to eliminate manual contact entry and keep pipelines moving without delays.

Sales Operations Managers
Sales Operations Managers
Field Sales Reps
Field Sales Reps
Account Executives
Account Executives
High-Volume Sales Teams
High-Volume Sales Teams
Business Development Reps
Business Development Reps
RevOps Specialists
RevOps Specialists
📈
Sales Operations Managers
You're tracking incoming client emails and calendar events in Microsoft Office 365, but your Zendesk Sell pipeline only updates when someone manually logs them, so your conversion reports are always hours behind — with this integration, every new contact lands in your CRM instantly and your pipeline stays current.
Field Sales Reps
You're scheduling client meetings and saving contacts in Microsoft Office 365, but leads sit unassigned while you update Zendesk Sell by hand, so you miss the window to follow up fast — automating both apps means every contact triggers a new lead straight away so you can reach out immediately.
🤝
Account Executives
You're coordinating deals across Microsoft Office 365 emails and calendar invites, but your client records are out of sync with Zendesk Sell, so external stakeholders see outdated progress — connecting these apps means every interaction updates your CRM records and your pipeline remains accurate for every review.
🚀
High-Volume Sales Teams
You're receiving dozens of inquiries and contacts through Microsoft Office 365 daily, but the volume is too high for anyone to keep up by hand, so records fall through the cracks — this integration means every contact and event is logged automatically without manual data entry.
🎯
Business Development Reps
You're relying on upstream team members to hand over leads from Microsoft Office 365 calendars and emails, but manual handoffs cause delays before they reach Zendesk Sell, so opportunities stall — with this integration, every new lead flows directly into your sales pipeline without waiting for manual assignment.
📋
RevOps Specialists
You're auditing customer data and pipeline history across Microsoft Office 365 and Zendesk Sell, but missing logs create persistent gaps in your historical reporting, so audits are inaccurate — automating both apps means every contact and calendar event creates a reliable, continuous history.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Zendesk Sell

Build and manage your Microsoft Office 365 + Zendesk Sell 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 + Zendesk Sell 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?

1
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Zendesk Sell?
Frequently Asked Questions
You can connect Microsoft Office 365 to Zendesk Sell instantly using 1-click setup or Integrately AI. With 42,000+ active users and 1,500+ integrations, it takes seconds to get started alongside tools like Slack, HubSpot, and Salesforce.
Can I automatically create Zendesk Sell leads from Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, Zendesk Sell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Zendesk Sell?
Frequently Asked Questions
How are calendar events and contacts handled from Microsoft Office 365?
Frequently Asked Questions
How does Zendesk Sell manage incoming lead and deal updates?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Microsoft Office 365 and Zendesk Sell integration free?
Frequently Asked Questions
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