Integrate EngageBay with Office 365

Send information between EngageBay and Office 365 automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Trigger a welcome email through Office 365 when a new company is added in EngageBay

Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Office 365 for newly created companies in EngageBay.

How it works
  1. The flow triggers when a new company is created in EngageBay.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Trigger a welcome email through Office 365 when a new company is added in EngageBay

EngageBay + Office 365

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Generate a new contact in Office 365 each time a new contact is created in EngageBay

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Office 365 each time a new contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in Office 365.
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Generate a new contact in Office 365 each time a new contact is created in EngageBay

EngageBay + Office 365

Build your own integrations between EngageBay and Office 365

Connect EngageBay and Office 365 with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EngageBay and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Calendar added

Triggers when a new calendar is added

Contact added

Triggers when a new contact is added

Event added

Triggers when a new event is added in the selected calendar

Email received

Triggers when a new email is received

Event updated

Triggers when any detail of an existing event is updated

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create contact

Creates a new contact

Create event

Creates a new event in the selected calendar

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of a user by ID

Update event

Updates the details of an existing event by ID

Invite user

Invites the specified user to your group

Fetch event

Fetches the details of an existing event by title or ID

Find contact folder

Finds a contact folder using name

Fetch user

Fetches the details of a user by display name

Fetch contact

Fetches the details of an existing contact by name

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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