Microsoft Office 365 + Proposify

Create new Proposify clients from new Microsoft Office 365 contacts

Effortlessly keep your client list updated with this seamless workflow between Microsoft Office 365 and Proposify. When a new contact is added in Office 365, a client is created in Proposify, ensuring an organized and efficient client management process. Eliminate manual data entry and save valuable time with this practical automation.

Effortlessly keep your client list updated with this seamless workflow between Microsoft Office 365 and Proposify. When a new contact is added in Office 365, a client is created in Proposify, ensuring an organized and efficient client management process. Eliminate manual data entry and save valuable time with this practical automation.

  1. When this happens...
    Microsoft Office 365Microsoft Office 365
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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Related categories

  • Email
  • Microsoft

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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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Related categories

  • Proposal & Invoice Management