Integrate Zoho CRM with Microsoft Office 365 Using Pabbly Connect

Learn how to integrate Zoho CRM with Microsoft Office 365 using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To integrate Zoho CRM with Microsoft Office 365, we will use Pabbly Connect. First, open your browser and go to the Pabbly Connect landing page. You will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’.

After signing in, you will be directed to the Pabbly dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to your workspace where you can manage your integrations. Next, click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to connect Zoho CRM with Microsoft Office 365 using Pabbly Connect. Start by naming your workflow something descriptive, like ‘Create Microsoft Office 365 Contact from Zoho CRM Contact’. Choose the folder where you want to save this workflow.

• Click on ‘Create’ to open the workflow window.
• Select Zoho CRM as your trigger application.
• Choose ‘New Module Entry’ as the trigger event.

After setting the trigger, click on ‘Connect’. If you haven’t already connected your Zoho account, select ‘Add a New Connection’. Enter your Zoho domain and click ‘Save’. This will allow Pabbly Connect to access your Zoho CRM data.

3. Testing the Zoho CRM Trigger

Once your trigger is set up in Pabbly Connect, it’s time to test it. Fill out the contact form in Zoho CRM with dummy data to create a new contact. For example, enter a first name, last name, email, and WhatsApp number, then submit the form.

After submitting, return to your Pabbly Connect workflow and click on ‘Save and Send Test Request’. This action will capture the newly created contact from Zoho CRM. You should see the details populated in the workflow, confirming that the trigger is functioning correctly.

• Verify that the contact details appear in Pabbly Connect.
• Ensure that all fields match the input from Zoho CRM.

This confirms that Pabbly Connect has successfully captured the contact details from Zoho CRM.

4. Setting Up Microsoft Office 365 Action

Now that we have tested the trigger, we will set up the action to create a contact in Microsoft Office 365 using Pabbly Connect. In the action application field, search for and select Microsoft Office 365. Choose ‘Create Contact’ as your action event.

Click on ‘Connect’ to link your Microsoft Office 365 account. If you haven’t connected it yet, select ‘Add a New Connection’. Grant necessary permissions to allow Pabbly Connect to create contacts in your Office 365 account.

Map the fields from the Zoho CRM trigger to the Microsoft Office 365 contact fields. Ensure all required fields are filled out correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to create the contact in Microsoft Office 365. Verify that the contact has been created successfully.

5. Final Verification and Summary of the Integration

After completing the setup, it’s essential to verify that the integration works seamlessly. Go to your Microsoft Office 365 contacts and check if the new contact created in Zoho CRM appears here. This confirms that Pabbly Connect has successfully automated the process.

For final testing, create another contact in Zoho CRM and ensure it reflects in Microsoft Office 365 without any manual intervention. This will demonstrate the effectiveness of your workflow automation.

In summary, we have successfully integrated Zoho CRM with Microsoft Office 365 using Pabbly Connect. This integration allows your sales team to manage client relationships in Zoho CRM while your technical team can efficiently handle communications in Microsoft Office 365.

Conclusion

By following this tutorial, you have learned how to integrate Zoho CRM with Microsoft Office 365 using Pabbly Connect. This automation streamlines your workflow, ensuring that contact details are synchronized between both platforms efficiently.