How to Create Microsoft Office 365 Event from Zoho CRM Records Using Pabbly Connect

Learn how to integrate Zoho CRM with Microsoft Office 365 to create events automatically using Pabbly Connect. Step-by-step guide included! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Microsoft Office 365 event from Zoho CRM records, you will first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free, which gives you access to 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various applications offered by Pabbly. Click on Pabbly Connect to begin the integration process. This platform allows you to automate workflows between different applications like Zoho CRM and Microsoft Office 365.

2. Creating a Workflow in Pabbly Connect

Next, you will need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow and select a folder to save it in. Name your workflow ‘Create Microsoft Office 365 Event from Zoho CRM Records’.

• Enter the workflow name.
• Select the folder to save the workflow.
• Click on ‘Create’ to open the workflow window.

This window is crucial as it contains the trigger and action settings. For the trigger, select Zoho CRM and choose ‘New Module Entry’ as the trigger event. This configuration allows your workflow to be initiated whenever a new record is created in Zoho CRM.

3. Connecting Zoho CRM to Pabbly Connect

After setting up the trigger, you will need to connect your Zoho CRM account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter your Zoho CRM domain.

• Open your Zoho CRM account to find your domain.
• Paste the domain into the Pabbly Connect workflow.
• Click ‘Save’ and accept the permissions requested by Pabbly Connect.

Once connected, select the module name for your workflow. This module will be the source of the data that will trigger the event creation in Microsoft Office 365. After successfully connecting, you can proceed to create a new meeting in Zoho CRM to test the workflow.

4. Setting Up the Action to Create an Event

Now, you will set up the action that follows the trigger. In Pabbly Connect, select Microsoft Office 365 as the action application. Choose ‘Create Event in Calendar’ as the action event. This step ensures that an event is created in your Office 365 calendar whenever a new record is added in Zoho CRM.

Click on ‘Connect’ and choose ‘Add New Connection’ if you haven’t connected your Microsoft Office 365 account yet. Accept the necessary permissions to allow Pabbly Connect to access your calendar. After successfully connecting, select the calendar where you want the events to be created.

5. Testing the Workflow for Successful Integration

After configuring the action, it’s time to test your workflow. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will capture the latest response from your Zoho CRM account, which should include the details of the newly created meeting.

Once you receive a positive response, check your Microsoft Office 365 calendar to confirm that the event has been created successfully. If everything is set up correctly, you will see the event on the specified date and time, confirming that the integration between Zoho CRM and Microsoft Office 365 through Pabbly Connect is successful.

Conclusion

This tutorial demonstrates how to create a Microsoft Office 365 event from Zoho CRM records using Pabbly Connect. By following the steps outlined, you can automate your workflow and ensure seamless integration between these applications. Simplifying your scheduling process has never been easier with Pabbly Connect!