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

Learn how to automate event creation in Microsoft Office 365 from Zoho CRM records using Pabbly Connect. Step-by-step guide to streamline your workflow. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Microsoft Office 365 events from Zoho CRM records, start by accessing Pabbly Connect. Simply search for Pabbly in your browser and open its landing page. Here, you’ll find options to either sign in or sign up for free. New users can register for a free account to enjoy 100 tasks each month.

As an existing user, click on the sign-in button. Once logged in, navigate to the dashboard where you will find various Pabbly applications. For this integration, select Pabbly Connect by clicking on the ‘Access Now’ button. This is your gateway to creating automated workflows between Zoho CRM and Microsoft Office 365.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow and select a folder for saving it. Name your workflow as ‘Create Microsoft Office 365 Event from Zoho CRM Record’ and choose the folder labeled ‘Automations’.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set triggers and actions.

This window is crucial for automation as it defines the trigger (the event that starts the workflow) and the action (what happens as a result). In this case, the trigger will be from Zoho CRM, and the action will be to create an event in Microsoft Office 365.

3. Setting Up Zoho CRM as the Trigger

Within the workflow window of Pabbly Connect, select Zoho CRM as your trigger application. Choose ‘New Module Entry’ as the trigger event. Click on the ‘Connect’ button to establish a link between Zoho CRM and Pabbly Connect.

You will be prompted to add a new connection or select an existing one. If you haven’t previously connected your Zoho CRM account, click on ‘Add a New Connection’. Enter your Zoho CRM domain and click on ‘Save’. Grant the necessary permissions for Pabbly Connect to access your Zoho CRM data. This step ensures that your records can be pulled into the workflow.

4. Configuring Microsoft Office 365 Action

Now that Zoho CRM is set up as the trigger, the next step involves configuring Microsoft Office 365 as the action application in Pabbly Connect. Search for Microsoft Office 365 and select it. Choose ‘Create Event in Calendar’ as the action event.

Click on ‘Connect’ and again, if you have not connected your Office 365 account, you will need to add a new connection. Follow the prompts to grant permissions. Then, select the calendar where the event will be created. This integration allows you to automatically create calendar events based on new entries in your Zoho CRM.

• Map the details from the Zoho CRM trigger, such as event title and date.
• Set the start and end times, and any additional details like reminders.

Once all fields are filled out, you can click on ‘Save and Send Test Request’ to ensure everything is functioning correctly. This will create a test event in your Microsoft Office 365 calendar.

5. Testing and Verifying the Integration

After setting up both Zoho CRM and Microsoft Office 365 in Pabbly Connect, it’s important to test the integration. Create a new meeting in Zoho CRM with all required details. Once saved, Pabbly Connect will automatically trigger the workflow, capturing the new record and sending it to Microsoft Office 365.

To verify, check your Microsoft Office 365 calendar for the newly created event. You should see the event reflecting the details entered in Zoho CRM. This confirms that the integration is successful and functioning as intended.

For further testing, create additional meetings in Zoho CRM and observe if events are consistently created in Microsoft Office 365. This automation significantly streamlines the process, saving you time and reducing manual entry errors.

Conclusion

In this tutorial, we explored how to create Microsoft Office 365 events from Zoho CRM records using Pabbly Connect. By automating this process, you enhance efficiency and ensure timely event creation based on your CRM data. With just a few steps, you can streamline your workflow and focus on more critical tasks.