Integrating Zoho CRM with Microsoft Office 365 Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoho CRM with Microsoft Office 365 using Pabbly Connect. Follow this step-by-step guide for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect by visiting its landing page. This platform serves as the central hub for automating workflows between applications like Zoho CRM and Microsoft Office 365.

Once on the landing page, you will see options to either sign in or sign up for free. If you’re an existing user, click on ‘Sign In’. New users can click on ‘Sign Up for Free’ to create an account and receive 100 tasks free each month.

Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the “Create Workflow” button. This is where you will set up your automation to create a Microsoft Office 365 contact from a Zoho CRM contact. Name your workflow appropriately, such as ‘Creating Microsoft Office 365 Contact from Zoho CRM Contact’. using Pabbly Connect

In this workflow setup, you will define the trigger and action. The trigger will be a new contact entry in Zoho CRM, and the action will be to create a corresponding contact in Microsoft Office 365. Click on ‘Create’ to proceed.

• Choose ‘Zoho CRM’ as the trigger application.
• Select ‘New Module Entry’ as the trigger event.
• Set up a connection to your Zoho CRM account.

After setting up the trigger, you will be prompted to select the module name, which should be ‘Contacts’. This ensures that the workflow is triggered whenever a new contact is created in Zoho CRM.

Mapping Zoho CRM Data to Microsoft Office 365

With your trigger set, the next step involves mapping the data from Zoho CRM to Microsoft Office 365. This is crucial as it ensures that the contact details are accurately transferred between the two applications using Pabbly Connect.

Select Microsoft Office 365 as the action application and choose ‘Create Contact’ as the action event. You will need to connect to your Microsoft Office 365 account, allowing Pabbly Connect to manage the permissions required for data transfer.

• Map the display name from the Zoho CRM response.
• Enter the email and mobile phone details by mapping them from the previous step.
• Ensure that all required fields are filled accurately.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Microsoft Office 365.

Testing the Integration

Now that the workflow is set up, it’s time to test the integration. Create a new contact in Zoho CRM to see if Pabbly Connect successfully triggers the workflow and creates a corresponding contact in Microsoft Office 365.

Fill out the contact form with dummy data, such as a first name and email address. After submitting the form, check your Zoho CRM to ensure that the new contact appears as expected.

Next, navigate to Microsoft Office 365 and check the contacts section. You should see the newly created contact reflecting the details you entered in Zoho CRM. This verifies that the integration through Pabbly Connect is functioning correctly.

Conclusion

Using Pabbly Connect to integrate Zoho CRM with Microsoft Office 365 streamlines your workflow by automatically creating contacts in Office 365 as soon as they are created in Zoho CRM. This automation minimizes manual effort and ensures that your teams have immediate access to client information.