Outlook 365
Connect Outlook 365 with all your business tools. Emails, contacts and calendar events sync automatically in real time, keeping communication and scheduling perfectly aligned.
Supported Integrations
How does it work?
Emails, contacts, and meeting information sync directly into CRM fields, enabling automated lead creation, activity logging, and better customer insights.
Leads
Create new leads automatically from incoming emails or captured contact details.
Contacts
Update or enrich existing CRM contact profiles with synced Outlook data.
Activities
Log email interactions, meetings, and follow-ups directly into CRM timelines.
With Marketing system
Integrate Outlook 365 with your marketing tools to trigger campaigns and track engagement based on email interactions.
How does it work?
Outlook events, contact lists, and communication history sync with your marketing platform to automate segmentation and personalized messaging.
Campaigns
Send targeted campaigns triggered by customer email responses or interactions.
Segments
Automatically sort contacts into marketing lists based on Outlook activity.
Engagement
Track opens, clicks, and follow-ups sourced from Outlook communication.
With Project Management system
Outlook 365 integration keeps project tasks, deadlines, and team updates aligned across systems.
How does it work?
Emails, meeting requests, and notes convert into tasks or project updates automatically.
Tasks
Create tasks from emails for quick assignment and tracking.
Projects
Sync scheduled meetings and updates to the correct project boards.
Updates
Notify team members when a project-related email or meeting is received.
Benefits of Integrating
Outlook 365
with Cloudify
Centralized Communication Management
Syncing Outlook 365 with your core systems consolidates emails, calendar events, and contacts in one place, ensuring teams never miss important communications.
Automated Task and Meeting Scheduling
Integration allows automatic creation of tasks, reminders, and meeting invites based on customer interactions, improving productivity and time management.
Better Cross-Team Alignment
Teams across sales, support, marketing, and operations gain shared access to emails and calendars, reducing silos and boosting coordination.
Enhanced Customer Follow-Ups
Emails and interactions can trigger workflows, ensuring timely follow-ups, consistent communication, and better customer engagement.
Streamlined Document Sharing
Files from OneDrive and SharePoint attach seamlessly to emails and workflows, making document management faster and more collaborative.
Real-Time Email Sync
Incoming and outgoing emails sync instantly across platforms, giving sales, support, and operations complete visibility into communication history.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
