Articles in this section

Syncing Office365 and SharpSpring with Zapier

Avatar
Jon Walker
  • Updated
Follow
If you are using Office365 as your email client, you can create leads in SharpSpring when you create a new contact in Office365.

This is not the same as Mail Sync, as the content of your emails will not be synced. Only contacts will be synced.

This article will detail how to sync Office 365 and SharpSpring via Zapier, with no development experience required.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
        
  Toolbar:    
01NavMarketing.png    0NavSales.png
       
  Users:    
  Administrators ✓  
  Company Managers    
  Marketing Managers    
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Syncing Applications

To sync Office 365 and SharpSpring, via Zapier do the following:

  1. Log in to Office 365.
  2. Create a contact.
  3. In a browser tab, navigate to Zapier.
  4. Create a Zapier account.
  5. Once your Zapier account is created, click Make a Zap.
  6. On the page that appears, select Office365.
  7. Set the trigger as New Contact.
  8. Connect your Office365 account to Zapier. 
  9. Select SharpSpring.
  10. Set the action as Create/Update Lead.
  11. Connect your SharpSpring account to Zapier.
  12. Next to the input field, click  zapierplus.png  Plus.
  13. Select the appropriate field information.
  


Click to enlarge.
 
Note: When mapping fields, fields should match. Email should populate Email, First Name to First Name, and the like. You can map both standard system fields or any custom field you have created.


Testing Zaps

Once data mapping is complete, testing the Zap is important. Incorrectly mapped Zaps will not function properly. To test a Zap, do the following:

  1. Make a synced Zap.
  2. Follow the prompts in Zapier for testing.
  3. Confirm the data is sending to the appropriate fields in SharpSpring.
  4. Enter a name for the Zap.
  5. Click the Your Zap Is toggle to ON.
  6. In Microsoft Office 365, create a contact with the following information:

      •   FirstName: Office365
      •   LastName: Test
      •   Email: Enter a dummy email address
  7. Navigate to your Zapier dashboard.
  8. Next to the desired Zap, click  
    caret-down.png  Options > Run.
  9. In the SharpSpring browser tab, click
    Contacts > Contact Manager.
  10. Click Sort by > Created.
  


Click to enlarge.

By default, the Zap will run every 15 minutes to look for new contacts created in Office365. If contacts have been created, they will be sent into SharpSpring as leads.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?