Syncing Office365 and Lead Gen & CRM with Zapier

If you are using Office365 as your email client, you can create leads in Lead Gen & CRM 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 Lead Gen & CRM via Zapier, with no development experience required.

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Article Contents

• Syncing Applications
• Testing Zaps

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Syncing Applications

You can sync Office 365 and Lead Gen & CRM via Zapier.

To sync these platforms, do the following:

1. Open a new tab in your browser.
2. Log in to Office 365 in that browser tab.
3. Create a contact.
4. Open another new tab in your browser.
5. Navigate to Zapier in that browser tab.
6. Create or log in to a Zapier account.
   
7. Click Make a Zap.
8. Select Office365.
9. Set the trigger as New Contact.
10. Connect your Office365 account to Zapier. 
11. Select Lead Gen & CRM.
12. Set the action as Create/Update Lead.
13. Connect your Lead Gen & CRM account to Zapier.
14. Click    Plus next to the input field.
15. 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 Lead Gen & CRM.
4. Enter a name for the Zap.
5. Click the Your Zap Is toggle to ON.
6. Return to the Office 365 browser tab.
7. Create a contact with the following information:

   Value		Information
   FirstName		Office365
   LastName		Test
   Email		Enter a dummy email address

8. Return to the Zapier browser tab.
9. Navigate to your Zapier dashboard.
10. Next to the desired Zap, click  
      Options > Run.
11. Open a new tab in your browser.
12. Log in to Lead Gen & CRM in that browser tab.
13. Click Contacts > Contacts in the top toolbar.
14. Click Sort by > Created.

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 Lead Gen & CRM as leads.