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Syncing Office365 and SharpSpring with Zapier

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Jon Walker
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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.


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     Available with:    
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  Toolbar:    
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  Users:    
  Administrators ✓  
  Company Managers    
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  Salespersons    
  Jr. Salespersons    
 


Syncing Applications

To sync Office 365 and SharpSpring, via Zapier 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 SharpSpring.
  12. Set the action as Create/Update Lead.
  13. Connect your SharpSpring account to Zapier.
  14. Click  zapierplus.png  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 SharpSpring.
  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:

      •   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  
    caret-down.png  Options > Run.
  11. Open a new tab in your browser.
  12. Log in to SharpSpring in that browser tab.
  13. Click Contacts > Contacts in SharpSpring's 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 SharpSpring as leads.

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