Microsoft Office 365 integration with CentrixOne
How to Add new Microsoft Office 365 contacts to CentrixOne
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Microsoft Office 365 contacts to CentrixOne" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CentrixOne integrations
CentrixOne actions
Nekton can use any feature that is available in CentrixOne API.
Using our advanced AI, you can easily create custom automations for CentrixOne.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a new contact.
Update Contact
Update contact.
Find or Create Contact
Find or Create Contact
Create Opportunity
Create a new opportunity.
Find Contact
Finds an existing contact.
About CentrixOne
CentrixOne is a full featured yet easy-to-use CRM, e-mail and marketing automation platform for SMB’s.