Office 365

This is for the Business version of Office 365.

1- Go to Zapier.com and Log in.

2- Then click here.

3- On the "Add new Office 365 Emails to LionDesk CRM as email activity" area, click "Use this Zap". This will lead you to a page detailing the zap. Click "Create this Zap".

4- Now to design the Zap trigger: create "New Email" is already selected, click continue

5- Connect your Office 365 account and click "Save + Continue"

6- Select the Office 365 folder to pull emails through. Click Continue and then Fetch & Continue.

7- If Office 365 is properly connected, this page will appear. Click Continue.

8- Now onto the trigger steps: LionDesk CRM and "Add Email Activity" will already be selected. Click Continue.

9- Connect your LionDesk account by entering your custom LionDesk API key. Click Continue.

10- Now go to your Settings in LionDesk.

11- Go to "3rd Party Integrations"

12- Next to lead source you want click on the Button "Enable" to get the API Key and copy it. 

 

13- Paste the key in Zapier.

14- The following page will list all information that Zapier will take from Office 365 and put into your LionDesk. Click Create & Continue. 

15- Finally, Click Finish! Now that your Zap is all set up, make sure to turn the Zap on.

All done!

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