This is for the Business version of Office 365.
1- Go to Zapier.com and Log in.
2- Find the Office 365 app in Zapier.
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.