flowmondo builds custom Microsoft 365 integrations for businesses whose email, calendar, and files sit in Outlook, Teams, and SharePoint but whose CRM, accounting, and project tools live somewhere else entirely. Whether you need Outlook emails logged against Salesforce contacts automatically, SharePoint document libraries synced with client records in HubSpot, or Excel reports populated from Xero transaction data in real time — we connect the Microsoft stack to your wider toolkit through Zapier, Make, Power Automate, or the Microsoft Graph API directly, depending on what the workflow demands.
Many providers jump straight to technical solutions without learning how your team actually operates day-to-day.
Getting caught up in bells and whistles rather than solving the core problems that impact your bottom line.
Cookie-cutter solutions that ignore whether you need a quick fix or a comprehensive transformation of your systems.
Leaving critical automation gaps that continue to waste your team's time and create frustration.
From discovery call to implementation in days, not months.
Book a call
It all starts with a quick and friendly conversation.
Speak with experts
On the call you'll speak with one of our certified automation experts who will analyse your challenges and craft a personalised roadmap.
It's go time
Deploy your automation solution with hands-on guidance and ongoing support to ensure smooth adoption and measurable results for your team.
Areas of Expertise
With best-in-class tools in pragmatic and experienced hands, we build and optimise your solution faster than most could scope it.
Unify Your Software
Sync your software to eliminate silos and boost productivity. Seamless integrations deliver real-time data flow, streamlined workflows, and scalable solutions, freeing you from manual workarounds and enhancing decision-making.
Banish Busywork
Automate repetitive tasks to save time and reduce errors. Scalable workflows across all of your tools, streamlining operations and empowering your team to focus on high-value work with effortless efficiency.
Harness AI Power
Embed AI into your workflows for sharper decisions and exponential output. Systematic AI integration delivers consistent, scalable results, enhancing productivity whilst centralising governance and optimisation efforts.
Master your data
Centralise, clean and enrich your data to fuel your people, automations and AI agent force. Scalable data strategies ensure secure, real-time access, integrating with your systems to drive smarter decisions and operational clarity.
Build custom apps faster
Create custom tools without coding, replacing spreadsheets with scalable apps. Rapid, flexible and scalable solutions integrate with your tech stack, streamline processes and accelerating productivity with ease.
Streamline Your Docs
Automate document creation and extraction. Generate custom docs and extract data from scans, cutting admin time, boosting accuracy, and integrating doc flows with your systems for seamless output.
Streamline Your Docs
Automate document creation and extraction. Generate custom docs and extract data from scans, cutting admin time, boosting accuracy, and integrating doc flows with your systems for seamless output.
Outlook-to-CRM Email Logging
Your sales team lives in Outlook but your pipeline lives in Salesforce or HubSpot. Every client email, meeting invite, and reply sits in a mailbox that nobody else can see. Deals stall because the last touchpoint is invisible to the rest of the team, and nobody wants to manually log emails into the CRM after every conversation. flowmondo connects Outlook to your CRM through the Microsoft Graph API or Zapier, matching inbound and outbound threads to contacts, deals, and opportunities automatically. No BCC workarounds, no Outlook plugins that break after updates — a direct feed from inbox to pipeline.
SharePoint Document Sync Across External Tools
Client proposals live in SharePoint, contracts are tracked in a CRM, and invoices end up in accounting — but finding the latest version of anything means searching three systems. Teams spend hours chasing documents that should follow the deal automatically. flowmondo builds SharePoint-to-CRM and SharePoint-to-accounting integrations through Make or Power Automate, so documents file themselves into the correct client folder, attach to the right CRM record, and share access with the right people as deals progress through stages.
Excel Report Population from Live Data Sources
Your finance team builds Excel reports that everyone trusts, but populating them means downloading CSVs from Xero, copying rows from the CRM, and pasting data that is already hours old by the time it arrives. flowmondo connects Excel workbooks to live data sources — pulling transaction data from Xero, deal values from Salesforce, or project hours from Harvest — through Power Automate or the Graph API, so spreadsheets update themselves on a schedule or on demand. The team still works in the tool they know; the data arrives fresh.
Teams Channel Alerts from External Events
A Shopify order comes in, a support ticket escalates in Zendesk, a deal closes in HubSpot — and the people who need to know are somewhere in Microsoft Teams, but nobody thought to tell them. flowmondo builds notification pipelines through Zapier or Make that watch external events and route formatted alerts to the right Teams channel or chat, filtered by rules you define. Critical updates arrive where your team already works, not in another tab they forget to check.
Calendar-to-Workflow Automation via Outlook Events
A client books a consultation and it lands in Outlook Calendar. Then nothing happens until someone manually creates a follow-up task, sends a prep email, and updates the CRM. That dead time between booking and action is where opportunities cool off. flowmondo builds automations through Power Automate or Make that watch Outlook Calendar for new events and trigger downstream actions — creating tasks in Asana, sending confirmation sequences, or updating a monday.com board — so the booking itself kicks off the entire preparation workflow.
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Your Microsoft stack should talk to everything else.
