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AI-native automation

Automate work acrossConstant Contact and Microsoft 365with Caddi AI Agents.

Automate anything you do across Constant Contact, Microsoft 365, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Constant Contact and Microsoft 365

  1. Connect Constant Contact to Caddi

    Allow

    1Sign in to Constant Contact

    One click with your own Constant Contact login. No API keys.

  2. Connect Microsoft 365 to Caddi

    Allow

    2Sign in to Microsoft 365

    The same click again. Both tools are connected.

  3. Send email in Microsoft 365 when new subscriber in Constant Contact.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Constant Contact and Microsoft 365 together

  • 01

    Send email in Microsoft 365 when new subscriber in Constant Contact.

    Caddi watches Constant Contact for new subscriber and send email in Microsoft 365. No copy-paste, no missed records.

  • 02

    Add contact in Constant Contact when new email in outlook in Microsoft 365.

    Caddi watches Microsoft 365 for new email in outlook and add contact in Constant Contact so the two systems stay in lockstep.

  • 03

    Create event in Microsoft 365 from Constant Contact events.

    When campaign sent happens in Constant Contact, Caddi create event in Microsoft 365 with the right context attached.

Actions Caddi can take across Constant Contact and Microsoft 365

  • Constant Contact

    New subscriber

    Triggers when a contact joins a list.

  • Constant Contact

    Campaign sent

    Triggers when a campaign goes out.

  • Constant Contact

    Unsubscribe

    Triggers when a contact opts out.

  • Constant Contact

    Add contact

    Add or update a contact on a list.

  • Constant Contact

    Remove from list

    Take a contact off a list.

  • Constant Contact

    Tag contact

    Apply a tag for segmentation.

  • Microsoft 365

    New email in Outlook

    Triggers when a new email arrives in Outlook.

  • Microsoft 365

    New calendar event

    Triggers when a new event is added to a calendar.

  • Microsoft 365

    New file in OneDrive

    Triggers when a file is added to OneDrive.

  • Microsoft 365

    Send email

    Send a new email from your Outlook account.

  • Microsoft 365

    Create event

    Add a new event with attendees and reminders.

  • Microsoft 365

    Upload file to OneDrive

    Add a file to a OneDrive folder.

  • Microsoft 365

    Create document in Word

    Create a Word document with starter content.

Common questions

How does Caddi connect Constant Contact and Microsoft 365?

Constant Contact and Microsoft 365 just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Constant Contact and Microsoft 365 end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Constant Contact and Microsoft 365 to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Constant Contact + Microsoft 365 loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Constant Contact and Microsoft 365?

Drop your work email and we'll show you Caddi running end-to-end against Constant Contact, Microsoft 365, and the rest of your stack.