Connect OneHash CRM and Microsoft Outlook
Integrate OneHash CRM with Microsoft Outlook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Microsoft Outlook when New Record in OneHash CRM
Create Draft Email in Microsoft Outlook when New Record in OneHash CRM
Create Calendar Event in Microsoft Outlook when New Record in OneHash CRM
Cancel Calendar Event in Microsoft Outlook when New Record in OneHash CRM
Send Email via Microsoft Outlook when New Record in OneHash CRM
Popular OneHash CRM + Microsoft Outlook flows
Start from a real workflow other teams are already running.
Choose a trigger
OneHash CRM
When this happens...
New Record
record is created or updated
Choose an action
Microsoft Outlook
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Cancel Calendar Event
Send Email
Update Contact
Find Contacts
Get User Details
List Contact Folders
List Messages
List Events
List Contacts
List Mail Folders
Get Mail Folder Changes
Get Email Attachments
Forward Email
Move Email to Folder
Mark Email as Read or Unread
Flag Email
Create Contact in Microsoft Outlook when New Record in OneHash CRM
Use this flowCreate Draft Email in Microsoft Outlook when New Record in OneHash CRM
Use this flowCreate Calendar Event in Microsoft Outlook when New Record in OneHash CRM
Use this flowCancel Calendar Event in Microsoft Outlook when New Record in OneHash CRM
Use this flowSend Email via Microsoft Outlook when New Record in OneHash CRM
Use this flowUpdate Contact in Microsoft Outlook when New Record in OneHash CRM
Use this flowFind Contacts in Microsoft Outlook when New Record in OneHash CRM
Use this flowGet User Details in Microsoft-outlook when New Record in OneHash CRM
Use this flowList Contact Folders from Microsoft Outlook when New Record in OneHash CRM
Use this flowList Messages from Microsoft Outlook when New Record in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and Microsoft Outlook.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Create Contact
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
Create Draft Email
Create a draft email with subject, body, and recipients (To, CC, BCC); auto-detect HTML or plain-text body and accept comma- or semicolon-separated recipient lists.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate OneHash CRM and Microsoft Outlook workflows.
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About OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and Microsoft Outlook accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OneHash CRM and Microsoft Outlook as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Outlook. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook triggers actions in OneHash CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OneHash CRM and Microsoft Outlook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and Microsoft Outlook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
