Connect Kylas CRM and Microsoft Outlook
Integrate Kylas 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 Contact in Kylas-crm
Create Draft Email in Microsoft Outlook when New Contact in Kylas-crm
Create Calendar Event in Microsoft Outlook when New Contact in Kylas-crm
Cancel Calendar Event in Microsoft Outlook when New Contact in Kylas-crm
Send Email via Microsoft Outlook when New Contact in Kylas-crm
Popular Kylas CRM + Microsoft Outlook flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
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 Contact in Kylas-crm
Use this flowCreate Draft Email in Microsoft Outlook when New Contact in Kylas-crm
Use this flowCreate Calendar Event in Microsoft Outlook when New Contact in Kylas-crm
Use this flowCancel Calendar Event in Microsoft Outlook when New Contact in Kylas-crm
Use this flowSend Email via Microsoft Outlook when New Contact in Kylas-crm
Use this flowUpdate Contact in Microsoft Outlook when New Contact in Kylas-crm
Use this flowFind Contacts in Microsoft Outlook when New Contact in Kylas-crm
Use this flowGet User Details in Microsoft-outlook when New Contact in Kylas-crm
Use this flowList Contact Folders from Microsoft Outlook when New Contact in Kylas-crm
Use this flowList Messages from Microsoft Outlook when New Contact in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Microsoft Outlook.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
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.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
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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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Kylas CRM and Microsoft Outlook workflows.
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About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
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 Kylas 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 Kylas 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 Kylas CRM triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook triggers actions in Kylas 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 Kylas 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 Kylas 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.
