Connect Microsoft Outlook and Apptivo CRM
Integrate Microsoft Outlook with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when When a new contact is created in Microsoft Outlook
List Cases from Apptivo CRM when When a new contact is created in Microsoft Outlook
List Leads from Apptivo CRM when When a new contact is created in Microsoft Outlook
List Customers from Apptivo CRM when When a new contact is created in Microsoft Outlook
List Contacts from Apptivo CRM when When a new contact is created in Microsoft Outlook
Popular Microsoft Outlook + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Outlook
When this happens...
When a new contact is created
When a new email is received
New Calendar Event Created
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when When a new contact is created in Microsoft Outlook
Use this flowList Cases from Apptivo CRM when When a new contact is created in Microsoft Outlook
Use this flowList Leads from Apptivo CRM when When a new contact is created in Microsoft Outlook
Use this flowList Customers from Apptivo CRM when When a new contact is created in Microsoft Outlook
Use this flowList Contacts from Apptivo CRM when When a new contact is created in Microsoft Outlook
Use this flowSearch Leads by Email ID in Apptivo CRM when When a new contact is created in Microsoft Outlook
Use this flowCreate Contact in Apptivo when When a new contact is created in Microsoft Outlook
Use this flowList Opportunities from Apptivo CRM when New Calendar Event Created in Microsoft Outlook
Use this flowList Cases from Apptivo CRM when New Calendar Event Created in Microsoft Outlook
Use this flowList Leads from Apptivo CRM when New Calendar Event Created in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Outlook and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Microsoft Outlook integrations.
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.
Create Calendar Event
Create a calendar event with title, date/time (or all-day), timezone, attendees, location, description, and optional reminders.
Cancel Calendar Event
Remove an event from your Outlook calendar.
Send Email
Send an email from your Outlook account, including importance level and optional custom headers.
Update Contact
Apply review fixes to Update Contact: add record selector label, update fields placeholder, conditionally show additional details group, and refactor folder/contact dropdowns to reusable components.
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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Learn how to automate Microsoft Outlook and Apptivo CRM workflows.
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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
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Outlook and Apptivo CRM 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 Microsoft Outlook and Apptivo CRM 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 Apptivo CRM. No coding required.
Yes. You can set up a workflow where Microsoft Outlook triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Microsoft Outlook. 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 Microsoft Outlook and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Outlook and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
