Connect Microsoft Outlook and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact
New Email
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use Microsoft Outlook and Close automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact
Trigger when new contact is created
New Email
Triggers when new email is created.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create Contact
Creates a new contact.
Create Draft Email
Create a new draft email
Create Event
Create an event in specified calendar
Delete Event
Delete an existing event
Send Email
Send an email from your outlook account
Update Contact
Update an existing contact
Know More About Microsoft Outlook and Close Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Step by step guides to integrate Microsoft Outlook and Close
Frequently Asked Questions
To start, connect both your Microsoft Outlook and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Close (or vice versa).
Absolutely. You can customize how Microsoft Outlook data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Outlook and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Outlook and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.