Connect Microsoft Outlook and Salesflare
Integrate Microsoft Outlook with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find account in Salesflare when When a new contact is created in Microsoft Outlook
Find Contact in Salesflare when When a new contact is created in Microsoft Outlook
Find Opportunity in Salesflare when When a new contact is created in Microsoft Outlook
Find Person in Salesflare when When a new contact is created in Microsoft Outlook
Find Pipeline Stage in Salesflare when When a new contact is created in Microsoft Outlook
Popular Microsoft Outlook + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find account in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowFind Contact in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowFind Opportunity in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowFind Person in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowFind Pipeline Stage in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowFind User in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowFind a Workflow in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowAdd Contact to Account in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowAdd User to Account in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowCreate Account in Salesflare when When a new contact is created in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Outlook and Salesflare.
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.
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
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 Salesflare 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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Outlook and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Microsoft Outlook triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Outlook and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
