Connect Microsoft Outlook and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact
New Email
Choose an Action
Automatically do this!
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Ready to use Microsoft Outlook and webCRM 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 Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity 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
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Step by step guides to integrate Microsoft Outlook and webCRM
Frequently Asked Questions
To start, connect both your Microsoft Outlook and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Microsoft Outlook data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Outlook and webCRM 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 webCRM. 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
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