Connect Salesmate and Microsoft Outlook
Integrate Salesmate with Microsoft Outlook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note in Salesmate when When a new contact is created in Microsoft Outlook
Create Activity in Salesmate when When a new contact is created in Microsoft Outlook
Create Company in Salesmate when When a new contact is created in Microsoft Outlook
Search User in Salesmate when When a new contact is created in Microsoft Outlook
Create Contact in Salesmate when When a new contact is created in Microsoft Outlook
Popular Salesmate + Microsoft Outlook flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesmate
When this happens...
- Request a new Trigger for Salesmate
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
Add Note in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowCreate Activity in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowCreate Company in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowSearch User in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowCreate Contact in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowCreate Deal in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowUpdate Activity in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowUpdate Company in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowUpdate Contact in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowUpdate Deal in Salesmate when When a new contact is created in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Salesmate and Microsoft Outlook.
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 Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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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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 Salesmate and Microsoft Outlook workflows.
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About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesmate 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 Salesmate 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 Salesmate triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook triggers actions in Salesmate. 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 Salesmate and Microsoft Outlook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesmate 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.
