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Integrate Customerly with Microsoft Outlook

Appy Pie Connect allows you to automate multiple workflows between Customerly and Microsoft Outlook

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Microsoft Outlook Integrations
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Best ways to Integrate Customerly + Microsoft Outlook

  • Customerly  Integration Microsoft Outlook Integration

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    Create Contact to Microsoft Outlook from New Lead in Customerly Read More...
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    Send Email in Microsoft Outlook when New Lead is created in Customerly Read More...
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  • Customerly  Integration Microsoft Outlook Integration

    Customerly + Microsoft Outlook

    Create Event to Microsoft Outlook from New Lead in Customerly Read More...
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    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Microsoft Outlook Integration Create Event
  • Customerly  Integration Microsoft Outlook Integration

    Customerly + Microsoft Outlook

    Delete Event in Microsoft Outlook when New Lead is created in Customerly Read More...
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  • Customerly  Integration Microsoft Outlook Integration

    Customerly + Microsoft Outlook

    Create Contact to Microsoft Outlook from New User in Customerly Read More...
    Close
    When this happens...
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  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

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Connect Customerly + Microsoft Outlook in easier way

It's easy to connect Customerly + Microsoft Outlook without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Microsoft Outlook Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Outlook as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Microsoft Outlook.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Microsoft Outlook

Customerly is a cloud based CRM software that provides businesses with the essential tops to manage and track their customers. Customerly helps users to increase productivity and enhance customer relationships. It functions as a CRM top for small and medium businesses. It helps users to manage customer data and prioritize it and also help them to improve customer relationships and monitor customer behavior. Customerly comes with a dashboard that enables users to manage customer information and monitor their performance.

Microsoft Outlook is a desktop email client, calendar app and personal organization top developed by Microsoft. It is primarily used as an email client for people who use Microsoft Exchange as their Internet service provider (ISP. The client is also known as Outlook Express or simply as MSOE or OE to distinguish it from other email clients from Microsoft such as Outlook and Entourage. Outlook’s first version was released in 1983 as PC Mail and was spd to Lotus Software in 1988 and then to Microsoft in 1997, which was first included as part of MS Office 97 and then as a separate program called Microsoft Outlook XP.

Integration of Customerly  Microsoft Outlook

Both Customerly  Microsoft Outlook are different tops that provide different services. However, thanks to the application of the platform approach, integration of these two programs can lead to efficient management of customer relationships. Some of the benefits of integration are:

  • Unlike traditional email platforms which cannot provide effective management of incoming emails, both Customerly  Microsoft Outlook provide users with the ability to organize incoming emails.
  • Integration of Customerly  Microsoft Outlook is helpful in increasing efficiency since it increases coordination between employees with improved information exchange. These two applications are capable of providing integrated system that allows user to stay updated on what is happening with the customer even when they are outside the company premises.
  • Integration of Customerly  Microsoft Outlook creates an organized system where all the information about the customer is available in one place. This makes it possible for users to know more about their customers without having to go through several different applications or web sites. This way, time can be saved since users no longer have to go through different sources to gather information about the customer.
  • Integration of Customerly  Microsoft Outlook helps users to save time since they need not waste time doing repetitive tasks. For instance, data input is faster because of automation, thus saving time for other important tasks. Moreover, the idea behind integration is that more than one employee can access the same data at the same time. This means that instead of duplicating data entry, more than one user can access the same data stored on the system, thus saving time and increasing efficiency.
  • Integration of Customerly  Microsoft Outlook reduces the number of errors that occur due to duplication of work or inaccurate data entry for instance, since multiple people can access the same data at the same time, there is no need for duplication of work, thus reducing the chance of errors occurring due to incorrect data entry for example, wrong spelling of names or addresses among others. Besides this, automated data entry also increases efficiency since it eliminates the need for redundant data entry.

Customerly  Microsoft Outlook can be integrated to increase efficiency among businesses since it provides users with better management of their customer information, thus improving customer relationship.

The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.