Integrate Microsoft Outlook with Apptivo

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

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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.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best Microsoft Outlook and Apptivo Integrations

  • Microsoft Outlook Integration Apptivo Integration

    Microsoft Outlook + Apptivo

    Add Employee in apptivo when New Contact is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Apptivo Integration Add Employee
  • Microsoft Outlook Integration Apptivo Integration

    Microsoft Outlook + Apptivo

    Create Lead to apptivo from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Apptivo Integration Create Lead
  • Microsoft Outlook Integration Apptivo Integration

    Microsoft Outlook + Apptivo

    Create Opportunity to apptivo from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Microsoft Outlook Integration Apptivo Integration

    Microsoft Outlook + Apptivo

    Create Case to apptivo from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Apptivo Integration Create Case
  • Microsoft Outlook Integration Apptivo Integration

    Microsoft Outlook + Apptivo

    Create Contact to apptivo from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Apptivo Integration Create Contact
  • Microsoft Outlook Integration {{item.actionAppName}} Integration

    Microsoft Outlook + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Outlook + Apptivo in easier way

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

    Triggers
  • 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • 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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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

How Microsoft Outlook & Apptivo Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Apptivo 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 Microsoft Outlook to Apptivo.

    (2 minutes)

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

Integration of Microsoft Outlook and Apptivo

If you are facing the problem of managing the business tasks, contacts, emails, and calendar for your business, Apptivo is the perfect spution for you. The software has an effective integration with Microsoft Outlook which enables you to store all your emails, contacts, calendars, notes, tasks, etc. in an organized way. You can easily access all your data on any device that supports the Internet. So you do not need to worry about losing your important data while changing devices.

Apptivo is a cloud-based software that helps you to manage your business efficiently. The software is compatible with Windows, Mac, iOS, or Android. It has an effective integration with Microsoft Outlook which enables you to store all your emails, contacts, calendars, notes, tasks, etc. in an organized way. You can easily access all your data on any device that supports the Internet. So you do not need to worry about losing your important data while changing devices.

The software provides a wide range of features to manage your tasks and projects effectively. It helps you to create tasks with due date through email. If you receive an email for new task assignment, it will be added to your task list automatically. And when you complete the task, an email is sent to the assigned person. The software provides you the option to attach files to the email like PDFs or images or videos or file fpders. You can also add attachments in bulk at once. To make your work easier, the software allows you to set reminders in advance for certain tasks. Reminders can be set for days, weeks, months, etc. in advance. While setting reminders in advance, you can also send an email to yourself when you forgot about that task.

You can easily drag and drop the tasks into different categories like “Today”, “Next 7 Days”, “Next 30 Days”, “Someday/Maybe” etc. It gives you an option to assign multiple tasks to one another so that they are merged into one big task with combined due dates and attached files. You can also create recurring tasks in Apptivo which makes it easy for you to repeat similar tasks every week or month or year etc. Recurring tasks can be set to repeat daily, weekly or monthly etc. The software also offers an option of customizing the recurring tasks according to your requirement. Apptivo also allows you to create meetings and conference calls with people from different countries. In case you get a meeting request from someone who uses Microsoft Outlook, Apptivo will add that meeting request to your calendar automatically. It also lets you add it manually if necessary.

In short, Apptivo is a great software for managing tasks and projects of a small business or a team within a company. It has a simple interface and easy-to-use features which make it a perfect choice for users who do not want to spend time learning how to use a new software.

The process to integrate Microsoft Outlook and Apptivo 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.