Integrate Microsoft Outlook with Customerly

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

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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 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.

Want to explore Microsoft Outlook + Customerly quick connects for faster integration? Here’s our list of the best Microsoft Outlook + Customerly quick connects.

Explore quick connects
Connect Microsoft Outlook + Customerly in easier way

It's easy to connect Microsoft Outlook + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 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.

How Microsoft Outlook & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Microsoft Outlook and Customerly

Microsoft Outlook

Microsoft Outlook is an email and contacts management application. It was developed by Microsoft and released in 1982. Microsoft Outlook is used as a personal information manager that helps users manage email messages and improve their productivity. With the use of this program, users can schedule meetings, take notes, manage contacts and events. In addition, Microsoft Outlook allows users to send out emails and to add files. Furthermore, it also has a calendar, task list, journal and notebook.


Customerly is a loyalty service that allows its users to manage their loyalty cards at one central place. With the use of this platform, users are able to earn rewards from their favorite brands and stores. Moreover, they are able to track their spending and redeem rewards at the same time.

Integration of Microsoft Outlook and Customerly

Because of the convenience of using Customerly, it is only natural for anyone who uses Microsoft Outlook to integrate it with Customerly. This integration will allow users to access Customerly without having to go through many steps. All they have to do is click on the link provided by Customerly and Microsoft Outlook will automatically open up and give them access to Customerly. The integration of these two platforms makes it made convenient for users because they do not need to log in to different platforms. They only need to log in once and they will be able to access everything they need in Customerly.

Benefits of Integration of Microsoft Outlook and Customerly

The integration of these two platforms will benefit their users in various ways. For instance, it will help them save time when they need to do something within Customerly or when they want to check how many points they have on their loyalty cards. It will also help them keep track of their expenditure more easily because all the information needed will be located in one place. It will also help them keep their loyalty programs organized so that they will not have any trouble with their earnings. As a result, integration of these two platforms will increase their productivity and make it easier for them to manage the loyalty programs they have with their favorite stores or brands.

With the use of the integration of Microsoft Outlook and Customerly, people will no longer have to waste time trying to find the best way to access loyalty platforms because there is now an easier way to do so. Instead of going through different menus, all they need to do is log in once and they can gain access to all the necessary information about their loyalty programs by simply clicking on a link provided by Customerly.

The process to integrate Microsoft Outlook and Customerly 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm