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Integrate Microsoft Outlook with Freshworks CRM

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

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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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Microsoft Outlook + Freshworks CRM

  • Microsoft Outlook Integration Freshworks CRM Integration

    Microsoft Outlook + Freshworks CRM

    Create Contact to Freshworks CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Microsoft Outlook Integration Freshworks CRM Integration

    Microsoft Outlook + Freshworks CRM

    Create Note to Freshworks CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Microsoft Outlook Integration Freshworks CRM Integration

    Microsoft Outlook + Freshworks CRM

    Create Account to Freshworks CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Microsoft Outlook Integration Freshworks CRM Integration

    Microsoft Outlook + Freshworks CRM

    Add Appointment in Freshworks CRM when New Contact is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Microsoft Outlook Integration Freshworks CRM Integration

    Microsoft Outlook + Freshworks CRM

    Create Task to Freshworks CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Microsoft Outlook + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

How Microsoft Outlook & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (2 minutes)

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

Integration of Microsoft Outlook and Freshworks CRM

Microsoft Outlook is one of the most used email platform for business and personal use. It is used by almost every operating system of Microsoft. It has a great integration of new features with previous versions. It has new features like task list, calendar, contacts, notes, and journal. Freshworks CRM also has amazing features integrated into it. It has features like service desk, customer support, social media manager, sales, marketing, project management, etc. There are many benefits of an integration of these two platforms like the automation of workflows, sharing data between users, improving productivity of user, easier customer engagement.

Integration of Microsoft Outlook and Freshworks CRM

The integration of Microsoft Outlook and Freshworks CRM can be done using the Zapier integration. There are four Zapier integrations like task list to Freshworks CRM, calendar to Freshworks CRM, contacts to Freshworks CRM, notes to Freshworks CRM. The first integration is task list to Freshworks CRM. When there is a new email in Outlook task list with certain keywords then it gets added to Freshworks CRM as tasks. The second integration is calendar to Freshworks CRM. If there is any changes made in calendar in Outlook then it gets reflected in Freshworks CRM as tasks. The third integration is contacts to Freshworks CRM. If there is any changes made in contacts then it gets reflected in Freshworks CRM as tasks. The fourth integration is notes to Freshworks CRM. If there is any changes made in notes then it gets reflected in Freshworks CRM as tasks.

Benefits of Integration of Microsoft Outlook and Freshworks CRM

The benefits of the integration of Microsoft Outlook and Freshworks CRM are easy automation of workflows, sharing data between users, improving productivity of user, easier customer engagement. When the integration is done through Zapier then automatically the workflows are automated which are used to manage customer queries. The data between users are shared that helps in making them more productive. It becomes easier for the user to handle customer queries because both platforms are connected at times instantly they can fix issues.

In conclusion it can be said that the integration of Microsoft Outlook and Freshworks CRM can be very beneficial for your organization because it will improve your productivity, make your work easier and also make your customer engagements easier.

The process to integrate Microsoft Outlook and Freshworks CRM 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.