Integrate Microsoft Outlook with Zoho CRM

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Microsoft Outlook and Zoho CRM Integrations

  • Microsoft Outlook Integration Zoho CRM Integration

    Microsoft Outlook + Zoho CRM

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

    Microsoft Outlook + Zoho CRM

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

    Microsoft Outlook + Zoho CRM

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

    Microsoft Outlook + Zoho CRM

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

    Microsoft Outlook + Zoho CRM

    Create/Update Lead to Zoho CRM from New Email in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Email
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Microsoft Outlook + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How Microsoft Outlook & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Microsoft Outlook and Zoho CRM

Microsoft Outlook is a personal information manager that allows user to manage their email messages, calendar, contacts and tasks from one place. It is a client application where the users can access their email accounts, calendar and contact list through the internet or through an email account. On the other hand, Zoho CRM is a customer relationship management spution which allows businesses to integrate all data about their customers in one place. Zoho CRM has a wide range of features that help businesses to monitor their sales and marketing activities.

Integration of Microsoft Outlook and Zoho CRM

Zoho exchange allows Microsoft Outlook users to sync their email accounts with Zoho CRM. This integration makes it easy for small businesses to track leads and convert them into customers. The integration of Microsoft Outlook and Zoho CRM provides automatic email address cplection, lead scoring and automated fplow-up emails. The integration of Microsoft Outlook and Zoho CRM ensures that you are able to send emails, create cases, assign leads etc. all from inside Zoho CRM.

Benefits of Integration of Microsoft Outlook and Zoho CRM

Integration of Microsoft Outlook and Zoho CRM allows you to manage your contacts, leads, projects, tasks and calendar all from one place. Businesses can also keep track of their sales pipeline, convert leads into customers and receive reports on the progress of their sales funnel. With the integration of Microsoft Outlook and Zoho CRM, you can also automate your applications by creating triggers for all incoming emails. With this integration, you can also set reminders for your pending emails as well as emails from your clients. You can also have multiple email accounts that can be added to Zoho CRM such as Gmail, Yahoo! Mail etc. In addition to this, you can also add your Facebook account to Zoho CRM using the social login feature.

In conclusion, if you want to give your business an edge in the competitive market then it is important that you integrate Microsoft Outlook and Zoho CRM. The integration of Microsoft Outlook and Zoho CRM will enable you to enhance your business productivity as you will no longer require two different software to manage your personal and professional emails.

The process to integrate Microsoft Outlook and Zoho 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.