Integrating Zoho CRM with Microsoft Outlook by AI Agents and Assistants

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

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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.

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.

Integrations for Microsoft Outlook
Microsoft Outlook Alternatives

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Connect Zoho CRM + Microsoft Outlook in easier way

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

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New or Updated Module Entry

    Triggers instantaneously when an entry is created or modified in the specified module.

  • New or Updated Contact

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

  • 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 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.)

  • 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.

How Zoho CRM & Microsoft Outlook Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Automate.

    (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 Zoho CRM to Microsoft Outlook.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 14, 2024, 8:17 pm
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