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Act! + Microsoft Outlook

Create new Act! opportunities from new Microsoft Outlook emails

Turn new emails from your Microsoft Outlook account into fresh opportunities in the Act! app with this workflow. As soon as an email comes in, this automation creates an opportunity in Act!, ensuring no potential leads slip through the cracks. It's an efficient way to streamline your sales process and capitalize on every email received.

Turn new emails from your Microsoft Outlook account into fresh opportunities in the Act! app with this workflow. As soon as an email comes in, this automation creates an opportunity in Act!, ensuring no potential leads slip through the cracks. It's an efficient way to streamline your sales process and capitalize on every email received.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerScheduled
  2. automatically do this!
    Act!Act!
    Add Opportunity

    Creates a new opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
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About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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