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  • Microsoft Outlook logoMicrosoft Outlook logo

Capsule CRM + Microsoft Outlook Integrations

How to connect Capsule CRM + Microsoft Outlook

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  • Capsule CRM triggers, actions, and search
    New or Updated Case
    Triggers when a given action is performed on a Case.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Opportunity
    Triggers when a given action is performed on an Opportunity.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a given action is performed on a Contact.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Task
    Triggers when a given action is performed on a Task.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    Create Case
    Creates a new Case.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Note to Entity
    Adds a Note to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Tag to Entity
    Adds a Tag to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Create Opportunity
    Creates a new Opportunity.
    Action
    Write
  • Capsule CRM

    Creates a new Person / Organisation.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Task.

    Scheduled

    Action

  • Capsule CRM

    Finds a Case.

    Scheduled

    Action

  • Capsule CRM

    Finds a Milestone.

    Scheduled

    Action

  • Capsule CRM

    Finds a Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Finds a Contact.

    Scheduled

    Action

  • Capsule CRM

    Find a Case, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Opportunity, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Contact, or Create if one does not exist.

    Scheduled

    Action

  • Microsoft Outlook

    Triggers at a specified time before an event in your calendar starts.

    Scheduled

    Trigger

  • Microsoft Outlook

    Triggers when a new event is created in your calendar.

    Scheduled

    Trigger

  • Microsoft Outlook

    Triggers when a new contact is added to your account

    Scheduled

    Trigger

  • Microsoft Outlook

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

    Scheduled

    Trigger

  • Microsoft Outlook

    Triggers when an event is updated.

    Scheduled

    Trigger

  • Microsoft Outlook

    Create an event in the calendar of your choice.

    Scheduled

    Action

  • Microsoft Outlook

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Outlook

    Creates a draft of an email that can then be reviewed and sent out.

    Scheduled

    Action

  • Microsoft Outlook

    Send an email from your Outlook account.

    Scheduled

    Action

  • Microsoft Outlook

    Updates a contact.

    Scheduled

    Action

  • Microsoft Outlook

    Search for a contact.

    Scheduled

    Action

  • Microsoft Outlook

    this is the description.

    Scheduled

    Action

How Capsule CRM + Microsoft Outlook Integrations Work

  1. Step 1: Authenticate Capsule CRM and Microsoft Outlook.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Microsoft Outlook Tutorials

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

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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.
Learn more

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