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Capsule CRM + Microsoft Outlook

Create new Capsule CRM contacts from Microsoft Outlook contacts

Effortlessly keep your Microsoft Outlook and Capsule CRM contacts in sync with this seamless automation. Whenever you add a new contact in Microsoft Outlook, this workflow will instantly create a corresponding contact in Capsule CRM. Save time and ensure accurate information across both platforms, while eliminating manual data entry.

Effortlessly keep your Microsoft Outlook and Capsule CRM contacts in sync with this seamless automation. Whenever you add a new contact in Microsoft Outlook, this workflow will instantly create a corresponding contact in Capsule CRM. Save time and ensure accurate information across both platforms, while eliminating manual data entry.

  1. When this happens...
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 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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