Connect Evolved Metrics CRM and Microsoft Outlook to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Evolved Metrics CRM.

Add your action

An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.

You’re connected!

Zapier seamlessly connects Evolved Metrics CRM and Microsoft Outlook, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Contact ID
  Required
- Performed On
  Required
- Summary
  Required
- Activity Type ID
  Required
Action
Write
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It

- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It

- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to Delete
  Required
Action
Write
- Email ID
  Required
- To Recipients
  Required
- Comment
- Send From
Action
Write
- Email ID
  Required
- Comment
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

New Followup
Triggers when a new followup has been scheduled.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Event
  Required
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Draft Email ID
  Required
- Send From
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Evolved Metrics CRM and Microsoft Outlook to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Outlook on the Zapier blog

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Learn about AI automation

About Evolved Metrics CRM

An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.

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Related categories

CRM (Customer Relationship Management)

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About Microsoft Outlook

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

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Related categories

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