Freshsales Suite + Microsoft Outlook Integrations

How to connect Freshsales Suite + Microsoft Outlook

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Add new contacts in Microsoft Outlook to Freshworks CRM
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Microsoft Outlook + Freshsales Suite

Add new contacts in Microsoft Outlook to Freshworks CRM

Details

Try it

Microsoft Outlook + Freshsales Suite

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Supported triggers and actions

What does this mean?

- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
  Title of the appointment
- Description
  Description of the appointment
- From DateRequired
  Timestamp that denotes the start of appointment/ Start date if this is an all day appointment. Supported formats and for dynamic field mapping
- End DateRequired
  Timestamp that denotes the end of appointment/ End date if this is an all day appointment. Supported formats and for dynamic field mapping
- Deal IdRequired
  ID of deal against whom appointment has been created.
- Location
  Location of the appointment.
- Time Zone
- Attendees EmailRequired
Action
Write
- Enter the deal IdRequired
  Id denotes against which deal entity note has been created.
- NoteRequired
Action
Write
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Write

- Update ByRequired
- Enter Email / Contact IDRequired
  Email / Contact ID for which the update action to be performed.
Action
Write
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search

- EmailRequired
Action
Search
- EmailRequired
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Search or write
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Shared Inbox
  Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
- SubjectRequired
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- All Day Event?
  If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.
- Description
  Allows HTML
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Contact Folder
  If empty, the dropdown below will only show contacts in your top level contactFolder.
- ContactRequired
- First Name
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when updating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when updating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when updating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- 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
- Api Docs Info
  API docs for Microsoft Outlook are located here https://docs.microsoft.com/en-us/graph/use-the-api
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- 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

- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
  E-mail address or ID of the Contact.
- NoteRequired
Action
Write
- Name
  The name of the account that will be created.
Action
Write
- Name
  The name of the deal that will be created.
- Deal Value
  The value of the deal that will be created.
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Name /Contact ID / Email / Phone NoRequired
Action
Search
- Search ByRequired
- Enter Name /Contact ID / Email / Phone NoRequired
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Search or write
- Calendar
  If empty, will default to your default calendar.
- Time BeforeRequired
  How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Contact Folder
  To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- 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
- From Email
  Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Contact Folder
  If empty, will search for contacts in the default Contacts folder.
- First Name
- Last Name
- Email
Action
Search

How Freshsales Suite + Microsoft Outlook Integrations Work

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

Connect apps

Connect Freshsales Suite + Microsoft Outlook

Microsoft Outlook Tutorials

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more

Related categories

CRM (Customer Relationship Management)

About Microsoft Outlook

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

Learn more

Related categories

Similar apps

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Freshsales Suite + Microsoft Outlook Integrations

How to connect Freshsales Suite + Microsoft Outlook

Add new contacts in Microsoft Outlook to Freshworks CRM

Add new contacts in Microsoft Outlook to Freshworks CRM

Connect your apps and automate workflows

New Account

New Contact - V1.0

Filter NameRequired

Add Meeting to Deal

TitleRequired

Description

From DateRequired

End DateRequired

Deal IdRequired

Location

Time Zone

Attendees EmailRequired

Add Note to Deal

Enter the deal IdRequired

NoteRequired

Create Contact

First Name

Last Name

Work Number

Mobile Number

Emails

Update Contact

Update ByRequired

Enter Email / Contact IDRequired

Find Deal

Find ByRequired

Enter Name / Deal IDRequired

Find Contact by Email

EmailRequired

Search the matching Contacts

EmailRequired

First Name

Last Name

Work Number

Mobile Number

Emails

New Calendar Event

Calendar

New Email

Shared Inbox

Create Event

Calendar

SubjectRequired

Start Date & TimeRequired

End Date & TimeRequired

All Day Event?

Description

Show me as Free or Busy

Create Draft Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

Update Contact

Contact Folder

ContactRequired

First Name

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

Personal Notes

Street

City

State

Postal Code

Country or Region