Freshsales Suite + Microsoft Outlook

Create new Freshsales Suite deals from new Microsoft Outlook messages in folder

Streamline your sales process with this efficient workflow. When a new message arrives in a designated folder in your Microsoft Outlook, it immediately initiates the creation of a deal in your Freshsales Suite. This seamless automation not only saves you valuable time but also ensures every potential lead is promptly addressed, thereby enhancing your business productivity.

When this happens...
New Message in Folder
Triggers when a new new message in folder is created.
TriggerScheduled
automatically do this!
Create Deal
Creates a new deal.
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
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It

- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- 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
- EventRequired
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
- Attendees
- Categories
- Location
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

- 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
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- 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
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- 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
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Outlook

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

Learn more Help

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + Microsoft Outlook

Create new Freshsales Suite deals from new Microsoft Outlook messages in folder

Calendar Event Start

Calendar

Time Before (Unit)Required

New Calendar Event

Calendar

New Email

Shared Inbox

New Flagged Email

Updated Calendar Event

Calendar

Create Contact

Contact Folder

First NameRequired

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

File As

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

Delete Event

EventRequired

Update Calendar Event

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

Attendees

Categories

Location

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Contact

Contact Folder

First Name

Last Name

Email

Contacts Added to a List

Filter NameRequired

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal