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Insightly logoInsightly logo
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Insightly + Microsoft Outlook

Insightly + Microsoft Outlook

Insightly + Microsoft Outlook integrations

Send emails in Microsoft Outlook for new records in Insightly

When a new record appears in Insightly, stay informed instantly with an email notification from your Microsoft Outlook. This efficient workflow ensures you never miss an important update from your CRM, saving your time and boosting your productivity. Get started now to experience better coordination and effortless communication within your team.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a new record is created.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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Start free with email
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More things you can do with Insightly and Microsoft Outlook

Discover other triggers and actions you can use with Insightly and Microsoft Outlook

    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Action
    Write
    • Insightly Object
      Required
    • Search By
      Required
    • Search Value
      Required
    Action
    Search
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Action
    Write
    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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