LeadSimple + Microsoft Outlook
Create new LeadSimple leads from new Microsoft Outlook attachments
Establish a seamless workflow between Microsoft Outlook and LeadSimple with this automation. Whenever you receive a new attachment in your Outlook inbox, this workflow creates a new lead in LeadSimple instantly. This integration can save you valuable time and make sure all your important contacts are immediately added as leads in your sales process. Say goodbye to the manual entry and streamline your lead management effortlessly.
Establish a seamless workflow between Microsoft Outlook and LeadSimple with this automation. Whenever you receive a new attachment in your Outlook inbox, this workflow creates a new lead in LeadSimple instantly. This integration can save you valuable time and make sure all your important contacts are immediately added as leads in your sales process. Say goodbye to the manual entry and streamline your lead management effortlessly.
- When this happens...
New AttachmentTriggers when there is a new attachment.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Call Completed
Triggers when a new call is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Changes Stage
Triggers when a lead changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Is Reassigned
Triggers when a lead is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Outbound Conversation Created
Triggers when an outbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Changes Tags
Triggers when a process changes tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Reassigned
Triggers when a process is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Name
Comments
PipelineRequired
StageRequired
Source
Assignee
Tags
Created At
Closed At
Cost
Value
Num Units
Full Name
Email Addresses
Company Name
Mobile Phone Number
Office Phone
Home Phone
Mailing Address
Mailing Address City
Mailing Address State
Mailing Address Zip Code
Street Address
City
State
Zip Code
Property Type
Bathrooms
Bedrooms
Occupancy
Square Feet
Estimated Rent
Lease start date
Lease end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Comments
Process TypeRequired
StageRequired
User
Tags
Due At
Property
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Assignee
Status
Snooze Expiration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process TypeRequired
ProcessRequired
Name
Comments
Tags
Stage
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
UnitRequired
Unit Number
Num Bedrooms
Num Bathrooms
Occupancy
Square Feet
Estimated Rent
Delinquent Rent
Lease Start Date
Lease End Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Shared Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Flag ActionRequired
Shared Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Mark asRequired
Shared Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ImportanceRequired
Shared Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appContact 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead Changes Pipeline
Triggers when a lead changes pipelines.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Changes Tags
Triggers when a lead's tags change.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Opens Email
Triggers when a lead opens email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Conversation Created
Triggers when an inbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Changes Stage
Triggers when a process changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Created
Triggers when a new process is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.From NumberRequired
To NumberRequired
Call Duration (in seconds)
Call Recording URL
Description
Outcome
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Note TextRequired
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProcessRequired
Note TextRequired
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
First Name
Last Name
Company/Secondary Name
Email Addresses
Mobile Phone Number
Home Phone Number
Office Phone Number
Mailing Address
Mailing Address City
Mailing Address State
Mailing Address Zip Code
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
LeadRequired
Name
Comments
Tags
Stage
Assignee
Num Units
Contact IDs
Property IDs
Unit IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
Property Type
Address Line 1
Address City
Address State
Address Zip Code
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcess Type
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPropertyRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About LeadSimple
Related categories
