• Microsoft Outlook logoMicrosoft Outlook logo
  • Method CRM logoMethod CRM logo

Microsoft Outlook + Method CRM Integrations

How to connect Microsoft Outlook + Method CRM

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  • Microsoft Outlook triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • Microsoft Outlook

    Send an email from your Outlook account.

    Scheduled

    Action

  • Microsoft Outlook

    Updates a contact.

    Scheduled

    Action

  • Microsoft Outlook

    Search for a contact.

    Scheduled

    Action

  • Microsoft Outlook

    this is the description.

    Scheduled

    Action

  • Method CRM

    Triggers when a new activity is added.

    Scheduled

    Trigger

  • Method CRM

    Triggers when a new contact is added.

    Scheduled

    Trigger

  • Method CRM

    Triggers when a new customer or customer lead is added.

    Scheduled

    Trigger

  • Method CRM

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Scheduled

    Trigger

  • Method CRM

    Triggers when a new opportunity is added.

    Scheduled

    Trigger

  • Method CRM

    Triggers when a new vendor is added.

    Scheduled

    Trigger

  • Method CRM

    Adds a new activity.

    Scheduled

    Action

  • Method CRM

    Adds a new contact to an existing entity.

    Scheduled

    Action

  • Method CRM

    Adds a new customer or customer lead

    Scheduled

    Action

  • Method CRM

    Adds a new customer/vendor or customer/vendor lead

    Scheduled

    Action

  • Method CRM

    Adds a new entry to a table.

    Scheduled

    Action

  • Method CRM

    Adds a new opportunity.

    Scheduled

    Action

  • Method CRM

    Finds an existing contact by entity full name, email or contact name.

    Scheduled

    Action

  • Method CRM

    Finds an existing customer or customer lead by full name or email.

    Scheduled

    Action

  • Method CRM

    Finds an existing customer/vendor or customer/vendor lead by full name or email.

    Scheduled

    Action

  • Method CRM

    Finds an existing vendor by full name or email.

    Scheduled

    Action

  • Method CRM

    Finds an existing contact by entity full name, email or contact name.

    Scheduled

    Action

  • Method CRM

    Finds an existing customer or customer lead by full name or email.

    Scheduled

    Action

  • Method CRM

    Finds an existing customer/vendor or customer/vendor lead by full name or email.

    Scheduled

    Action

How Microsoft Outlook + Method CRM Integrations Work

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

Microsoft Outlook Tutorials

microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

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method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

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