Microsoft Outlook + Method CRM Integrations

How to connect Microsoft Outlook + Method CRM

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Popular Microsoft Outlook + Method CRM workflows

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Add Method activities from new Microsoft Outlook events
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Microsoft Outlook + Method CRM
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When this happens
Step 1: Calendar Event Start
Then do this
Step 2: Find Contact
Then do this
Step 3: Add Activity
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Add Method activities from new Microsoft Outlook events
Add Method activities from new Microsoft Outlook events
Microsoft Outlook + Method CRM

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Supported triggers and actions

What does this mean?

Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
Trigger
Scheduled
New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Scheduled
New Contact
Triggers when a new contact is added to your account
Trigger
Scheduled
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Scheduled
Updated Calendar Event
Triggers when an event is updated.
Trigger
Scheduled
Create Event
Create an event in the calendar of your choice.
Action
Write
Create Contact
Creates a new contact.
Action
Write
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

Step 1: Authenticate Microsoft Outlook and Method CRM.
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.