Microsoft Outlook + Salpo CRM Integrations

How to connect Microsoft Outlook + Salpo 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
Salpo CRM
Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
Scheduled
Trigger
Salpo CRM
Triggers when a new custom module is created.
Scheduled
Trigger
Salpo CRM
Triggers when a new Contact is created (Individual or Organisation).
Scheduled
Trigger
Salpo CRM
Triggers when a new Opportunity is created.
Scheduled
Trigger
Salpo CRM
Creates a new Organisation
Scheduled
Action
Salpo CRM
Creates a new Individual
Scheduled
Action
Salpo CRM
Creates a new, In-progress Opportunity
Scheduled
Action
Salpo CRM
Schedules a Communication
Scheduled
Action
Salpo CRM
Add a file to a Contact record
Scheduled
Action
Salpo CRM
Add a file to a Custom Module record
Scheduled
Action
Salpo CRM
Link files to an Opportunity using the file URL.
Scheduled
Action
Salpo CRM
Finds Contacts by Custom Field value
Scheduled
Action
Salpo CRM
Retrieves all Opportunity details including products
Scheduled
Action
Salpo CRM
Creates a standard Communication to record previous notes
Scheduled
Action
Salpo CRM
Creates a Custom Connection between two Modules
Scheduled
Action
Salpo CRM
Creates a new record of a custom Module
Scheduled
Action
Salpo CRM
Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)
Scheduled
Action
Salpo CRM
Update Individuals or Organisations
Scheduled
Action
Salpo CRM
Search for a Contact and update a custom connection between Contacts or Modules
Scheduled
Action
Salpo CRM
Update custom Modules
Scheduled
Action
Salpo CRM
Update an Opportunity
Scheduled
Action
Salpo CRM
Finds a Contact by ID and returns all Contact information
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Find and retrieve a custom module record by ID. Returns standard and custom data.
Scheduled
Action
Salpo CRM
Find a file linked to a Module. Search files using the file label or name
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action

How Microsoft Outlook + Salpo CRM Integrations Work

Step 1: Authenticate Microsoft Outlook and Salpo 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.