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Zapier makes it easy to integrate Microsoft Outlook with Simpro - no code necessary. See how you can get setup in minutes.
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Microsoft Outlook
Microsoft Outlook
1. Choose trigger event
Simpro
Simpro
2. Choose action
1. Select the event
Setup
Test
Microsoft Outlook
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Attach File to Job" in Simpro.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Simpro, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Title
Given Name
Required
Family Name
Required
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
Cell Phone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Site
Required
Customer Contact
Lead Name
Additional Contacts
Site Contact
Description
Notes
Follow Up Date
Tags
Sales Person
Project Manager
Forecast Estimated Price
Forecast Probability of Sale
Forecast Expected Due Date Month
Forecast Expected Due Date Year
Status ID
Cost Center
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Staff
Required
Date
Start Time
Required
End Time
Required
Schedule Rate
Required
Notes
Locked
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job
Required
Customer
Site
Customer Contract
Customer Contact
Additional Contacts
Site Contact
Order Number
Request Number
Name
Description
Notes
Date Issued
Due Date
Due Time
Completed Date
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
STCs Eligible
VEECs Eligible
STC Value
VEEC Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Order No
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Address
City
State
Postal Code
Country
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Phone
Cell Phone
Alt Phone
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given Name
Required
Family Name
Fax
Department
Position
Notes
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
ID
Company Name
Required
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Outlook and Simpro with AI agents and code
Beyond Zap workflows. Call Microsoft Outlook and Simpro actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Outlook and Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Attach File to Job
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Microsoft Outlook and Simpro to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Microsoft Outlook on the Zapier blog
Make work flow with AI
Level up your Microsoft Outlook to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Outlook + Simpro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Simpro
What is required to set up the integration between Microsoft Outlook and Simpro?
To set up the integration, you need active accounts on both Microsoft Outlook and Simpro. Additionally, access to our integration platform is required. You will configure triggers from Outlook such as receiving emails or calendar events, which can initiate actions in Simpro like creating tasks or updating project statuses.
Can I automate my calendar events from Outlook to reflect in Simpro?
Yes, by setting up a trigger for new or updated calendar events in Outlook, our integration can automatically create corresponding jobs or appointments in Simpro, ensuring your schedule is synchronized across platforms.
What types of email triggers can be used within this integration?
Within the integration, you can set email receipt or specific sender emails as triggers. These events can prompt actions such as creating leads or sending notifications through Simpro, keeping your CRM system updated.
How does this integration handle task management between the two applications?
You can configure rules where tasks created in Outlook are automatically synced with your tasks in Simpro. This ensures that updates on either platform trigger corresponding updates on the other side.
Is it possible to send automated responses from Outlook based on actions taken in Simpro?
Yes, you can set up actions that automate responses within Outlook triggered by certain activities completed in Simpro, like job completions or invoice generations.
Are there any security concerns I should be aware of when integrating these services?
While integrating Microsoft Outlook with Simpro through our platform, data transmission is secured using encryption. It is important to ensure that all user permissions are properly managed to avoid unwanted access.
Can I customize what data gets synchronized between Outlook and Simpro?
Flexibility is at the core of our integrations; you can choose specific fields and conditions under which data synchronization happens between Outlook and Simpro. This customization allows tailored workflows fitting your business needs.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
