Microsoft Outlook
When this happens...
UPilotNew Task

Creating your tasks in your Microsoft Outlook calendar as well when you create one in UPilot? With the Zapier integration, you can automatically create events in your Microsoft Outlook calendar whenever a new task is created in UPilot. That way you'll know all of the tasks you need to complete along with the events and meetings that are on your schedule.

Note: This integration doesn't create events for already existing UPilot tasks, but only new ones after you've set it up.

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It's easy to connect Microsoft Outlook + UPilot and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email

Triggers when a new e-mail is received in your inbox.

Send Email

Send an email from your Outlook account.

Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

Create Event

Create an event in the calendar of your choice.

New Deal

Triggers when a new deal is created.

Create Contact

Creates a new contact.

New Person

Triggers when a new person is created.

Create Draft Email

Creates a draft of an email that can then be reviewed and sent out.

New Task

Triggers when a new task is created.

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

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UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

See UPilot Integrations