Microsoft Outlook + Virtuous CRM

Send emails in Microsoft Outlook for new or updated gifts in Virtuous CRM

Stay on top of your donor management with this convenient automation between Virtuous CRM and Microsoft Outlook. When a new or updated gift is recorded in Virtuous CRM, an email will be sent via Microsoft Outlook to keep you informed. This seamless workflow ensures you never miss an important update and helps you maintain strong relationships with your supporters.

When this happens...
New or Updated Gift
Triggers when a gift is created and/or updated.
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
ActionWrite

Start free with email

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Start free with email

Start free with Google

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Supported triggers and actions

What does this mean?

- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
Action
Write
- Task TypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
Action
Write
- Contact IdRequired
- Gift TypeRequired
- Gift DateRequired
- Gift AmountRequired
- Batch
- Notes
- Is Tax Deductible
- Is Private
- Receipt Date
- Receipt Segment Id
- Segment Id
- Cash Accounting Code
- Tribute
- State
- Project Id
- Project Amount
- Premium Id
- Premium Quantity
- Transaction Source
- Transaction Id
Action
Write

- Contact ID
- Email Address
- Reference Source
- Reference Id
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It

- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

- Contact note status
Trigger
Instant
Try It
- Gift status
Trigger
Instant
Try It
- Tag NameRequired
- Contact idRequired
Action
Write
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
- Reference Id
- Reference Source
Action
Write
- Contact IdRequired
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Description
- Website
- Origin Segment Id
- Marital Status
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
Action
Search or write
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

About Microsoft Outlook

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

Learn more Help

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Learn more Help

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Microsoft Outlook + Virtuous CRM

Send emails in Microsoft Outlook for new or updated gifts in Virtuous CRM

New or Updated Contact

Contact status

New Form Submission

Create Contact Note

TypeRequired

NoteRequired

Note date time

Important

Private

Time spent

Create Task

Task TypeRequired

TaskRequired

Description

Due Date TimeRequired

OwnerRequired

Create Gift

Contact IdRequired

Gift TypeRequired

Gift DateRequired

Gift AmountRequired

Batch

Notes

Is Tax Deductible

Is Private

Receipt Date

Receipt Segment Id

Segment Id

Cash Accounting Code

Tribute

State

Project Id

Project Amount

Premium Id

Premium Quantity

Transaction Source

Transaction Id

Find a Contact

Contact ID

Email Address

Reference Source

Reference Id

Calendar Event Start

Calendar

Time BeforeRequired

Time Before (Unit)Required

New Calendar Event

Calendar

New Email

Shared Inbox

New Flagged Email

Updated Calendar Event

Calendar

Create Contact

Contact Folder

First NameRequired

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

File As

Personal Notes

Street

City

State

Postal Code

Country or Region

Street

City

State