Loading

Microsoft Outlook + Zoho Books

Create new Zoho Books customers from new Microsoft Outlook contacts

Streamline your customer management process with this workflow. When you add a new contact in Microsoft Outlook, this automation will create a corresponding customer in Zoho Books. It simplifies your workflow and ensures every new contact is instantly reflected in your accounting platform. Experience seamless data management between Microsoft Outlook and Zoho Books with this easy-to-implement solution.

Streamline your customer management process with this workflow. When you add a new contact in Microsoft Outlook, this automation will create a corresponding customer in Zoho Books. It simplifies your workflow and ensures every new contact is instantly reflected in your accounting platform. Experience seamless data management between Microsoft Outlook and Zoho Books with this easy-to-implement solution.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • 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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

Similar apps

Gmail integrationsGmail integrations

Gmail

Email, Google
Zoho Mail integrationsZoho Mail integrations

Zoho Mail

Email, Zoho
zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories