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Zapier makes it easy to integrate Microsoft Outlook with Zoho CRM - no code necessary. See how you can get setup in minutes.

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Microsoft Outlook logo
Microsoft Outlook
Microsoft Outlook logo
Microsoft Outlook
1. Choose trigger event
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Zoho CRM
Zoho CRM logo
Zoho CRM
2. Choose action
Microsoft Outlook logo
1. Select the event
Setup
Test
Microsoft Outlook logo
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 "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Microsoft Outlook and Zoho CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Outlook + Zoho CRM 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 Zoho CRM

What is required to integrate Microsoft Outlook with Zoho CRM?

To integrate Microsoft Outlook with Zoho CRM, you need an active account in both services and the necessary permissions to connect them. You will also need access to our integration platform where the automation is configured. Specific triggers such as receiving an email in Outlook can initiate actions like creating or updating contacts in Zoho CRM.

Can I create a new contact in Zoho CRM when I receive an email in Outlook?

Yes, you can set up a trigger where receiving a new email in Outlook automatically creates a contact in Zoho CRM. Ensure the email address from Outlook matches your criteria and map the relevant fields correctly.

What happens if there is a duplicate contact when syncing between Microsoft Outlook and Zoho CRM?

If there is a duplicate contact detected during syncing, our integration allows you to choose whether to overwrite existing data or skip creating/updating that specific entry. This configuration helps manage duplicates efficiently.

How do updates reflect when modifying data in either Microsoft Outlook or Zoho CRM?

When you modify data in either system, the change triggers an update action. For instance, editing a contact's details in Zoho CRM can automatically update that information on Microsoft Outlook based on your configuration settings within our platform.

Is it possible to log emails from Outlook into Zoho CRM automatically?

Yes, you can configure the integration to log emails from specific contacts or subjects directly into Zoho CRM. Set up triggers based on incoming emails, which then log the interaction under corresponding contacts or leads.

Can calendar events be synced between Microsoft Outlook and Zoho CRM?

Integration allows for two-way syncing of calendar events between Microsoft Outlook and Zoho CRM. A newly scheduled meeting in one platform can automatically create or update an event in the other.

How are security and privacy maintained when integrating Microsoft Outlook with Zoho CRM?

Our integration respects the security protocols of both platforms. We ensure encrypted data transmission and require explicit permission before any sync to maintain compliance with privacy standards.

Practical ways you can use Microsoft Outlook and Zoho CRM

Add new Outlook contacts to Zoho CRM

When a new contact is added to Microsoft Outlook, Zapier automatically creates a matching contact in Zoho CRM. This eliminates the need for manual entry, ensuring that all leads are centralized in one place to improve organization and follow-up processes. This helps boost efficiency and ensures accuracy in managing relationships.

Business Owner
Try it
Create Outlook events for Zoho CRM campaigns

When a new campaign is created in Zoho CRM, Zapier automatically creates a corresponding calendar event in Microsoft Outlook. This keeps the marketing team aligned with campaign timelines, improves visibility, and prevents missed meetings or deadlines.

Marketing & Marketing Ops
Log Zoho CRM leads in Outlook

When a new lead is added to Zoho CRM, Zapier automatically creates a new contact in Microsoft Outlook. This ensures your sales team is always equipped with up-to-date contact details, helping enhance productivity and facilitating streamlined communication.

Sales Ops

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.

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Outlook on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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