Your CRM helps you keep tabs on a constant stream of contacts, but sometimes you want to be able to email a customer a touch more personally. With this Microsoft Outlook & Insightly integration, you can seamlessly connect the two so that whenever a new contact is added to Insightly, their contact info is also added to Microsoft Outlook.
What You Need
- Insightly account
- Microsoft Outlook account
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It's easy to connect Microsoft Office 365 + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you get a new email.
Create a contact in your Office 365 account.
Triggers when a new contact is added.
Send an email from your Outlook account.
Triggers when an event is added to a calendar of your choice.
Create an event on a calendar of your choice.
A new contact was created in your Insightly account.
Create a new contact in your Insightly account.
A new task was created in your Insightly account.
Create a new task in your Insightly account.