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Set up your first integration
Quickly connect Microsoft Outlook to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Smartsheet - no code necessary. See how you can get setup in minutes.
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 "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Smartsheet, automating your workflow.
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 BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Microsoft Outlook and Smartsheet
Track key client meetings in Smartsheet
When a new calendar event is created in Microsoft Outlook for client meetings, Zapier logs the event in Smartsheet. Business owners can easily monitor and manage client engagements, ensuring no opportunity is overlooked.
Business Owner
Sync security updates to Smartsheet
When a flagged email arrives in Microsoft Outlook indicating a security update or issue, Zapier automatically adds a row in Smartsheet with the details. IT professionals gain a centralized view of updates, making it easier to track and act on security priorities.
ITUpdate Smartsheet rows from Outlook events
When a new calendar event is created in Microsoft Outlook, Zapier updates a row in Smartsheet with event details. This saves project managers the time spent manually syncing schedules and ensures all tasks align with up-to-date meeting timelines.
Project ManagementLearn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Smartsheet 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 Smartsheet
What is required to integrate Microsoft Outlook with Smartsheet?
To integrate Microsoft Outlook with Smartsheet, you'll need to use a connector service like Zapier. You should have accounts on both platforms, and you'll have to configure your integration by setting specific triggers in Outlook, such as receiving emails from certain contacts, and corresponding actions in Smartsheet like updating sheets.
Can I create new tasks in Smartsheet automatically from Outlook emails?
Yes, you can set up a trigger based on receiving an email in Outlook. This trigger can then automatically generate a new task or row in Smartsheet with details extracted from the email. Our integration allows you to specify which email attributes are mapped to each column.
Is it possible to update existing Smartsheet rows through Outlook calendar events?
Absolutely. By using calendar event updates as triggers in Outlook, our integration can modify existing records in a particular Smartsheet based on the event details. You will define how these updates are applied through custom mapping during setup.
How do I manage conflicts between changes made from Outlook and directly within Smartsheet?
When using the integration, it's important to establish rules for data precedence during setup. Conflicts are generally managed based on which application serves as the master source of truth or by utilizing time-stamped updates where the most recent change takes precedence.
Can I set reminders in Outlook based on upcoming due dates in Smartsheet?
Yes, you can configure triggers for specific due dates approaching within your Smartsheet projects. These can initiate actions within your Microsoft Outlook calendar or tasks by creating reminders or alerts, helping you stay informed and organized.
How often does data sync between Microsoft Outlook and Smartsheet when integrated?
The frequency of synchronization depends on how you've configured your automation settings. Typically, triggers from events like receiving an email or updating an item will initiate instantaneous actions that reflect changes at that moment across both platforms.
What limitations should I be aware of when integrating Microsoft Outlook with Smartsheet?
While most essential features are supported, some complex conditional logic may require additional customization beyond standard setups. Also, certain data types may not map directly without transformation steps depending on the specifics of fields used.
