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

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Microsoft Outlook
Microsoft Outlook logo
Microsoft Outlook
1. Choose trigger event
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Smartsheet
Smartsheet logo
Smartsheet
2. Choose action
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1. Select the event
Setup
Test
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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 "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 Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
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    • 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

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Customers have created over 25 million Zaps on the platform

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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
Try it
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.

IT
Update 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 Management

Learn how to automate Microsoft Outlook on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

Make work flow with AI

Level up your Microsoft Outlook to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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