How to connect Zoho CRM + Microsoft Outlook
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Quickly automate Zoho CRM and Microsoft Outlook workflows with Zapier's templates
Create draft emails in Microsoft Outlook for new or updated module entries in Zoho CRM
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Do Even More with Zoho CRM + Microsoft Outlook
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Zoho CRM + Microsoft Outlook workflows do more for them.
Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook
Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft OutlookPremium
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
How Zoho CRM + Microsoft Outlook Integrations Work
- Step 1: Authenticate Zoho CRM and Microsoft Outlook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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