Zoho CRM + Microsoft Outlook Integrations
How to connect Zoho CRM + Microsoft Outlook
Zapier lets you send info between Zoho CRM and Microsoft Outlook automatically—no code required.
Popular Zoho CRM + Microsoft Outlook 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 OutlookPremiumSend a new Microsoft Outlook email when a new lead is added to Zoho CRM
Send a new Microsoft Outlook email when a new lead is added to Zoho CRMPremium
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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 ContactTriggers 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.Trigger- New LeadTriggers 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.Trigger
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers 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.Trigger
- New or Updated LeadTriggers 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.Trigger
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- Microsoft Outlook
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Outlook
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Outlook
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Outlook
Creates a new contact.
Scheduled
Action
- Microsoft Outlook
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
- Microsoft Outlook
Updates a contact.
Scheduled
Action
- Microsoft Outlook
Search for a contact.
Scheduled
Action
- Microsoft Outlook
this is the description.
Scheduled
Action
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.
Microsoft Outlook Tutorials
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