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Zoho CRM + Microsoft Outlook Integrations

How to connect Zoho CRM + Microsoft Outlook

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Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook

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Send a new Microsoft Outlook email when a new lead is added to Zoho CRM

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Create Zoho CRM module entries for new Microsoft Outlook calendar events

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Update Zoho CRM module entries when Microsoft Outlook calendar events are updated

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Send emails in Microsoft Outlook for updated module entries in Zoho CRM

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Create or update Zoho CRM module entries from new Microsoft Outlook calendar events

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Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook

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Send a new Microsoft Outlook email when a new lead is added to Zoho CRM

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Create Zoho CRM module entries for new Microsoft Outlook calendar events

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Update Zoho CRM module entries when Microsoft Outlook calendar events are updated

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Send emails in Microsoft Outlook for updated module entries in Zoho CRM

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Create or update Zoho CRM module entries from new Microsoft Outlook calendar events

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Create Microsoft Outlook contacts from updated Zoho CRM module entries
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Zoho CRM + Microsoft Outlook
Create new Microsoft Outlook contacts from Zoho CRM module entries
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Zoho CRM + Microsoft Outlook
Create Microsoft Outlook events for new Zoho CRM module entries
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Zoho CRM + Microsoft Outlook
Create Microsoft Outlook events for new or updated Zoho CRM module entries
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Zoho CRM + Microsoft Outlook
Create draft emails in Microsoft Outlook for new Zoho CRM contacts
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Zoho CRM + Microsoft Outlook
Send emails in Microsoft Outlook for new module entries in Zoho CRM
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Zoho CRM + Microsoft Outlook
Create draft emails in Microsoft Outlook for new or updated module entries in Zoho CRM
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Zoho CRM + Microsoft Outlook

Create Microsoft Outlook contacts from updated Zoho CRM module entries

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Zoho CRM + Microsoft Outlook

Create new Microsoft Outlook contacts from Zoho CRM module entries

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Zoho CRM + Microsoft Outlook

Create Microsoft Outlook events for new Zoho CRM module entries

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Zoho CRM + Microsoft Outlook

Create Microsoft Outlook events for new or updated Zoho CRM module entries

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Zoho CRM + Microsoft Outlook

Create draft emails in Microsoft Outlook for new Zoho CRM contacts

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Zoho CRM + Microsoft Outlook

Send emails in Microsoft Outlook for new module entries in Zoho CRM

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Zoho CRM + Microsoft Outlook

Create draft emails in Microsoft Outlook for new or updated module entries in Zoho CRM

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Zoho CRM + Microsoft Outlook

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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
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Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook
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CandidateZip Resume/Job Parser + Filter by Zapier + Microsoft Outlook + 1 more

Supported triggers and actions

What does this mean?

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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New 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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location
Action
Write
- Welcome
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

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.
Trigger
Scheduled
Try It
New 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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Welcome
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

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.

Connect apps

Connect Zoho CRM + Microsoft Outlook

Microsoft Outlook Tutorials

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more Help

Related categories

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Zoho CRM + Microsoft Outlook Integrations

How to connect Zoho CRM + Microsoft Outlook

Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook

Send a new Microsoft Outlook email when a new lead is added to Zoho CRM

Create Zoho CRM module entries for new Microsoft Outlook calendar events

Update Zoho CRM module entries when Microsoft Outlook calendar events are updated

Send emails in Microsoft Outlook for updated module entries in Zoho CRM

Create or update Zoho CRM module entries from new Microsoft Outlook calendar events

Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook

Send a new Microsoft Outlook email when a new lead is added to Zoho CRM

Create Zoho CRM module entries for new Microsoft Outlook calendar events

Update Zoho CRM module entries when Microsoft Outlook calendar events are updated

Send emails in Microsoft Outlook for updated module entries in Zoho CRM

Create or update Zoho CRM module entries from new Microsoft Outlook calendar events

Create Microsoft Outlook contacts from updated Zoho CRM module entries

Create new Microsoft Outlook contacts from Zoho CRM module entries

Create Microsoft Outlook events for new Zoho CRM module entries

Create Microsoft Outlook events for new or updated Zoho CRM module entries

Create draft emails in Microsoft Outlook for new Zoho CRM contacts

Send emails in Microsoft Outlook for new module entries in Zoho CRM

Create draft emails in Microsoft Outlook for new or updated module entries in Zoho CRM

Create Microsoft Outlook contacts from updated Zoho CRM module entries

Create new Microsoft Outlook contacts from Zoho CRM module entries

Create Microsoft Outlook events for new Zoho CRM module entries

Create Microsoft Outlook events for new or updated Zoho CRM module entries

Create draft emails in Microsoft Outlook for new Zoho CRM contacts

Send emails in Microsoft Outlook for new module entries in Zoho CRM

Create draft emails in Microsoft Outlook for new or updated module entries in Zoho CRM

Connect your apps and automate workflows

Do Even More with Zoho CRM + Microsoft Outlook

Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Calendar Event

Calendar

New Email