ActiveCampaign + Microsoft Outlook
Update deals in ActiveCampaign when new matching emails appear in Microsoft Outlook
Stay on top of your business pipeline with this intuitive workflow. Every time a new email matching your designated search criteria arrives in your Microsoft Outlook, the corresponding deal information in ActiveCampaign gets updated. Ideal for sales professionals and business owners who use Microsoft Outlook and ActiveCampaign, this workflow saves time by eliminating the need for manual data entry and ensures that all deal details in your CRM are always up-to-date.
Stay on top of your business pipeline with this intuitive workflow. Every time a new email matching your designated search criteria arrives in your Microsoft Outlook, the corresponding deal information in ActiveCampaign gets updated. Ideal for sales professionals and business owners who use Microsoft Outlook and ActiveCampaign, this workflow saves time by eliminating the need for manual data entry and ensures that all deal details in your CRM are always up-to-date.
- When this happens...
New Email Matching SearchTriggers when a new e-mail is received in your inbox that matches a search.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update DealUpdates an existing deal.
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
Related categories
About Microsoft Outlook
Similar apps
Related Zap Templates
- Create or update ActiveCampaign contacts from new Microsoft Outlook emails
- Create events in Microsoft Outlook for new contact tasks in ActiveCampaign
- Send emails in Microsoft Outlook for new contacts added to lists in ActiveCampaign
- Create and update ActiveCampaign contacts from new Microsoft Outlook contacts
- Send emails in Microsoft Outlook for new or updated contacts in ActiveCampaign
- Create draft emails in Microsoft Outlook when new contacts are added to ActiveCampaign lists
- Create draft emails in Microsoft Outlook from new ActiveCampaign automation webhooks
- Create Microsoft Outlook events for new ActiveCampaign automation webhooks
- Add new ActiveCampaign contacts to Microsoft Outlook as contacts
- Create or update ActiveCampaign contacts when new Microsoft Outlook events start
- Update ActiveCampaign automations for contacts when Microsoft Outlook calendar events change
- Add or update ActiveCampaign contacts from new Microsoft Outlook calendar events
- Update ActiveCampaign contacts when Microsoft Outlook calendar events change
- Trigger new ActiveCampaign automations to send Microsoft Outlook emails
- Create draft emails in Microsoft Outlook when ActiveCampaign contacts are updated
- Update Microsoft Outlook contacts when ActiveCampaign contacts are updated
- Update Microsoft Outlook contacts when new contacts are added to ActiveCampaign lists
- Update Microsoft Outlook contacts when new or updated contacts appear in ActiveCampaign
- Manage tags on ActiveCampaign contacts and trigger emails in Microsoft Outlook
- Create draft emails in Microsoft Outlook when tags are added or removed from contacts in ActiveCampaign
- Update Microsoft Outlook contacts when tags are added or removed from contacts in ActiveCampaign
- Generate draft emails in Microsoft Outlook when tags are added or removed from contacts in ActiveCampaign
- Create or update ActiveCampaign contacts from new Microsoft Outlook emails
- Send emails in Microsoft Outlook when new contacts are added to a list in ActiveCampaign
- Start new ActiveCampaign campaigns from Microsoft Outlook calendar events
- Manage new Microsoft Outlook emails by creating or updating contacts in ActiveCampaign
- Create new Microsoft Outlook contacts from new or updated ActiveCampaign contacts
- Send an email in Microsoft Outlook when new contact notes are added in ActiveCampaign
Related Zap Templates
- Create or update ActiveCampaign contacts from new Microsoft Outlook emails
- Create and update ActiveCampaign contacts from new Microsoft Outlook contacts
- Create draft emails in Microsoft Outlook from new ActiveCampaign automation webhooks
- Create or update ActiveCampaign contacts when new Microsoft Outlook events start
- Update ActiveCampaign contacts when Microsoft Outlook calendar events change
- Update Microsoft Outlook contacts when ActiveCampaign contacts are updated
- Manage tags on ActiveCampaign contacts and trigger emails in Microsoft Outlook
- Generate draft emails in Microsoft Outlook when tags are added or removed from contacts in ActiveCampaign
- Start new ActiveCampaign campaigns from Microsoft Outlook calendar events
- Send an email in Microsoft Outlook when new contact notes are added in ActiveCampaign
- Create events in Microsoft Outlook for new contact tasks in ActiveCampaign
- Send emails in Microsoft Outlook for new or updated contacts in ActiveCampaign
- Create Microsoft Outlook events for new ActiveCampaign automation webhooks
- Update ActiveCampaign automations for contacts when Microsoft Outlook calendar events change
- Trigger new ActiveCampaign automations to send Microsoft Outlook emails
- Update Microsoft Outlook contacts when new contacts are added to ActiveCampaign lists
- Create draft emails in Microsoft Outlook when tags are added or removed from contacts in ActiveCampaign
- Create or update ActiveCampaign contacts from new Microsoft Outlook emails
- Manage new Microsoft Outlook emails by creating or updating contacts in ActiveCampaign
- Send emails in Microsoft Outlook for new contacts added to lists in ActiveCampaign
- Create draft emails in Microsoft Outlook when new contacts are added to ActiveCampaign lists
- Add new ActiveCampaign contacts to Microsoft Outlook as contacts
- Add or update ActiveCampaign contacts from new Microsoft Outlook calendar events
- Create draft emails in Microsoft Outlook when ActiveCampaign contacts are updated
- Update Microsoft Outlook contacts when new or updated contacts appear in ActiveCampaign
- Update Microsoft Outlook contacts when tags are added or removed from contacts in ActiveCampaign
- Send emails in Microsoft Outlook when new contacts are added to a list in ActiveCampaign
- Create new Microsoft Outlook contacts from new or updated ActiveCampaign contacts