Connect Bloomerang and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect Bloomerang to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bloomerang with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Constituent" from Bloomerang.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Bloomerang and Microsoft Outlook, 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.
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling
- New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItTriggerPolling - Channel
- Purpose
- Constituent
- User
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
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Practical ways you can use Bloomerang and Microsoft Outlook
Email updates for new donations.
When a new donation transaction is logged in Bloomerang, Zapier will send an email from Outlook notifying the business owner. This automation helps stay informed and enables faster acknowledgment of donor support, highlighting impactful contributions.
Business OwnerLog new donors in Outlook calendar.
When a new constituent is created in Bloomerang, Zapier will automatically create a calendar event in Microsoft Outlook to ensure a marketing review. This streamlines donor recognition efforts and improves calendar coordination, reducing the risk of missing timely donor follow-ups.
Marketing & Marketing OpsLearn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Bloomerang + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and Microsoft Outlook
How can I set up an integration between Bloomerang and Microsoft Outlook?
You can set up an integration by using a third-party service like Zapier to establish automation workflows known as 'Zaps'. These Zaps allow you to connect triggers from Bloomerang, such as the creation of a new donor or donation, with actions in Microsoft Outlook, like sending an email or scheduling a calendar event.
Can I automatically create contacts in Microsoft Outlook from new donors in Bloomerang?
Yes, you can set up a workflow where every time a new donor is added in Bloomerang (the trigger), a contact is automatically created in Microsoft Outlook (the action). This automation helps keep your contact lists updated without manual entry.
Is it possible to sync calendar events between Bloomerang and Microsoft Outlook?
While direct syncing isn't possible, you can create Zaps that take events from Bloomerang's schedule (trigger) and add them to your Microsoft Outlook calendar (action) as they occur. This ensures events are reflected across both platforms.
What happens when I delete a donor on Bloomerang? Does it update in Microsoft Outlook?
Currently, our integrations don't support triggers for deletions. Deleting a donor in Bloomerang won't automatically remove the corresponding contact or information in Microsoft Outlook. Manual updates would be needed for deletions.
How do I handle duplicate contacts when integrating contacts from Bloomerang to Microsoft Outlook?
When setting up the workflow to integrate contacts from Bloomerang into Microsoft Outlook, ensure you select options that check for duplicates during the process. This may involve using filters or conditions within the Zap setup to prevent duplicate entries.
Are there any limitations on data fields that can be transferred from Bloomerang to Outlook?
Yes, not all data fields may have direct counterparts between the two platforms. It's essential to map only those fields that are available and relevant across both systems during integration setup. Complex custom fields might need special handling or won't be transferable.
Can automated responses be sent through Outlook when donations are recorded in Bloomerang?
Absolutely. You can set up an automated email response through Microsoft Outlook every time a donation is recorded in Bloomerang by using this event as a trigger for sending thank-you emails, acknowledgements, or notifications via pre-defined templates.
