Connect LassoCRM and Microsoft Outlook to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate LassoCRM 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 Registrant" from LassoCRM.
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 LassoCRM 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.
- New Registrant
Triggers when a new registrant is added.
Try ItTriggerPolling - BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
ActionWrite- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- History IDRequired
- Subject
- Type
ActionWrite- Automatically merge duplicates
- Title
- First NameRequired
- Last NameRequired
- Email
- Email Type
- Phone
- Phone Type
- Address
- City
- Country
- State
- ZipCode
- Address Type
- Contact Preference
- Company
- Birthday
- Nickname
- Rating
- Follow Up Process
- History Body
- History Subject
- History Type
- Note
- Source Type
- Secondary Source Type
- Send Sales Rep Assignment Notification
- Rotation
- Thank You Email by Id
- Domain Account ID for website tracking for a Registrant
- GUID for website tracking for a Registrant
- 1 - Question
- 1 - Answer
- 2 - Question
- 2 - Answer
- 3 - Question
- 3 - Answer
- 4 - Question
- 4 - Answer
- 5 - Question
- 5 - Answer
- Would you like to add more questions?
ActionWrite- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling
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Connect LassoCRM and Microsoft Outlook to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about LassoCRM + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LassoCRM and Microsoft Outlook
What is required to integrate LassoCRM with Microsoft Outlook?
To integrate LassoCRM with Microsoft Outlook, you'll need active accounts for both services. Additionally, you will require permission to access integration settings in LassoCRM and ensure your Outlook account can authorize third-party connections.
How can I trigger actions in LassoCRM using Microsoft Outlook?
You can trigger actions in LassoCRM, such as creating a new contact or logging an activity, when specific events occur in Outlook. For instance, receiving a new email from a prospect can automatically add them to your CRM list.
How are updates synchronized between LassoCRM and Microsoft Outlook?
Updates are synchronized in real-time through automated workflows. When a contact's information is updated in LassoCRM, the changes reflect immediately in your Outlook contacts and vice versa. We ensure seamless data consistency whenever changes occur.
Can I customize which data fields are shared between the two platforms?
Yes, you can customize the data fields that are shared between LassoCRM and Microsoft Outlook during the integration setup. You have control over which contact details are synchronized to fit your unique needs.
What types of actions in Outlook can trigger updates in LassoCRM?
Various actions like receiving an email from a new lead, scheduling a calendar event, or updating an existing contact's information can trigger updates or corresponding actions in LassoCRM. Our automation rules handle these workflows efficiently.
Is it possible to use calendar events as triggers for CRM tasks?
Yes, calendar events created or updated within Microsoft Outlook can serve as triggers for setting tasks or reminders within LassoCRM. This helps ensure follow-ups and engagements are timely managed without manual input.
How does the integration handle duplicate contacts across both platforms?
Our integration includes intelligent duplicate detection and resolution strategies to prevent double entries. It merges contacts based on defined criteria ensuring all relevant information is retained without redundancy.
