Capsule CRM + Microsoft Outlook

Create contacts in Microsoft Outlook from new or updated contacts in Capsule CRM

Stay on top of your contacts by integrating Capsule CRM with Microsoft Outlook. When a new or updated contact event occurs in Capsule CRM, this workflow promptly creates a matching contact in your Microsoft Outlook. This smooth process not only saves you time but also ensures your Outlook contacts are always up-to-date with the latest information from your Capsule CRM.

Stay on top of your contacts by integrating Capsule CRM with Microsoft Outlook. When a new or updated contact event occurs in Capsule CRM, this workflow promptly creates a matching contact in your Microsoft Outlook. This smooth process not only saves you time but also ensures your Outlook contacts are always up-to-date with the latest information from your Capsule CRM.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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