Microsoft Outlook + Rex

Generate new leads in Rex from new matching emails in Microsoft Outlook

Easily transform new Microsoft Outlook emails aligning with your specific search into potential business opportunities with this workflow. Whenever an email that matches your search hits your inbox, the automation will capture and save the details into Rex as a new lead. This streamlines your lead generation process, allowing you to focus on nurturing those connections instead of manual data entry.

When this happens...
New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
TriggerPolling
automatically do this!
Create Lead
Creates a Lead
ActionWrite

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Supported triggers and actions

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
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- Parent FolderRequired
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Event
- Merge with existing attendees?
- Attendees
Action
Write
- 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?
Action
Write

- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to DeleteRequired
Action
Write
- Email IDRequired
- To RecipientsRequired
- Comment
- Send From
Action
Write
- Email IDRequired
- Comment
Action
Write
- 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
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
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search
- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to type
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact IDs
- Property IDs
- NoteRequired
Action
Write
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- Associated record typeRequired
- Record IDRequired
Action
Write
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Polling
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- Shared Inbox
Trigger
Polling
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
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- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- 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
- 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
Action
Write
- EventRequired
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Draft Email IDRequired
- Send From
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
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
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
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Lead IDRequired
- AssigneeRequired
Action
Write
- Your Rex Agency AccountRequired
- Match Profile CategoryRequired
- Contact IDRequired
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Due dateRequired
- RemindeeRequired
- PriorityRequired
- Contact ID
- Listing ID
- Property ID
- DescriptionRequired
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- TrackRequired
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency AccountRequired
- Calendar Event ID
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search