Automate
email workflows and calendar management with Microsoft Outlook
Overviews
How it works?
Send personalized emails from your workflows
Trigger emails to go out based on actions in your other tools. When a deal closes in your CRM, a form is submitted, or a task is completed, send tailored messages to clients or team members without opening your inbox.
Create calendar events from business data
Turn important business moments into calendar events instantly. When a new deal is created, a project kicks off, or a meeting is scheduled in another tool, add it to your Outlook calendar so nothing falls through the cracks.
Keep contacts synchronized across platforms
Maintain up-to-date contact information everywhere. When a new contact is added to your CRM or a customer updates their details, those changes flow into Outlook seamlessly, keeping your address book current.
Organize your inbox with smart rules
Move, label, and sort incoming messages based on your criteria. Route client emails to specific folders, flag urgent messages, or mark certain emails as read — all happening in the background while you focus on important work.
Save email attachments where you need them
Extract attachments from incoming emails and send them to cloud storage, project folders, or document management systems. Invoices, contracts, and files end up in the right place without manual downloading and sorting.
Alert your team about critical emails
Get notified in Slack, Teams, or your project management tool when important emails arrive. Set up filters for specific senders, subject lines, or keywords so urgent messages never get missed in a crowded inbox.
Build approval processes via email
Create workflows where emails trigger approval requests. When a quote arrives, send it to the right approver, track their response, and take the next action based on their decision — turning email into a structured business process.
Search and retrieve email information
Pull specific email data into your workflows. Find messages by sender, date, or content, then use that information to update records, generate reports, or trigger follow-up actions across your connected tools.
Configure
Build with Gmail
Client communication on autopilot
Send welcome emails when customers sign up, follow-up messages after purchases, and reminder emails before appointments. Connect your CRM, e-commerce platform, or booking system to Outlook and let personalized messages go out at exactly the right moment.
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You can send emails based on triggers from other tools, create calendar events from CRM activities, sync contacts between platforms, organize incoming messages with rules, save attachments to storage systems, notify teams about important emails, and build approval workflows that run through email.
Yes, you can set up workflows that start when new emails hit your inbox. Filter by sender, subject, or content to only respond to relevant messages. Use this to route attachments, update databases, send notifications, or kick off approval processes based on incoming email.
When contacts are created or updated in your CRM, customer database, or other business tools, those changes flow into your Outlook contacts. You can also go the other direction — new Outlook contacts can be added to your other systems, keeping everything in sync without manual data entry.
Absolutely. Pull customer information from your CRM, database, or forms, then use that data to personalize the email content, subject line, and recipient. Send welcome messages, order confirmations, appointment reminders, or follow-ups that feel personal without writing each one manually.
You can extract attachments from incoming emails and send them wherever they need to go — cloud storage services, project management tools, accounting software, or shared drives. Set up rules based on the sender or subject line so invoices, contracts, and documents land in the right folders without you touching them.