Integrate Jetpack CRM with Outlook

Send information between Jetpack CRM and Outlook automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Trigger a welcome email through Outlook when a new company is added in Jetpack CRM

Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Jetpack CRM.

How it works
  1. The flow triggers when a new company is created in Jetpack CRM.
  2. Zoho Flow creates and sends a new email in Outlook.
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Trigger a welcome email through Outlook when a new company is added in Jetpack CRM

Jetpack CRM + Outlook

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Create a new contact is in Outlook each time a new contact is created in Jetpack CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Outlook each time a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in Outlook.
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Create a new contact is in Outlook each time a new contact is created in Jetpack CRM

Jetpack CRM + Outlook

Build your own integrations between Jetpack CRM and Outlook

Connect Jetpack CRM and Outlook with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Jetpack CRM and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice updated

Triggers when the details of an existing invoice is updated

Quote created

Triggers when a new quote is created

Company created

Triggers when a new company is created

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Contact updated

Triggers when the details of an existing contact is updated

Quote accepted

Triggers when an existing quote is accepted

Contact status updated

Triggers when the status of an existing contact is updated

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

Task created

Triggers when a new task is added to the selected list

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch quote

Fetches the details of an existing quote

Fetch contact

Fetches the details of an existing contact

Forward event

Forwards an event request to the specified recipients

Create task

Creates a new task in the selected list

Flag email

Flags the specified email

Send email

Creates and sends a new email

Create contact

Creates a new contact

Create event

Creates a new event

Reply to email

Replies to the specified email

Update task

Updates the details of an existing task in the selected list

Update contact

Updates the details of an existing contact

Update event

Updates the details of an existing event

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch task

Fetches the details of an existing task by title or ID from the selected list

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM New WordPress Plugins

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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