Integrate Freshsales with Outlook

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

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Create a new contact in Outlook whenever a new contact is created in Freshsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Outlook each time a new contact is created in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow creates a new contact in Outlook.
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Create a new contact in Outlook whenever a new contact is created in Freshsales

Freshsales + Outlook

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Supported triggers and actions

Integrate Freshsales and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created in the selected view

New account

Triggers when a new account is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

Email received

Triggers when a new email is received

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

Add note to contact

Adds a note to the selected contact

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Convert lead

Converts a lead to contact

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Create contact

Creates a new contact

Flag email

Flags the specified email

Reply to email

Replies to the specified email

Send email

Creates and sends a new email

Create event

Creates a new event

Update event

Updates a event by id

Update contact

Updates the details of an existing contact

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches an event by title

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

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

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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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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