Act! 365 + Microsoft Outlook Integration

Integrate Act! 365 to Microsoft Outlook in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, schedule follow-up calendar events, send emails, and keep your contact lists updated automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook

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Ready Workflows Ready Workflows for Act! 365 + Microsoft Outlook Integration

Sync contacts, schedule calendar events, send emails, and update notes, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Outlook + Act! 365 Integration

Create Act! 365 contact for new Microsoft Outlook contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Outlook - Act! 365 integration, anytime a new Microsoft Outlook contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Act! 365 + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Microsoft Outlook integration, anytime a new Act! 365 contact is created, an Microsoft Outlook contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Act! 365 + Microsoft Outlook Integration

Send Microsoft Outlook email for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a email through Microsoft Outlook letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - Microsoft Outlook integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Microsoft Outlook flow

Connect customer data to email campaigns, project boards, and team messaging channels after your core automation finishes. Pick a combination and activate it in one click.

Act! 365
Microsoft Outlook
+
MailchimpMailchimp (4)
+
AsanaAsana (4)
+
HubspotHubspot (4)
+
TrelloTrello (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
A
M
M
Add every new Act! 365 contact to your Mailchimp audience, and create a contact in Microsoft Outlook.
New Act! 365 contacts appear in Mailchimp and Microsoft Outlook within seconds, eliminating manual data entry.
M
M
A
When an email is received in Microsoft Outlook, add the sender to Mailchimp and create an Act! 365 contact.
Incoming Outlook emails automatically register senders into Mailchimp and Act! 365.
M
M
A
When a calendar event is created in Microsoft Outlook, add attendee details to Mailchimp and update Act! 365.
Calendar event attendees are synced into Mailchimp and Act! 365 automatically.
M
C
M
A
Use ChatGPT to analyse every new Microsoft Outlook email, add subscribers in Mailchimp, and create an Act! 365 contact.
ChatGPT processes incoming Outlook emails to segment Mailchimp subscribers and update Act! 365.

Supported triggers and actions for Act! 365 and Microsoft Outlook

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
Try it →
Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
Try it →
Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
Try it →
Delete contact in Microsoft Outlook
Removes a contact from the address book
Try it →
Send email in Microsoft Outlook
Sends an email to a recipient
Try it →
Create event in Microsoft Outlook
Adds a new contact to the contact list
Try it →
Create contact in Microsoft Outlook
Adds a new contact to the database
Try it →
Update contact in Microsoft Outlook
Updates contact information with new details
Try it →
Search contact in Microsoft Outlook
Finds and retrieves contact information
Try it →
Create draft email in Microsoft Outlook
Adds a new contact to the contact list
Try it →
Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
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Update event in Microsoft Outlook
Updates event details with the latest information
Try it →
Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
Try it →

What can you automate with Act! 365 + Microsoft Outlook?

Streamline your sales and communication workflows by syncing contacts, calendar events, and emails between Act! 365 and Microsoft Outlook automatically.

What you can automate?
🔄
Sync contacts between Act! 365 and Microsoft Outlook
Automatically create a contact in Microsoft Outlook whenever a new contact is created in Act! 365, or vice versa. Keep your CRM and email address book perfectly aligned without manual entry.
📋
Capture every contact detail across platforms
Map names, phone numbers, email addresses, and company details accurately between Act! 365 records and Microsoft Outlook contacts. Ensure no critical information gets left behind.
📢
Alert your team as soon as actions happen
Trigger notifications or send emails in Microsoft Outlook when new contacts are created in Act! 365. Keep sales and support teams informed in real time.
🔀
Route contacts based on specific criteria
Check incoming Microsoft Outlook emails or Act! 365 contact fields to determine the right follow-up action. Send specific responses or assign tasks accordingly.
🔄
Keep records updated as details change
Automatically update contact information in Microsoft Outlook whenever corresponding records are modified in Act! 365. Maintain accurate data across all business tools.
🔍
Prevent duplicate contacts across systems
Search existing Microsoft Outlook contacts before creating new ones from Act! 365 entries. Update existing records or create new ones cleanly.
📅
Manage calendar events and task updates
Update Act! 365 deals or records automatically when Microsoft Outlook calendar events are created, updated, or started. Keep your schedule and CRM synchronized.
🔗
Connect your workflow with Slack
Send automated team notifications in Slack whenever a new contact is created in Act! 365 or a calendar event is updated in Microsoft Outlook.
And much more...

Who is Act! 365 + Microsoft Outlook integration for?

Connecting Act! 365 and Microsoft Outlook helps sales professionals, support teams, and marketers eliminate manual data entry and keep customer records perfectly aligned across platforms.

Sales managers
Sales managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support specialists
Customer support specialists
Marketing coordinators
Marketing coordinators
Operations directors
Operations directors
📊
Sales managers
You're reviewing deals and tracking team performance in Act! 365, but contact updates in Microsoft Outlook get missed — this integration means every calendar event and email syncs instantly so your pipeline reports stay accurate.
Sales representatives
You're managing prospect communications in Microsoft Outlook, but lead details take hours to reach Act! 365 — automating both apps means new contacts appear immediately so you can follow up without delay.
🤝
Account managers
You're scheduling client meetings in Microsoft Outlook, but meeting notes rarely make it back to Act! 365 — connecting these apps means every interaction is logged so client history remains complete.
📈
Customer support specialists
You're handling high volumes of emails in Microsoft Outlook, but customer records in Act! 365 fall out of date — with this integration, contact changes sync automatically and your database stays clean.
🎯
Marketing coordinators
You're capturing new leads in Act! 365, but team outreach in Microsoft Outlook happens in silos — automating both apps means contact handoffs happen instantly and campaigns stay targeted.
🗂️
Operations directors
You're maintaining client databases across Act! 365, but fragmented Microsoft Outlook records create data gaps — this integration means every record matches perfectly across systems.
Our team

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Why choose Integrately to automate Act! 365 + Microsoft Outlook

Build and manage your Act! 365 + Microsoft Outlook automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Microsoft Outlook with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Act! 365 to Microsoft Outlook?
Frequently Asked Questions
You can connect Act! 365 to Microsoft Outlook in one click using pre-built workflows or Integrately AI. Link your accounts, select a ready automation template, and sync contacts or calendar events across tools like Slack, Mailchimp, and Asana.
Can I sync contacts from Act! 365 to Microsoft Outlook automatically?
Frequently Asked Questions
Can I connect Act! 365, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Microsoft Outlook?
Frequently Asked Questions
How does Act! 365 handle new contact creation in workflows?
Frequently Asked Questions
How does Microsoft Outlook handle calendar events and email triggers?
Frequently Asked Questions
Can I automate Act! 365 and Microsoft Outlook without coding?
Frequently Asked Questions
Is the Act! 365 and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Microsoft Outlook With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 with CRMs, email marketing tools, and sales platforms to manage your pipeline.
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Microsoft Outlook
Popular Microsoft Outlook Integrations
Sync Microsoft Outlook with calendar tools, project management apps, and communication channels to streamline productivity.