Microsoft Outlook + Caflou Integration

Integrate Caflou to Microsoft Outlook in one click, or tell Integrately AI how you want each company handled. Sync new companies, update contacts, create calendar events, and manage tasks automatically.

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1.
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Email is received in folder in Microsoft Outlook
  • Microsoft Outlook
    New Email Flagged in Microsoft Outlook
  • Microsoft Outlook
    Email with attachments received in inbox 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
  • Caflou
    Company is created in Caflou
  • Caflou
    Project is created in Caflou
  • Caflou
    Contact is created in Caflou
  • Caflou
    Task is created in Caflou
  • Caflou
    Event is created in Caflou
  • Caflou
    Income or expense is created in Caflou
  • Caflou
    Timesheet is created in Caflou
  • Caflou
    Time entry is created in Caflou
  • Caflou
    Invoice is created in Caflou
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2.
  • Microsoft Outlook
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    Reply to email in Microsoft Outlook
  • Microsoft Outlook
    Set importance of email in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive Copy in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive in Microsoft Outlook
  • Microsoft Outlook
    Set Flag Status for Email in Microsoft Outlook
  • Microsoft Outlook
    Mark email as unread in Microsoft Outlook
  • Microsoft Outlook
    Mark email as read in Microsoft Outlook
  • Microsoft Outlook
    Search Email in specific folder in Microsoft Outlook
  • Microsoft Outlook
    Move email to folder in Microsoft Outlook
  • Microsoft Outlook
    Create mail folder in Microsoft Outlook
  • Microsoft Outlook
    Set categories to email in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Remove all categories in Microsoft Outlook
  • Microsoft Outlook
    Forward email in Microsoft Outlook
  • Microsoft Outlook
    cansale calender Event 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
  • Caflou
    Create company in Caflou
  • Caflou
    Search company in Caflou
  • Caflou
    Search task in Caflou
  • Caflou
    Create task in Caflou
  • Caflou
    Search account in Caflou
  • Caflou
    Create contact in Caflou
  • Caflou
    Create event in Caflou
  • Caflou
    Search event in Caflou
  • Caflou
    Search user in Caflou
  • Caflou
    Create income or expense in Caflou
  • Caflou
    Search income or expense in Caflou
  • Caflou
    Create bank payment in Caflou
  • Caflou
    Create timesheet in Caflou
  • Caflou
    Search timesheet in Caflou
  • Caflou
    Create project in Caflou
  • Caflou
    Search project in Caflou
  • Caflou
    Create time entry in Caflou
  • Caflou
    Search time entry in Caflou
  • Caflou
    Create issued invoice in Caflou
  • Caflou
    Search invoice in Caflou
  • Caflou
    Acknowledge invoice in Caflou

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Ready Workflows Ready Workflows for Caflou + Microsoft Outlook Integration

Create contacts, sync companies, schedule calendar events, and manage tasks, all in just one click.

Most popular automationsmost-popular-automations
Caflou + Microsoft Outlook Integration

Create Microsoft Outlook event for new Caflou task

Caflou is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Caflou - Microsoft Outlook integration to automatically populate your Microsoft Outlook.

When a task is created in Caflou, an event will automatically be created in your Microsoft Outlook. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Caflou and Microsoft Outlook accounts in a matter of minutes.
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Microsoft Outlook + Caflou Integration

Create Caflou task for new Microsoft Outlook event

We all know the drill. You create {trigger.Event}} in your Microsoft Outlook, but then something comes up and you completely forget to create a corresponding task in your Caflou. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Caflou integration, you can set up Integrately such that every new event created in your Microsoft Outlook, automatically creates a new tasks in your Caflou. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Microsoft Outlook + Caflou Integration

Create Caflou 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 - Caflou integration, anytime a new Microsoft Outlook contact is created, an Caflou 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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Microsoft Outlook + Caflou Integration

Create Caflou task for new Microsoft Outlook contact

In Microsoft Outlook, when you create a contact, it automatically creates a task in Caflou for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Caflou + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Caflou 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 Caflou - Microsoft Outlook integration, anytime a new Caflou 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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Caflou + Microsoft Outlook Integration

Send Microsoft Outlook email for new Caflou contact

Anytime a new contact is added to your Caflou, 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 Caflou - 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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Caflou + Microsoft Outlook Integration

Send Microsoft Outlook email for new Caflou task

With this Caflou - Microsoft Outlook integration, whenever a new task is created in Caflou, email will be sent via Microsoft Outlook. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Connect more apps to your Caflou + Microsoft Outlook flow

Keep your projects tracked, your team alerted, and your operations updated after every Caflou and Microsoft Outlook interaction. Pick a combination and activate it in one click.

Microsoft Outlook
Caflou
+
TrelloTrello (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
TogglToggl (3)
+
StripeStripe (3)
C
M
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Create a Microsoft Outlook contact for every new Caflou company, and add a Trello card
New Caflou companies instantly create a Microsoft Outlook contact and a corresponding Trello card without manual entry.
C
M
T
When a Caflou task is created, create a Microsoft Outlook event and add a Trello card
Keep schedules and project boards updated automatically whenever a new task is logged in Caflou.
M
C
T
When a Microsoft Outlook email is received, create a Caflou project and add a Trello card
Turn client emails into active Caflou projects and track them directly on your Trello board.
M
C
C
T
Use ChatGPT to summarise Microsoft Outlook emails, create a Caflou task, and add a Trello card
Summarise client emails with AI, generate a Caflou task, and track the work in Trello automatically.

Supported triggers and actions for Microsoft Outlook and Caflou

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Email is received in folder in Microsoft Outlook
Triggers the automation when an email is received
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New Email Flagged in Microsoft Outlook
New Email is Flagged
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Email with attachments received in inbox in Microsoft Outlook
New email with attachments received in inbox
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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
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
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Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
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Reply to email in Microsoft Outlook
Reply to a email
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Set importance of email in Microsoft Outlook
Set importance of a email
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Copy email in archive Copy in Microsoft Outlook
Copy email in a archive
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Copy email in archive in Microsoft Outlook
Copy email in a archive
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Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
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Mark email as unread in Microsoft Outlook
Mark email as a unread
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Mark email as read in Microsoft Outlook
Mark email as a read
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Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
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Move email to folder in Microsoft Outlook
Move email to a folder
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Create mail folder in Microsoft Outlook
Create a mail folder
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Set categories to email in Microsoft Outlook
Set categories to a email
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Delete contact in Microsoft Outlook
Removes a contact from the address book
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Remove all categories in Microsoft Outlook
Remove all categories
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Forward email in Microsoft Outlook
Forward email
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cansale calender Event in Microsoft Outlook
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Send email in Microsoft Outlook
Sends an email to a recipient
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Create event in Microsoft Outlook
Adds a new contact to the contact list
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Create contact in Microsoft Outlook
Adds a new contact to the database
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Update contact in Microsoft Outlook
Updates contact information with new details
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Search contact in Microsoft Outlook
Finds and retrieves contact information
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Create draft email in Microsoft Outlook
Adds a new contact to the contact list
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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
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Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
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Caflou
Caflou Triggers & Actions
Company is created in Caflou
Triggers the automation when a new company is created
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Project is created in Caflou
Triggers the automation when a new project is created
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Contact is created in Caflou
Triggers the automation when a new contact is created
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Task is created in Caflou
Triggers the automation when a new task is created
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Event is created in Caflou
Triggers the automation when a new event is created
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Income or expense is created in Caflou
Triggers the automation when a new income or expense is added
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Timesheet is created in Caflou
Triggers the automation when a timesheet is created
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Time entry is created in Caflou
Triggers the automation when a new time entry is created
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Invoice is created in Caflou
Triggers the automation when any invoice is added or modified
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Create company in Caflou
Generates a new company profile with given details
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Search company in Caflou
Finds information about a company
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Search task in Caflou
Searches for a task
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Create task in Caflou
Creates a new task
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Search account in Caflou
Searches for account information
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Create contact in Caflou
Adds a new contact to the database
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Create event in Caflou
Adds a new contact to the contact list
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Search event in Caflou
Conducts a search for events based on particular criteria
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Search user in Caflou
Searches for a user
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Create income or expense in Caflou
Generates income or expenses based on preset parameters
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Search income or expense in Caflou
Searches for income or expense records
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Create bank payment in Caflou
Generates a bank payment using the provided details
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Create timesheet in Caflou
Creates a new timesheet
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Search timesheet in Caflou
Searches for a timesheet
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Create project in Caflou
Creates a new project
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Search project in Caflou
Searches for a project
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Create time entry in Caflou
Creates a new time entry without manual input
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Search time entry in Caflou
Searches for a time entry
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Create issued invoice in Caflou
Generates and send an invoice for completed transactions
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Search invoice in Caflou
Locates and retrieves invoices with
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Acknowledge invoice in Caflou
Acknowledges an invoice
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What can you automate with Caflou + Microsoft Outlook?

Synchronise your Caflou projects and Microsoft Outlook communications to eliminate manual data entry and keep your entire team aligned.

What you can automate?
🔄
Sync companies between Caflou and Microsoft Outlook
Automatically create contacts in Microsoft Outlook whenever a new company is established in Caflou, ensuring your communication channels always have up-to-date client records.
📋
Capture every submitted task detail
Map all available task parameters from Caflou directly into Microsoft Outlook calendar events instead of just basic titles, giving your team complete context for every scheduled item.
🔔
Notify your team as soon as work begins
Trigger instant calendar events and updates in Microsoft Outlook the moment a new project or task is created in Caflou, keeping everyone informed without delay.
🔀
Route tasks based on submitted criteria
Send specific Caflou tasks to different Microsoft Outlook calendars depending on the project category or priority level selected during creation.
🔄
Keep schedules updated as projects change
Automatically update corresponding calendar events in Microsoft Outlook whenever project timelines or company details are modified in Caflou.
🔍
Search and update instead of creating duplicates
Check existing Microsoft Outlook contacts before creating new ones, updating current records when a Caflou company changes to prevent cluttered databases.
💳
Handle later financial status updates
Trigger calendar follow-ups in Microsoft Outlook whenever a new invoice or financial entry is logged in Caflou, ensuring timely payment collection.
🔌
Extend your workflow to team messaging apps
Connect your core Caflou and Microsoft Outlook automation to Slack or Trello to alert stakeholders and track execution across your wider toolstack.
And much more...

Who is Caflou + Microsoft Outlook integration for?

Project managers, accountants, and sales teams rely on Caflou and Microsoft Outlook to keep customer records, schedules, and workflows perfectly synchronised without manual entry.

Finance directors
Finance directors
Operations managers
Operations managers
Account managers
Account managers
Sales teams
Sales teams
Project coordinators
Project coordinators
Business owners
Business owners
📈
Finance directors
You're reviewing income and expense records in Caflou but your schedules in Microsoft Outlook remain unlinked, so the financial timelines you're reporting against are always out of alignment — with this integration, every financial event updates your calendar instantly and your records stay accurate.
Operations managers
You manage client projects in Caflou but miss critical updates because your team communicates primarily through Microsoft Outlook inbox threads, so project milestones are often overlooked — with this integration, every new project immediately schedules the right team calendar events.
🤝
Account managers
You handle client communications in Microsoft Outlook and manually recreate company profiles in Caflou, so client history gets fragmented across tools — with this integration, every new contact populates your company database without manual double entry.
📊
Sales teams
You capture inbound leads and create tasks across both Caflou and Microsoft Outlook daily, so valuable follow-up time is lost to routine data entry — with this integration, contact creation and task scheduling happen simultaneously.
⏱️
Project coordinators
You depend on upstream team members to manually hand over task details from Microsoft Outlook into Caflou, so project execution stalls waiting for administrative updates — with this integration, every task flows seamlessly between your schedule and project boards.
🗂️
Business owners
You need a reliable audit trail of client companies and communications, but manual record-keeping leaves persistent gaps in your database — with this integration, every interaction is logged accurately across both platforms.
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Why choose Integrately to automate Microsoft Outlook + Caflou

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Outlook + Caflou 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.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Caflou to Microsoft Outlook?
Frequently Asked Questions
You can connect Caflou to Microsoft Outlook using ready-made workflows or Integrately AI. With 1-click setup, you can link Caflou, Microsoft Outlook, and apps like Slack or Trello instantly.
Can I automatically sync Caflou companies with Microsoft Outlook contacts?
Frequently Asked Questions
Can I connect Caflou, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Caflou and Microsoft Outlook?
Frequently Asked Questions
How does Caflou handle data when connected to Microsoft Outlook?
Frequently Asked Questions
Can Microsoft Outlook events trigger Caflou project creation?
Frequently Asked Questions
Do I need coding skills to automate Caflou and Microsoft Outlook?
Frequently Asked Questions
Is the Caflou and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Caflou or Microsoft Outlook With 1500+ Other Apps

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Microsoft Outlook
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Sync Microsoft Outlook with email marketing, customer support, and document management tools to keep communications connected.