Microsoft Outlook + Chatra Integration

Integrate Chatra to Microsoft Outlook in one click, or tell Integrately AI how you want each conversation handled. Send emails, create contacts, update records, and schedule follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated 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
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
Arrow Right
2.
  • 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
    Reply to email in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    Set categories to email 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

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Ready Workflows Ready Workflows for Chatra + Microsoft Outlook Integration

Capture conversations, create contacts, send emails, schedule calendar events, and update contact details, all in just one click.

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

Send email from Microsoft Outlook for new message received in Chatra

There are many reasons why you would want to send an email in Microsoft Outlook when a text message is received in Chatra.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via email instead of message.

No matter what your reason, setting up email notifications for incoming message is easy and can be done in just a few minutes. Give it a try today!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatra + Microsoft Outlook flow

Sync customer records, notify your team on messaging apps, log events in calendars, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.

Microsoft Outlook
Chatra
+
ShopifyShopify (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
ZendeskZendesk (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
C
S
M
Create a Shopify customer for every new Chatra conversation, and send a welcome email in Microsoft Outlook
New Chatra conversations instantly generate a Shopify customer profile and trigger a welcome email in Microsoft Outlook, keeping your sales outreach fast and accurate.
S
M
C
When an order is created in Shopify, create a contact in Microsoft Outlook and notify your team after a Chatra chat finishes
Shopify orders update your Microsoft Outlook contacts and notify your team when customer chats conclude, keeping every department aligned.
C
S
M
Create a Shopify order when a message is received in Chatra, and update the contact in Microsoft Outlook
Chatra messages automatically generate Shopify orders while updating Microsoft Outlook contact records in real time.
S
M
C
When a Shopify product is updated, notify via Chatra and create a draft email in Microsoft Outlook
Product updates in Shopify trigger notifications in Chatra and prepare draft follow-up emails in Microsoft Outlook.

Supported triggers and actions for Microsoft Outlook and Chatra

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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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 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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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
Try it →
Copy email in archive in Microsoft Outlook
Copy email in a archive
Try it →
Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
Try it →
Mark email as unread in Microsoft Outlook
Mark email as a unread
Try it →
Mark email as read in Microsoft Outlook
Mark email as a read
Try it →
Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
Try it →
Move email to folder in Microsoft Outlook
Move email to a folder
Try it →
Create mail folder in Microsoft Outlook
Create a mail folder
Try it →
Reply to email in Microsoft Outlook
Reply to a email
Try it →
Delete contact in Microsoft Outlook
Removes a contact from the address book
Try it →
Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
Try it →
Set categories to email in Microsoft Outlook
Set categories to a email
Try it →
Remove all categories in Microsoft Outlook
Remove all categories
Try it →
Forward email in Microsoft Outlook
Forward email
Try it →
cansale calender Event in Microsoft Outlook
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
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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
Try it →
Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
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Instant
Message is received in Chatra
Triggers the automation when a new message is received
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Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it →
No action is available

What can you automate with Chatra + Microsoft Outlook?

Streamline your live chat and email workflows with automated contact syncs, instant notifications, and organized records.

What you can automate?
💬
Sync Chatra conversations to Microsoft Outlook contacts automatically
Every new website chat generates a corresponding contact record in Microsoft Outlook the moment the conversation begins. Eliminate manual data entry and keep your contact lists updated.
📝
Capture every submitted visitor field and detail
Map all available chat data and visitor inputs directly into Microsoft Outlook contact fields and calendar events instead of just names and emails.
🔔
Notify the right team member as soon as chats arrive
Trigger instant email notifications in Microsoft Outlook whenever a new conversation starts or a customer message is received in Chatra.
🔀
Route records based on submitted visitor information
Perform different follow-up actions in Microsoft Outlook depending on specific keywords or requirements submitted during your Chatra sessions.
🔄
Keep Microsoft Outlook records updated as chats progress
Automatically update contact details, draft emails, and calendar events in Microsoft Outlook whenever chat statuses change in Chatra.
🔍
Search and update existing contacts instead of creating duplicates
Search for matching records in Microsoft Outlook before creating new contacts or events, keeping your database clean and organized.
⏱️
Handle later status changes when chats conclude
Trigger automated follow-up emails, draft creation, or calendar updates in Microsoft Outlook the moment a Chatra conversation is finished.
🔌
Extend your workflow to Slack and other popular apps
Connect Chatra and Microsoft Outlook with Slack, Shopify, or Zendesk to build multi-step operational pipelines for your entire team.
And much more...

Who is Chatra + Microsoft Outlook integration for?

Teams managing customer communications and contact records across Chatra and Microsoft Outlook eliminate manual data entry and keep operations synchronized.

Performance analysts
Performance analysts
Support leads
Support leads
Account managers
Account managers
Sales coordinators
Sales coordinators
Operations teams
Operations teams
Compliance officers
Compliance officers
📈
Performance analysts
You're reviewing chat engagement metrics but your contact database only updates when someone manually exports conversations, so the conversion counts you're reporting against are always a few hours behind — with this integration, every new conversation lands in Microsoft Outlook instantly and your data stays current.
Support leads
You need to respond immediately to urgent visitor inquiries, but waiting for manual contact entry means you find out about high-priority chats too late — automating both apps means every chat visitor generates a Microsoft Outlook contact right away and your team can act without delay.
🤝
Account managers
You answer to clients who want to see prompt follow-ups and complete communication logs, but manual tracking leaves gaps in your client history — integrating these apps means every conversation and email is logged accurately so client reviews are always up to date.
📊
Sales coordinators
The volume of inbound website chats is too high for anyone to keep up by hand, leading to missed follow-up emails and lost leads — with this integration, every Chatra visitor automatically populates Microsoft Outlook contacts and draft emails so nothing gets missed.
🔄
Operations teams
You own the next step in customer onboarding and depend on chat agents to hand over visitor details, but manual handoffs cause frustrating delays — automating both apps means contact records and emails are created instantly upon chat completion.
📋
Compliance officers
You need a reliable customer interaction history across all communication channels, but manual record-keeping keeps finding gaps in your archives — connecting these apps means every conversation and email syncs seamlessly into a complete archive.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Outlook + Chatra

Build and manage your Microsoft Outlook + Chatra 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 + Chatra 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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Automation is ready
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Frequently Asked Questions

How do I connect Chatra to Microsoft Outlook?
Frequently Asked Questions
You can connect Chatra to Microsoft Outlook in 1-click using ready workflows on Integrately or by asking Integrately AI to build your automation. It links your live chats with tools like Shopify, Slack, and Google Calendar instantly.
Can I automatically create Microsoft Outlook contacts from Chatra chats?
Frequently Asked Questions
Can I connect Chatra, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatra and Microsoft Outlook?
Frequently Asked Questions
How does Chatra handle visitor data during automation?
Frequently Asked Questions
Can Microsoft Outlook update contact records when chats finish?
Frequently Asked Questions
Is coding required to automate Chatra and Microsoft Outlook?
Frequently Asked Questions
Is the Chatra and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Chatra or Microsoft Outlook With 1500+ Other Apps

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