Microsoft Outlook + Retently Integration

Integrate Microsoft Outlook to Retently in one click, or tell Integrately AI how you want each contact handled. Sync customer details, update records, trigger satisfaction surveys, and track feedback automatically.

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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
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
Arrow Right
2.
  • 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
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    Delete contact 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
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready Workflows Ready Workflows for Microsoft Outlook + Retently Integration

Create customers, update contact records, trigger satisfaction surveys, and track responses, all in just one click.

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

Create Microsoft Outlook event for new Retently response

Any business that relies on online forms to collect customer data knows how important it is to have an efficient way to manage responses. Without a system in place, it can be all too easy for new responses to get lost in the shuffle. Integrately's Retently - Microsoft Outlook integration provides a simple solution by automatically creating Microsoft Outlook events for each new Retently response submission.

This integration ensures that every response is followed up in a timely manner, and no leads are left behind. In addition, this integration makes it easy to track which team member is responsible for each follow-up, making it easy to hold everyone accountable.

As a result, this Retently - Microsoft Outlook integration can help any business streamline its follow-up process and close more deals.
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Retently + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Microsoft Outlook. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Microsoft Outlook integration set up makes it easy to manage your customer relationships and grow your business.
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Retently + Microsoft Outlook Integration

Send Microsoft Outlook email for new Retently response

When you receive a new Retently response, you can automatically send a Microsoft Outlook email. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Microsoft Outlook email today. Your future self will thank you.
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  • 1of1
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 Microsoft Outlook + Retently flow

Connect supporting tools to log feedback, notify teams, and manage customer communications after your core sync finishes. Pick a combination and activate it in one click.

Microsoft Outlook
Retently
+
HubSpotHubSpot (4)
+
SalesforceSalesforce (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
ZendeskZendesk (3)
+
AsanaAsana (3)
M
R
H
Add every new Microsoft Outlook contact to Retently as a customer, and create a matching contact in HubSpot.
New Microsoft Outlook contacts immediately become Retently customers and HubSpot contacts, eliminating manual data entry across your tools.
R
M
H
When a new survey response is created in Retently, update the contact in Microsoft Outlook and create a deal in HubSpot.
Survey feedback in Retently updates your Microsoft Outlook contact and creates a HubSpot deal so your sales team can follow up immediately.
R
H
M
If a Retently survey response score is high, create a contact in HubSpot and send a follow-up email in Microsoft Outlook.
Promoter feedback in Retently triggers a new HubSpot contact creation and an automated follow-up email sent through Microsoft Outlook.
R
M
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Use Claude to analyse Retently survey feedback, update the contact in Microsoft Outlook, and create a ticket in HubSpot.
Claude analyses Retently feedback while Microsoft Outlook and HubSpot update contact records and support tickets automatically.

Supported triggers and actions for Microsoft Outlook and Retently

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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Reply to email in Microsoft Outlook
Reply to a email
Try it →
Set importance of email in Microsoft Outlook
Set importance of a email
Try it →
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 with extra recipients in Microsoft Outlook
Reply with extra recipients
Try it →
Delete contact in Microsoft Outlook
Removes a contact from the address book
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
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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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Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
Try it →

What can you automate with Microsoft Outlook + Retently?

Streamline customer feedback collection, contact synchronisation, and follow-up workflows between Microsoft Outlook and Retently.

What you can automate?
🔄
Sync Microsoft Outlook contacts to Retently automatically
Create or update customers in Retently the moment a new contact is created in Microsoft Outlook. Eliminate manual data entry and keep your survey recipient lists current.
📋
Capture every submitted survey field and response detail
Map all survey response answers and customer metrics from Retently into your contact records. Ensure your database retains complete feedback histories.
🔔
Notify the right team member when survey feedback arrives
Send instant notifications or emails whenever a customer submits a survey response in Retently. Keep stakeholders informed of satisfaction scores without delay.
🔀
Route workflows based on survey score results
Perform different actions depending on whether a survey score is positive or negative. Trigger urgent support tasks for low scores and automated thank-you notes for promoters.
🔄
Keep contact records updated as details change
Update contact information across Microsoft Outlook and Retently whenever details are modified. Maintain consistent customer profiles across both platforms.
🔍
Search and update existing records without duplicates
Search for customer records by email before creating new entries. Prevent duplicate contacts and keep your database clean and manageable.
⚙️
Handle later status changes like unsubscribes
Unsubscribe customers in Retently or update their status when requested through your email communications. Keep compliance preferences synchronised.
🔌
Extend your core flow to popular third-party tools
Connect your Microsoft Outlook and Retently workflow to Slack, HubSpot, or Salesforce. Trigger downstream team alerts and CRM updates automatically.
And much more...

Who is Microsoft Outlook + Retently integration for?

Customer success managers, support teams, and account executives who need seamless feedback collection and contact management without manual data entry delays.

Performance and data analysts
Performance and data analysts
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations teams
Sales operations teams
Customer success specialists
Customer success specialists
Operations coordinators
Operations coordinators
📈
Performance and data analysts
You're reviewing survey scores and contact metrics in reports, but your tracking tools only update when someone manually exports records, so your metric dashboards are always a few hours behind — with this integration, every new response lands in your systems instantly and your data stays current.
Customer support leads
You need to act fast on negative customer feedback, but response details remain trapped in survey tools until someone checks them by hand, so critical tickets are discovered too late — automating both apps means low scores create tickets instantly and your team resolves issues immediately.
🤝
Account managers
You answer to clients and stakeholders who want to see prompt follow-ups on their feedback, but cross-referencing email contacts with satisfaction scores takes hours of manual work — connecting these apps means contact updates and survey results sync automatically without manual bottlenecks.
📊
Sales operations teams
The volume of new contacts and customer feedback is too high for anyone to keep up with by hand, leading to missed follow-ups and unrecorded survey scores — with this integration, every contact and survey response processes automatically and your pipeline stays perfectly organised.
🎯
Customer success specialists
You own the next step in onboarding and depend on someone upstream to hand over contact details, but manual handoffs cause delays and missing information — automating both apps means contact creation triggers downstream actions instantly and your workflow proceeds without interruption.
📁
Operations coordinators
You need a reliable history of customer interactions across your communication and feedback channels, but manual record-keeping keeps leaving gaps in your database — integrating these apps means every contact and survey response logs reliably and your archive remains complete.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Microsoft Outlook + Retently

Build and manage your Microsoft Outlook + Retently 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 + Retently 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?

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Frequently Asked Questions

How do I connect Microsoft Outlook to Retently?
Frequently Asked Questions
You can connect Microsoft Outlook to Retently in 1 click using ready-made templates on Integrately. Link your accounts, select your preferred trigger and action, and ask Integrately AI to handle any custom field mapping you need.
Can I automatically create a Retently customer when a new contact is added in Microsoft Outlook?
Frequently Asked Questions
Can I connect Microsoft Outlook, Retently, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and Retently?
Frequently Asked Questions
How does Microsoft Outlook handle contact data during the integration?
Frequently Asked Questions
Can Retently survey responses update my Microsoft Outlook contacts?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Outlook and Retently?
Frequently Asked Questions
Is the Microsoft Outlook and Retently integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Outlook or Retently With 1500+ Other Apps

Microsoft Outlook
Popular Microsoft Outlook Integrations
Connect Microsoft Outlook with email, calendar, and CRM tools to streamline communication and contact management.
Retently
Popular Retently Integrations
Sync Retently with survey, customer success, and analytics tools to measure satisfaction and collect feedback across your stack.
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Retently Integrations arrow right
No popular apps found