Microsoft Outlook + Salesflare Integration

Integrate Microsoft Outlook to Salesflare in one click, or tell Integrately AI how you want each contact handled. Create contacts, log communications, update account records, and keep your sales pipeline current automatically.

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  • 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
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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Ready Workflows Ready Workflows for Microsoft Outlook + Salesflare Integration

Capture contacts, log meetings, update accounts, alert your team, and track opportunities, all in just one click.

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

Create Microsoft Outlook event for new Salesflare task

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

When a task is created in Salesflare, 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 Salesflare and Microsoft Outlook accounts in a matter of minutes.
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Microsoft Outlook + Salesflare Integration

Create Salesflare 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 Salesflare. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Salesflare integration, you can set up Integrately such that every new event created in your Microsoft Outlook, automatically creates a new tasks in your Salesflare. 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 + Salesflare Integration

Create Salesflare opportunity for new Microsoft Outlook event

Are you using Microsoft Outlook to manage your events? If so, did you know that you can also create opportunitys in your Salesflare directly from Microsoft Outlook events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Microsoft Outlook + Salesflare Integration

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

Create Salesflare opportunity from new Microsoft Outlook contact

Anytime a new contact is created in your Microsoft Outlook, a new opportunity will automatically be created in your Salesflare. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Outlook - Salesflare integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Microsoft Outlook + Salesflare Integration

Create Salesflare task for new Microsoft Outlook contact

In Microsoft Outlook, when you create a contact, it automatically creates a task in Salesflare 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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Salesflare + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Salesflare person

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 Salesflare - Microsoft Outlook integration, anytime a new Salesflare person 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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Salesflare + Microsoft Outlook Integration

Send Microsoft Outlook email for new Salesflare person

Anytime a new person is added to your Salesflare, 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 Salesflare - Microsoft Outlook integration, you can rest assured that your new person 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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Connect more apps to your Microsoft Outlook + Salesflare flow

Sync meetings, notify teams, schedule bookings, manage campaigns, and track tasks across your workflow. Pick a combination and activate it in one click.

Microsoft Outlook
Salesflare
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Google CalendarGoogle Calendar (8)
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SlackSlack (8)
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CalendlyCalendly (8)
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MailchimpMailchimp (8)
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AsanaAsana (8)
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StripeStripe (8)
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Create a Google Calendar event for every new Salesflare contact, and update the contact in Microsoft Outlook
New Salesflare contacts automatically generate calendar events in Google Calendar and update your Microsoft Outlook records, keeping your schedule and CRM aligned.
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Send a Microsoft Outlook email whenever a Google Calendar event is created for a Salesflare contact, and update the contact in Salesflare
Google Calendar events linked to Salesflare contacts instantly trigger Microsoft Outlook emails and update your CRM records.
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When a Google Calendar event is updated, update the matching Salesflare opportunity and Microsoft Outlook contact
Calendar updates automatically refresh your Salesflare opportunities and Microsoft Outlook contacts without manual editing.
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Create a Microsoft Outlook task for every Google Calendar event created from a Salesflare account, and update the account in Salesflare
Google Calendar events tied to Salesflare accounts automatically generate Microsoft Outlook tasks and update your CRM.
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If a Google Calendar event is marked high priority, create a Salesflare opportunity and send an email in Microsoft Outlook
High-priority calendar events automatically trigger Salesflare opportunities and notification emails in Microsoft Outlook.
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When a Google Calendar event is finished, update the Salesflare opportunity stage and update the Microsoft Outlook contact
Completed calendar meetings automatically advance your Salesflare opportunity stage and update Microsoft Outlook contacts.
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Use ChatGPT to summarise every Google Calendar meeting description, create a Salesflare task from the summary, and send an email in Microsoft Outlook
AI summarises your Google Calendar descriptions, generates Salesflare tasks, and sends Microsoft Outlook briefing emails.
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Turn every Google Calendar event into a Salesflare account, create an Asana task, and notify via Microsoft Outlook
Google Calendar meetings become Salesflare accounts, trigger Asana tasks, and send Microsoft Outlook notifications.

Supported triggers and actions for Microsoft Outlook and Salesflare

Mix and match to build the exact automation you need

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
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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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Delete contact in Microsoft Outlook
Removes a contact from the address book
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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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Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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What can you automate with Microsoft Outlook + Salesflare?

Streamline your sales pipeline by automatically syncing contacts, emails, meetings, and opportunities between Microsoft Outlook and Salesflare.

What you can automate?
🔄
Sync every new Microsoft Outlook contact directly into Salesflare as a contact
Automatically create a new contact in Salesflare the moment a contact is created in Microsoft Outlook, ensuring your CRM is always up to date without manual data entry.
📋
Capture every detail from Microsoft Outlook emails and contacts
Map all available contact fields, email contents, and calendar details from Microsoft Outlook into Salesflare instead of just names and email addresses.
🔔
Notify your team the moment a new lead arrives
Send instant notifications and emails through Microsoft Outlook or connected messaging apps whenever a new opportunity or contact is created in Salesflare.
🔀
Route leads and opportunities based on specific criteria
Perform different actions depending on the data submitted in your Microsoft Outlook emails or Salesflare opportunity fields, routing high-value leads automatically.
♻️
Keep destination records continuously synchronized
Update matching records in Salesflare whenever a contact or calendar event is modified in Microsoft Outlook, preventing outdated information.
🔍
Add or update records without creating duplicates
Search existing records in Salesflare before creating new entries, updating existing contacts and opportunities if they already exist in your database.
📊
Handle later status changes like won or lost deals
Trigger automated workflows when opportunity stages change in Salesflare or meetings are updated in Microsoft Outlook, keeping all systems aligned.
🔌
Extend your workflow to powerful supporting apps
Connect Microsoft Outlook and Salesflare with tools like Slack, Google Calendar, Asana, or Stripe to build multi-step operational pipelines.
And much more...

Who is Microsoft Outlook + Salesflare integration for?

Sales teams, account managers, and business owners use this integration to eliminate manual data entry, keep pipeline records current, and follow up with leads instantly.

Sales Leaders and Managers
Sales Leaders and Managers
Account Executives
Account Executives
Client Success Teams
Client Success Teams
High-Volume Sales Teams
High-Volume Sales Teams
Business Development Representatives
Business Development Representatives
Operations Specialists
Operations Specialists
📈
Sales Leaders and Managers
You're reviewing weekly pipeline metrics in Salesflare but your team's communication logs live scattered across Microsoft Outlook, so the conversion reports you present to leadership are always missing crucial email context — with this integration, every client interaction flows straight into your CRM and your pipeline reporting stays accurate.
Account Executives
You need to respond to inbound client requests the moment they land, but jumping between Microsoft Outlook and Salesflare means leads wait hours while you manually copy contact details — with this integration, new leads are created instantly in your CRM so you can reach out first.
🤝
Client Success Teams
You answer to stakeholders who expect up-to-date communication records across all platforms, but keeping Microsoft Outlook calendar events synced with Salesflare accounts takes hours of manual entry — with this integration, every client meeting updates your CRM records automatically.
📈
High-Volume Sales Teams
The volume of inbound emails and client inquiries is too high for your team to keep up by hand, leading to missed follow-ups and abandoned deals — with this integration, every Microsoft Outlook email automatically triggers CRM updates and task creation without human error.
💼
Business Development Representatives
You own the initial outreach and depend on your team to hand over qualified leads from Microsoft Outlook, but communication gaps cause leads to fall through the cracks — with this integration, every contact update flows directly into Salesflare for immediate prospecting.
🗂️
Operations Specialists
You need a reliable history of all client communications, but manual data transfers between Microsoft Outlook and Salesflare keep leaving costly gaps in your audit trail — with this integration, every record is captured automatically for complete data reliability.
Our team

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Why choose Integrately to automate Microsoft Outlook + Salesflare

Build and manage your Microsoft Outlook + Salesflare 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 + Salesflare 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 Salesflare?
Frequently Asked Questions
You can connect Microsoft Outlook to Salesflare easily using Integrately. With 1-click setup and Integrately AI, you can link Microsoft Outlook and Salesflare alongside apps like Slack, Google Calendar, and Asana in minutes.
Can I automatically sync Microsoft Outlook contacts to Salesflare?
Frequently Asked Questions
Can I connect Microsoft Outlook, Salesflare, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and Salesflare?
Frequently Asked Questions
How do Microsoft Outlook calendar events update Salesflare opportunities?
Frequently Asked Questions
Can Salesflare task updates trigger Microsoft Outlook email notifications?
Frequently Asked Questions
How do I automate data entry between Microsoft Outlook and Salesflare without coding?
Frequently Asked Questions
Is the Microsoft Outlook and Salesflare integration free?
Frequently Asked Questions
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