Microsoft Outlook + SmartSuite Integration

Integrate Microsoft Outlook to SmartSuite in one click, or tell Integrately AI how you want each email handled. Extract details, create records, update fields, alert your team, and trigger follow-ups 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
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
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Ready Workflows Ready Workflows for Microsoft Outlook + SmartSuite Integration

Capture emails, create records, organise details, update databases, and send follow-ups, all in just one click.

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

Create SmartSuite row for new Microsoft Outlook contact

When a new contact is created in your Microsoft Outlook, you can automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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SmartSuite + Microsoft Outlook Integration

Create Microsoft Outlook contact for new SmartSuite row

Automatically creating Microsoft Outlook contact records for new SmartSuite row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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SmartSuite + Microsoft Outlook Integration

Send Microsoft Outlook email for new SmartSuite row

Automatically sending a Microsoft Outlook email whenever a new SmartSuite row is created helps to ensure that you never miss an important update. Using this SmartSuite - Microsoft Outlook integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Microsoft Outlook email for every new SmartSuite row is an essential way to stay on top of your work.
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Connect more apps to your Microsoft Outlook + SmartSuite flow

Route records to team channels, trigger follow-up bookings, and sync documents as soon as your core pair finishes. Pick a combination and activate it in one click.

Microsoft Outlook
SmartSuite
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Microsoft TeamsMicrosoft Teams (3)
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SlackSlack (3)
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CalendlyCalendly (3)
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ZoomZoom (3)
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Google DriveGoogle Drive (3)
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DocuSignDocuSign (3)
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When an email is received in Microsoft Outlook, create a record in SmartSuite, and post an alert in Microsoft Teams.
New Microsoft Outlook emails appear in SmartSuite as a record instantly while Microsoft Teams notifies your channel, keeping your team aligned without manual updates.
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When a contact is created in Microsoft Outlook, add a record in SmartSuite, and notify your sales channel in Microsoft Teams.
Every new Microsoft Outlook contact instantly populates SmartSuite and alerts Microsoft Teams, eliminating manual data entry for your sales reps.
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When a SmartSuite record is updated, update the matching event in Microsoft Outlook, and post the change in Microsoft Teams.
SmartSuite record updates automatically modify Microsoft Outlook calendar events and notify Microsoft Teams, keeping schedules and databases synchronized.

Supported triggers and actions for Microsoft Outlook and SmartSuite

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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SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
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Record is updated in SmartSuite
Triggers the automation when any record is updated
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Search record in SmartSuite
Searches for a record within a given database
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Create record in SmartSuite
Generates a new record
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Update record in SmartSuite
Updates a record with new information
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Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
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What can you automate with Microsoft Outlook + SmartSuite?

Streamline your communication and work management by connecting Microsoft Outlook triggers to SmartSuite actions.

What you can automate?
Create SmartSuite records from Microsoft Outlook emails
Automatically generate a new record in SmartSuite whenever an email is received or created in Microsoft Outlook, eliminating manual copy-pasting.
📋
Capture every submitted contact detail
Map names, email addresses, phone numbers, and notes from Microsoft Outlook contacts directly into separate SmartSuite fields for structured tracking.
🔔
Notify team channels instantly
Alert your team in Microsoft Teams or Slack the moment a new Microsoft Outlook calendar event or email arrives and populates SmartSuite.
🔀
Route records based on email content
Perform different actions in SmartSuite depending on keywords or categories found in your incoming Microsoft Outlook communications.
🔄
Keep project databases updated in real time
Ensure your SmartSuite records reflect the latest changes whenever a Microsoft Outlook contact or calendar event is updated.
🔍
Search and update existing records
Check for existing entries in SmartSuite before creating new ones, updating records to prevent duplicate data entry.
📅
Manage calendar events and schedules
Create, update, or search calendar events in Microsoft Outlook whenever corresponding records change status in SmartSuite.
📁
Extend workflows to external apps
Connect your core Microsoft Outlook and SmartSuite workflow with Google Drive, DocuSign, or Calendly for multi-step automations.
And much more...

Who is Microsoft Outlook + SmartSuite integration for?

Teams managing client communications, calendars, and project workflows save hours of manual data entry by keeping Microsoft Outlook and SmartSuite perfectly synchronised.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Performance analysts
You pull report metrics from Microsoft Outlook communications, but your project records only update when someone manually exports data, so the row counts you review are always outdated — automating both apps means every email and contact lands in SmartSuite instantly and your data stays current.
Sales representatives
You need to act fast on incoming client enquiries, but you find out about new emails hours later when checking your inbox — connecting these apps means every lead creates a SmartSuite record the moment it arrives so you can respond first.
🤝
Account managers
You answer to clients who want to see project progress, but tracking updates across email threads and databases takes hours — this integration means every meeting and task syncs automatically to show accurate status reports.
📊
Operations leads
The volume of daily emails and calendar events is too high for anyone to keep up with by hand, leading to missed follow-ups — connecting these apps means every task and contact populates SmartSuite without manual typing.
🔄
Project coordinators
You depend on upstream team members to hand over client details from Microsoft Outlook before you can build records in SmartSuite — automating both apps means records are created the second an email or event occurs.
🗂️
Finance specialists
You need a reliable history of all client agreements and communications, but keep finding gaps where emails weren't logged — this integration means every interaction is recorded accurately in SmartSuite.
Our team

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Why choose Integrately to automate Microsoft Outlook + SmartSuite

Build and manage your Microsoft Outlook + SmartSuite 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 + SmartSuite 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 SmartSuite?
Frequently Asked Questions
You can connect Microsoft Outlook to SmartSuite in one click using pre-built templates on Integrately, or use Integrately AI to build custom workflows linking Microsoft Teams, Slack, and other tools.
Can I automatically create SmartSuite records from Microsoft Outlook emails?
Frequently Asked Questions
Can I connect Microsoft Outlook, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and SmartSuite?
Frequently Asked Questions
How does Microsoft Outlook handle contact updates in this integration?
Frequently Asked Questions
Can SmartSuite updates modify Microsoft Outlook calendar events?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Outlook and SmartSuite?
Frequently Asked Questions
Is the Microsoft Outlook and SmartSuite integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Outlook or SmartSuite With 1500+ Other Apps

Microsoft Outlook
Popular Microsoft Outlook Integrations
Connect Microsoft Outlook to CRM, email marketing, and customer support tools to streamline your daily communications.
SmartSuite
Popular SmartSuite Integrations
Sync SmartSuite with project management, reporting, and database tools to keep work organised across your entire stack.