Microsoft Outlook + Concord Integration

Integrate Concord to Microsoft Outlook in one click, or tell Integrately AI how you want each contact handled. Sync contacts, schedule follow-ups, update emails, and alert your team 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
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
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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
  • Concord
    Create contact in Concord
  • Concord
    Search contact in Concord
  • Concord
    Update contact in Concord
  • Concord
    Delete contact in Concord
  • Concord
    Create note in Concord
  • Concord
    Update note in Concord
  • Concord
    Search note in Concord
  • Concord
    Delete note in Concord
  • Concord
    Create stage in Concord
  • Concord
    Update stage in Concord
  • Concord
    Search stage in Concord
  • Concord
    Delete stage in Concord
  • Concord
    Create company in Concord
  • Concord
    Search company in Concord
  • Concord
    Update company in Concord
  • Concord
    Delete company in Concord
  • Concord
    Create deal in Concord
  • Concord
    Search deal in Concord
  • Concord
    Update deal in Concord
  • Concord
    Delete deal in Concord
  • Concord
    Create user in Concord
  • Concord
    Search user in Concord
  • Concord
    Update user in Concord
  • Concord
    Delete user in Concord
  • Concord
    Create call in Concord
  • Concord
    Search call in Concord
  • Concord
    Update call in Concord
  • Concord
    Delete call in Concord
  • Concord
    Create product in Concord
  • Concord
    Search product in Concord
  • Concord
    Update product in Concord
  • Concord
    Delete product in Concord
  • Concord
    Create activity in Concord
  • Concord
    Search activity in Concord
  • Concord
    Update activity in Concord
  • Concord
    Delete activity in Concord
  • Concord
    Create pipeline in Concord
  • Concord
    Search pipeline in Concord
  • Concord
    Update pipeline in Concord
  • Concord
    Delete pipeline in Concord
  • Concord
    Search document in Concord
  • Concord
    Delete document in Concord

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Ready Workflows Ready Workflows for Concord + Microsoft Outlook Integration

Capture contacts, organise responses, keep calendars updated, alert your team, and send follow-ups, all in just one click.

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

Create Concord deal for new Microsoft Outlook event

Are you using Microsoft Outlook to manage your events? If so, did you know that you can also create deals in your Concord 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 + Concord Integration

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

Create Concord deal from new Microsoft Outlook contact

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

This Microsoft Outlook - Concord 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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Concord + Microsoft Outlook Integration

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

Send Microsoft Outlook email for new Concord contact

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

Send Microsoft Outlook email for new Concord deal

Whenever a new deal is created in your Concord, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Outlook email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Concord - Microsoft Outlook integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Connect more apps to your Concord + Microsoft Outlook flow

Sync your core deal and calendar records with CRMs, messaging tools, and payment gateways to keep your entire business aligned. Pick a combination and activate it in one click.

Microsoft Outlook
Concord
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
C
M
S
Add every new Concord contact to Microsoft Outlook, and create a matching lead in Salesforce
New Concord contacts immediately appear in Microsoft Outlook and Salesforce without manual copying.
C
M
S
When a deal is created in Concord, schedule a Microsoft Outlook calendar event and update Salesforce
New Concord deals instantly generate calendar events in Microsoft Outlook and update records in Salesforce.
C
M
S
When a Concord deal stage changes, send a Microsoft Outlook email and update Salesforce
Deal stage updates in Concord trigger automated Microsoft Outlook emails and Salesforce status changes.
C
M
S
Create a Salesforce task and a Microsoft Outlook draft whenever a new Concord company is added
New Concord companies generate follow-up tasks in Salesforce and draft emails in Microsoft Outlook.

Supported triggers and actions for Microsoft Outlook and Concord

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
Try it →
Reply to email in Microsoft Outlook
Reply to a email
Try it →
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
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
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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
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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Concord
Concord Triggers & Actions
Instant
Contact is created in Concord
Triggers the automation when a new contact is created
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Instant
Company is created in Concord
Triggers the automation when a new company is created
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Instant
Deal status is changed in Concord
Triggers the automation when the deal status is changed
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Instant
Deal is created in Concord
Triggers the automation when a deal is created
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Instant
Deal stage is changed in Concord
Triggers the automation when the deal stage is changed
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Stage is created in Concord
Triggers the automation when a new stage is created
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Note is created in Concord
Triggers the automation when a new note is created
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User is created in Concord
Triggers the automation when a new user is created
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Call is created in Concord
Triggers the automation when a new call is made
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Product is created in Concord
Triggers the automation when a new product is created
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Activity is created in Concord
Triggers the automation when a new activity is created
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Pipeline is created in Concord
Triggers the automation when a new pipeline is created
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Document is created in Concord
Triggers the automation when a new document is created
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Instant
Document status is changed in Concord
Triggers the automation when the document status is updated
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Create contact in Concord
Adds a new contact to the database
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Search contact in Concord
Finds and retrieves contact information
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Update contact in Concord
Updates contact information with new details
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Delete contact in Concord
Removes a contact from the address book
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Create note in Concord
Creates a new note in the particular format
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Update note in Concord
Updates a note with new information
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Search note in Concord
Searches for a note
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Delete note in Concord
Removes a selected note
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Create stage in Concord
Generates a new stage for the workflow
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Update stage in Concord
Updates the current stage in the workflow process
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Search stage in Concord
Searches for a stage
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Delete stage in Concord
Removes a stage or step from the workflow
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Create company in Concord
Generates a new company profile with given details
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Search company in Concord
Finds information about a company
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Update company in Concord
Updates company information
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Delete company in Concord
Removes a company from the database
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Create deal in Concord
Generates a new deal with
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Search deal in Concord
Retrieves and find a deal
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Update deal in Concord
Updates deal information based on new criteria or changes
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Delete deal in Concord
Removes a deal entry from the system
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Create user in Concord
Generates a new user account
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Search user in Concord
Searches for a user
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Update user in Concord
Updates user information
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Delete user in Concord
Removes a user from the system
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Create call in Concord
Initiates a call to the recipient
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Search call in Concord
Searches for a call
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Update call in Concord
Updates call information
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Delete call in Concord
Deletes a call entry from the database
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Create product in Concord
Generates and launch new products
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Search product in Concord
Searches for a product
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Update product in Concord
Updates product information
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Delete product in Concord
Removes a selected product from the database
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Create activity in Concord
Generates a new activity or task
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Search activity in Concord
Retrieves search results based on particular criteria
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Update activity in Concord
Updates the activity with the latest information
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Delete activity in Concord
Removes an activity or task from the system upon user command
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Create pipeline in Concord
Creates a new pipeline
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Search pipeline in Concord
Searches for a pipeline
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Update pipeline in Concord
Refreshes the pipeline configuration to reflect any changes made
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Delete pipeline in Concord
Removes a particular pipeline from the automation workflow
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Search document in Concord
Locates and retrieves document based on search criteria
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Delete document in Concord
Removes a particular document from the system
Try it →

What can you automate with Concord + Microsoft Outlook?

Streamline your customer management, email coordination, and calendar scheduling with powerful automated workflows.

What you can automate?
🔄
Sync Concord contacts to Microsoft Outlook automatically
Create Microsoft Outlook contacts the moment a new contact is added in Concord, eliminating manual copy-pasting across your tools.
📋
Capture every submitted deal field accurately
Map all available deal attributes and customer details into your calendar and email drafts instead of just basic names.
🔔
Notify your team as soon as deals change
Alert your sales channels instantly whenever deal stages are updated or new corporate accounts are registered.
🔀
Route actions based on deal criteria
Trigger specific email templates or calendar bookings depending on the specific deal stage or value submitted in Concord.
🔄
Keep calendar events updated in real time
Reflect meeting changes and schedule adjustments instantly across your Microsoft Outlook calendar whenever CRM records are modified.
🛡️
Prevent duplicate records across your stack
Search existing entries before creating new contacts or calendar events to maintain a clean and organized database.
💳
Manage later status changes seamlessly
Trigger follow-up tasks and email notifications automatically when deals are marked won, lost, or moved to advanced stages.
💬
Extend workflows to Slack channels
Combine Concord and Microsoft Outlook with Slack to broadcast important deal milestones and team updates instantly.
And much more...

Who is Concord + Microsoft Outlook integration for?

Sales teams, account managers, and business operators use this integration to eliminate manual data entry, synchronize contacts, and keep schedules updated seamlessly.

Sales Managers
Sales Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Business Development Reps
Business Development Reps
Sales Operations Specialists
Sales Operations Specialists
Sales Directors
Sales Directors
📈
Sales Managers
You review deal pipelines and contact reports every morning, but manual export delays mean your dashboard is always missing recent leads — this integration means every new contact and deal record syncs instantly and your pipeline reports stay current.
Account Executives
You need to act fast on new deal updates, but notification bottlenecks leave you finding out about scheduled meetings hours too late — with this integration, every deal change triggers immediate calendar updates and team alerts.
🤝
Customer Success Leads
You answer to key clients who expect prompt onboarding, but manual coordination between your CRM and email causes delays — automating both apps means welcome emails and calendar events are dispatched the moment an account is created.
📊
Business Development Reps
The volume of new leads entering your pipeline is too high for anyone to keep up by hand, leading to missed follow-ups — this integration means every submission flows straight into your contacts without manual copying.
🔄
Sales Operations Specialists
You own the handoff between pipeline stages and depend on upstream teams to update records correctly, but gaps constantly appear — connecting these apps means every stage change updates your tools automatically.
🗂️
Sales Directors
You need a reliable customer history across your communication and CRM stack, but manual logging leaves persistent gaps in your records — this integration means every interaction is captured accurately from day one.
Our team

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

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Why choose Integrately to automate Microsoft Outlook + Concord

Build and manage your Microsoft Outlook + Concord 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 + Concord 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.
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Frequently Asked Questions

How do I connect Concord to Microsoft Outlook?
Frequently Asked Questions
You can connect Concord to Microsoft Outlook in 1-click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations across apps like Salesforce, Hubspot, and Slack.
Can I automatically sync my Concord contacts to Microsoft Outlook?
Frequently Asked Questions
Can I connect Concord, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Concord and Microsoft Outlook?
Frequently Asked Questions
How does Concord handle contact and deal creation in automations?
Frequently Asked Questions
How does Microsoft Outlook handle calendar events and emails in automations?
Frequently Asked Questions
Do I need coding skills to automate Concord and Microsoft Outlook?
Frequently Asked Questions
Is the Concord and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Concord or Microsoft Outlook With 1500+ Other Apps

Concord
Popular Concord Integrations
Connect Concord with CRMs, billing tools, and analytics platforms to manage and follow up on your deals.
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Concord Integrations arrow right
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Microsoft Outlook
Popular Microsoft Outlook Integrations
Sync Microsoft Outlook with project management, support, and communication tools to keep data working across your stack.