Exact Online + Microsoft Outlook Integration

Integrate Exact Online to Microsoft Outlook in one click, or tell Integrately AI how you want each contact handled. Sync contact details across platforms, update calendars, send follow-up emails, and keep your communication channels aligned.

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1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Microsoft Outlook
    New Email Flagged in Microsoft Outlook
  • Microsoft Outlook
    Email with attachments received in inbox in Microsoft Outlook
  • Microsoft Outlook
    Email is received in folder in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received 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
Arrow Right
2.
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Microsoft Outlook
    cansale calender Event in Microsoft Outlook
  • Microsoft Outlook
    Forward email in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Create mail folder in Microsoft Outlook
  • Microsoft Outlook
    Move email to folder in Microsoft Outlook
  • Microsoft Outlook
    Search Email in specific folder in Microsoft Outlook
  • Microsoft Outlook
    Mark email as read in Microsoft Outlook
  • Microsoft Outlook
    Mark email as unread in Microsoft Outlook
  • Microsoft Outlook
    Set Flag Status for Email in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive Copy in Microsoft Outlook
  • Microsoft Outlook
    Set importance of email in Microsoft Outlook
  • Microsoft Outlook
    Reply to email 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
    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 Exact Online + Microsoft Outlook Integration

Create contacts, schedule calendar events, send follow-up emails, and update client records, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Outlook + Exact Online Integration

Create Exact Online contact for new Microsoft Outlook contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Outlook, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Microsoft Outlook and Exact Online!
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Exact Online + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Microsoft Outlook to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Microsoft Outlook.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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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 Exact Online + Microsoft Outlook flow

Connect your core records to CRMs, team channels, task managers, and customer databases after your main sync finishes. Pick a combination and activate it in one click.

Exact Online
Microsoft Outlook
+
SalesforceSalesforce (5)
+
ShopifyShopify (5)
+
SlackSlack (5)
+
StripeStripe (5)
+
AsanaAsana (5)
+
Google DriveGoogle Drive (5)
E
S
M
Add every new Exact Online contact to Salesforce, and send a notification email in Microsoft Outlook
New Exact Online contacts are automatically added to Salesforce and a notification email is sent via Microsoft Outlook, eliminating manual data entry across platforms.
E
S
M
When an Exact Online account is created, create a Salesforce account and draft an email in Microsoft Outlook
New Exact Online accounts instantly populate Salesforce records while creating a draft email in Microsoft Outlook for quick team follow-up.
E
S
M
When an Exact Online contact updates, update Salesforce and schedule a Microsoft Outlook event
Contact changes in Exact Online update your Salesforce records and schedule a calendar event in Microsoft Outlook automatically.
M
S
E
When an email is received in Microsoft Outlook, search Salesforce and update Exact Online contact records
Incoming Microsoft Outlook emails trigger a search in Salesforce and update contact details in Exact Online automatically.
E
S
M
Use Claude to analyze new Exact Online contacts, update Salesforce, and notify via Microsoft Outlook
Claude evaluates new Exact Online contacts before updating Salesforce records and sending notification emails through Microsoft Outlook.

Supported triggers and actions for Exact Online and Microsoft Outlook

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Search address by contact name in Exact Online
Searches for an address by contact name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Microsoft Outlook
Microsoft Outlook Triggers & Actions
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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Email is received in folder in Microsoft Outlook
Triggers the automation when an email is received
Try it →
Email is created in Microsoft Outlook
Triggers the automation when a new email is created
Try it →
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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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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cansale calender Event in Microsoft Outlook
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Forward email in Microsoft Outlook
Forward email
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Delete contact in Microsoft Outlook
Removes a contact from the address book
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Create mail folder in Microsoft Outlook
Create a mail folder
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Move email to folder in Microsoft Outlook
Move email to a folder
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Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
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Mark email as read in Microsoft Outlook
Mark email as a read
Try it →
Mark email as unread in Microsoft Outlook
Mark email as a unread
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Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
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Copy email in archive in Microsoft Outlook
Copy email in a archive
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Copy email in archive Copy in Microsoft Outlook
Copy email in a archive
Try it →
Set importance of email in Microsoft Outlook
Set importance of a email
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Reply to email in Microsoft Outlook
Reply to a email
Try it →
Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
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Set categories to email in Microsoft Outlook
Set categories to a email
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Remove all categories in Microsoft Outlook
Remove all categories
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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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What can you automate with Exact Online + Microsoft Outlook?

Streamline client onboarding, sync contact records, and automate email communications between Exact Online and Microsoft Outlook.

What you can automate?
🔄
Sync contacts between Exact Online and Microsoft Outlook automatically
Every new contact created in Exact Online instantly generates a matching contact in Microsoft Outlook, ensuring your communication tools and business software remain fully aligned.
📋
Capture every submitted contact field and detail
Map all available contact attributes and account details from Exact Online into Microsoft Outlook records rather than just basic names and email addresses.
Notify your team as soon as records update
Trigger instant notification emails or calendar events in Microsoft Outlook the moment key account modifications or project updates occur in Exact Online.
🔀
Route communications based on account tier or type
Send priority emails for enterprise accounts while routing standard inquiries to general inbox folders depending on submitted Exact Online data.
🔄
Keep downstream records updated when data changes
Automatically propagate contact edits and account updates across Microsoft Outlook and Exact Online so your team always views current information.
🔍
Search and update instead of creating duplicate records
Check for existing contacts in Microsoft Outlook before processing entries from Exact Online, preventing redundant profiles and messy data.
📅
Manage calendar events and follow-ups on status changes
Schedule meetings or update calendar entries in Microsoft Outlook whenever project milestones or account stages change in Exact Online.
🔗
Extend your workflow to additional third-party apps
Connect Exact Online and Microsoft Outlook data to team channels like Slack or project boards in Asana to expand your operational pipeline.
And much more...

Who is Exact Online + Microsoft Outlook integration for?

Business professionals and operations teams managing client accounts and communications benefit from streamlining Exact Online and Microsoft Outlook workflows without manual effort.

Finance managers and analysts
Finance managers and analysts
Sales account executives
Sales account executives
Client success leads
Client success leads
Operations coordinators
Operations coordinators
Billing and finance specialists
Billing and finance specialists
Compliance and audit teams
Compliance and audit teams
📈
Finance managers and analysts
You're reviewing account updates in Exact Online but tracking changes manually in Microsoft Outlook, so your reports are always running behind — with this integration, every contact syncs instantly and your numbers stay current.
Sales account executives
You're creating client profiles in Exact Online but missing time-sensitive email follow-ups in Microsoft Outlook, so prospective deals slip through the cracks — automating both apps means every new contact triggers immediate outreach.
🤝
Client success leads
You're logging project milestones in Exact Online while coordinating updates through Microsoft Outlook, so clients experience communication delays — connecting these apps means every project status update flows straight into your client emails.
📦
Operations coordinators
You're handling high volumes of customer accounts in Exact Online and manually drafting confirmation emails in Microsoft Outlook, so staff spend hours on repetitive tasks — this integration means every account creation triggers instant outreach.
🔄
Billing and finance specialists
You're updating financial records in Exact Online but waiting for team members to forward email notices in Microsoft Outlook, so billing handoffs get delayed — automating both apps means every update flows to the right inbox.
📋
Compliance and audit teams
You're maintaining client records in Exact Online while tracking communications in Microsoft Outlook, so audit trails frequently show missing entries — connecting these apps means every interaction logs reliably without gaps.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Microsoft Outlook

Build and manage your Exact Online + Microsoft Outlook automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Microsoft Outlook 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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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Microsoft Outlook?
Frequently Asked Questions
You can connect Exact Online to Microsoft Outlook using ready-made templates and 1-click automation setup on Integrately. Choose from 20 million+ templates or ask Integrately AI to build the workflow and map the fields for you.
Can I automatically sync my Exact Online contacts to Microsoft Outlook?
Frequently Asked Questions
Can I connect Exact Online, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Microsoft Outlook?
Frequently Asked Questions
How do contact updates in Exact Online trigger email alerts in Microsoft Outlook?
Frequently Asked Questions
How are calendar events handled between Exact Online and Microsoft Outlook?
Frequently Asked Questions
Can I set up Exact Online and Microsoft Outlook automations without coding?
Frequently Asked Questions
Is the Exact Online and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Exact Online or Microsoft Outlook With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
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Microsoft Outlook
Popular Microsoft Outlook Integrations
Sync Microsoft Outlook with calendar, productivity, and communication tools to keep your schedule and tasks aligned.