Microsoft Outlook + Solve CRM Integration

Integrate Microsoft Outlook to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Capture contact details, update your CRM records, alert your team, and trigger follow-ups 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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
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
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Microsoft Outlook + Solve CRM Integration

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

Most popular automationsmost-popular-automations
Microsoft Outlook + Solve CRM Integration

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

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

Send Microsoft Outlook email for new Solve CRM contact

Anytime a new contact is added to your Solve CRM, 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 Solve CRM - 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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Got a different task in mind? Describe it

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Connect more apps to your Microsoft Outlook + Solve CRM flow

Connect tools for scheduling, messaging, marketing, and finance to extend your automation pipeline. Pick a combination and activate it in one click.

Microsoft Outlook
Solve CRM
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
+
CalendlyCalendly (2)
+
MailchimpMailchimp (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
StripeStripe (2)
M
S
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Create a Solve CRM contact when a Microsoft Outlook contact is created, and schedule an event in Google Calendar.
New Microsoft Outlook contacts automatically generate a Solve CRM contact and a scheduled Google Calendar event.
S
G
M
Schedule a Google Calendar event when a Solve CRM company is created, and send a notification in Microsoft Outlook.
New Solve CRM companies trigger a Google Calendar meeting and send an update via Microsoft Outlook.
M
G
S
Create a Google Calendar event when a Microsoft Outlook calendar event is created, and add a contact in Solve CRM.
Microsoft Outlook calendar events automatically create Google Calendar bookings and Solve CRM contacts.

Supported triggers and actions for Microsoft Outlook and Solve CRM

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
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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
Try it →
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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Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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What can you automate with Microsoft Outlook + Solve CRM?

Streamline your contact management and client workflows by connecting Microsoft Outlook and Solve CRM.

What you can automate?
👥
Sync new contacts instantly
Automatically create a contact in Solve CRM the moment a new contact is created in Microsoft Outlook. Keep your sales pipeline updated without manual copying.
📋
Capture every submitted field
Map all available contact details and custom parameters from Microsoft Outlook directly into Solve CRM fields. Your database remains comprehensive and ready for review.
🔔
Alert your team immediately
Notify your team on Slack or via Microsoft Outlook email whenever a new contact or company is successfully registered in Solve CRM.
🔀
Route records based on custom fields
Send contacts to different Solve CRM pipelines or assign specific tasks depending on criteria submitted in your Microsoft Outlook emails and calendar events.
🔄
Keep records updated in real time
Automatically update contact details in Solve CRM whenever changes occur in Microsoft Outlook, ensuring your records never go stale.
🔍
Prevent duplicate records
Search existing database entries before creating new records in Solve CRM, ensuring clean data management across your entire organization.
📅
Handle status changes and calendar updates
Trigger downstream updates in Solve CRM whenever calendar events are created, updated, or completed in Microsoft Outlook.
🌐
Extend your workflow to Slack
Connect your core Microsoft Outlook and Solve CRM setup with Slack to keep your team informed and responsive around the clock.
And much more...

Who is Microsoft Outlook + Solve CRM integration for?

Connecting Microsoft Outlook and Solve CRM eliminates manual data entry for teams managing client communications, schedules, and CRM records.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Sales operations teams
Sales operations teams
Account coordinators
Account coordinators
CRM administrators
CRM administrators
📈
Performance marketers
You're tracking campaign responses in Microsoft Outlook but your CRM metrics only update when someone manually exports contacts, so the row counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Solve CRM instantly and your data stays current.
Sales representatives
You receive inbound prospect emails in Microsoft Outlook every day, but waiting to manually log each contact in Solve CRM means hot leads wait hours for a reply — with this integration, every contact is created in Solve CRM the moment it arrives so you can follow up immediately.
🤝
Client success managers
You schedule kickoff meetings and calendar events in Microsoft Outlook, but keeping client records up to date in Solve CRM takes hours of manual copying — with this integration, every calendar update syncs straight to your CRM so clients never experience administrative delays.
📊
Sales operations teams
You handle high volumes of inbound contact creation requests in Microsoft Outlook, and manual data entry between systems leads to missed records and duplicates — with this integration, every contact flows into Solve CRM automatically without manual oversight.
🔄
Account coordinators
You depend on upstream contact details arriving in Microsoft Outlook before you can set up accounts in Solve CRM, causing bottlenecks in your workflow — with this integration, every new record triggers downstream actions instantly.
🗂️
CRM administrators
You need a reliable, gap-free history of every client interaction originating from Microsoft Outlook, but manual logging leaves incomplete records in Solve CRM — with this integration, every contact and company is logged accurately from day one.
Our team

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Why choose Integrately to automate Microsoft Outlook + Solve CRM

Build and manage your Microsoft Outlook + Solve CRM 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 + Solve CRM 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
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Outlook to Solve CRM?
Frequently Asked Questions
You can connect Microsoft Outlook to Solve CRM in one click using ready-made templates on Integrately. With 1,500+ apps connected, you can also link tools like Google Calendar, Slack, and Mailchimp using 1-click setup or Integrately AI.
Can I automatically sync new Microsoft Outlook contacts to Solve CRM?
Frequently Asked Questions
Can I connect Microsoft Outlook, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and Solve CRM?
Frequently Asked Questions
How does Microsoft Outlook handle incoming email and contact triggers?
Frequently Asked Questions
Can Solve CRM trigger actions when new companies or contacts are created?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Outlook and Solve CRM?
Frequently Asked Questions
Is the Microsoft Outlook and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Outlook or Solve CRM With 1500+ Other Apps

Microsoft Outlook
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Solve CRM
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