Microsoft Outlook and Zoho CRM integration

Save yourself the work of writing custom integrations for Microsoft Outlook and Zoho CRM and use n8n instead. Build adaptable and scalable Communication, and Sales workflows that work with your technology stack. All within a building experience you will love.

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How to connect Microsoft Outlook and Zoho CRM

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Microsoft Outlook and Zoho CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Microsoft Outlook and Zoho CRM nodes

You can find Microsoft Outlook and Zoho CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Microsoft Outlook and Zoho CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Microsoft Outlook and Zoho CRM integration: Add and configure Microsoft Outlook and Zoho CRM nodes

Step 3: Connect Microsoft Outlook and Zoho CRM

A connection establishes a link between Microsoft Outlook and Zoho CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Microsoft Outlook and Zoho CRM integration: Connect Microsoft Outlook and Zoho CRM

Step 4: Customize and extend your Microsoft Outlook and Zoho CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Microsoft Outlook and Zoho CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Microsoft Outlook and Zoho CRM integration: Customize and extend your Microsoft Outlook and Zoho CRM integration

Step 5: Test and activate your Microsoft Outlook and Zoho CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Microsoft Outlook to Zoho CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Microsoft Outlook and Zoho CRM integration: Test and activate your Microsoft Outlook and Zoho CRM workflow

Build your own Microsoft Outlook and Zoho CRM integration

Create custom Microsoft Outlook and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Microsoft Outlook supported actions

Create

Create a new calendar

Delete

Delete a calendar

Get

Retrieve a calendar

Get Many

List and search calendars

Update

Update a calendar

Create

Create a new contact

Delete

Delete a contact

Get

Retrieve a contact

Get Many

List and search contacts

Update

Update a contact

Create

Create a new email draft

Delete

Delete an email draft

Get

Retrieve an email draft

Send

Send an existing email draft

Update

Update an email draft

Create

Create a new event

Delete

Delete an event

Get

Retrieve an event

Get Many

List and search events

Update

Update an event

Create

Create a mail folder in the root folder of the user's mailbox

Delete

Delete a folder

Get

Retrieve a folder

Get Many

Get many folders

Update

Update a folder

Get Many

Retrieves the messages in a folder

Delete

Delete a message

Get

Retrieve a single message

Get Many

List and search messages

Move

Move a message to a folder

Create a reply to a message

Send

Send a message

Update

Update a message

Add

Add an attachment to a message

Download

Download an attachment from a message

Get

Retrieve information about an attachment of a message

Get Many

Retrieve information about the attachments of a message

Zoho CRM supported actions

Create

Create an account

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Update

Update an account

Create

Create a contact

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a deal

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create an invoice

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an invoice

Get

Get an invoice

Get Many

Get many invoices

Update

Update an invoice

Create

Create a lead

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Fields

Get lead fields

Get Many

Get many leads

Update

Update a lead

Create

Create a product

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a product

Get

Get a product

Get Many

Get many products

Update

Update a product

Create

Create a purchase order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a purchase order

Get

Get a purchase order

Get Many

Get many purchase orders

Update

Update a purchase order

Create

Create a quote

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a quote

Get

Get a quote

Get Many

Get many quotes

Update

Update a quote

Create

Create a sales order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a sales order

Get

Get a sales order

Get Many

Get many sales orders

Update

Update a sales order

Create

Create a vendor

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a vendor

Get

Get a vendor

Get Many

Get many vendors

Update

Update a vendor

Microsoft Outlook and Zoho CRM integration details

Microsoft Outlook is a professional email service offered by Microsoft. It serves as an information manager, calendar, task manager, note-taker, and much more. It is widely used by individuals and businesses across the world.

Microsoft Outlook node docs + examples

Microsoft Outlook credential docs

See Microsoft Outlook integrations

Related categories

Communication

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

Zoho CRM node docs + examples

Zoho CRM credential docs

See Zoho CRM integrations

Related categories

Communication

Sales

Other integrations with Microsoft Outlook