Insightly CRM & Outlook Integration

Outlook is a widely used email and personal information management software developed by Microsoft. It offers email communication, calendar organization, task management, and contact tracking. Outlook helps individuals and organizations manage their schedules, collaborate on projects, and stay organized by integrating various productivity features into one application.

Why integrate Insightly and Outlook with AppConnect?

Unify tasks, emails, and contacts when you integrate Insightly and Outlook. Experience efficient CRM management, email communication, and improved productivity, all in one integrated workspace.

Use Cases: Integrating Insightly and Outlook with AppConnect

  • View Insightly CRM data from Outlook Easily search and locate contacts, leads, opportunities, and projects linked to emails. Gaining more visibility while eliminating the need to switch between your inbox and Insightly.
  • Save emails into Insightly with one click Save time with the ability to save email communications directly to Insightly CRM from Outlook in a single click. Enhance CRM information with notes, links, new contacts, and more.
  • Seamlessly sync your calendar events Integrating Outlook with Insightly CRM gives you the ability to share your calendar across both platforms, as well as sync events and tasks, keeping appointments and tasks updated.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself