Connect Insightly CRM and Microsoft 365 Email (Outlook) integrations

Connect Insightly CRM and Microsoft 365 Email (Outlook) with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Insightly CRM and Microsoft 365 Email (Outlook) to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Insightly CRM

Triggers when a new object of a selected type is created.

Insightly CRM
Microsoft 365 Email (Outlook)
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Action
Select an action...
Microsoft 365 Email (Outlook)

Adds an large attachement to a message.

Microsoft 365 Email (Outlook)

Creates a new draft message.

Microsoft 365 Email (Outlook)

Creates and sends a new message immediately.

Microsoft 365 Email (Outlook)

Deletes a message.

Microsoft 365 Email (Outlook)

Downloads an attachment to a message.

Microsoft 365 Email (Outlook)

Forwards a message.

Microsoft 365 Email (Outlook)

Gets the metadata of a specified message.

Microsoft 365 Email (Outlook)

Performs an arbitrary authorized API call.

Microsoft 365 Email (Outlook)

Moves a message to a selected folder in the mailbox.

Microsoft 365 Email (Outlook)

Replies to the sender of a message.

Microsoft 365 Email (Outlook)

Sends a draft message.

Microsoft 365 Email (Outlook)

Updates an existing message.

Microsoft 365 Email (Outlook)

Retrieves a list of attachment to a message.

Microsoft 365 Email (Outlook)

Searches for the messages.

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Build your Insightly CRM and Microsoft 365 Email (Outlook) integrations.

Create custom Insightly CRM and Microsoft 365 Email (Outlook) workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Email (Outlook)
Add an Attachment

Adds an large attachement to a message.

Action
Microsoft 365 Email (Outlook)
Create a Draft Message

Creates a new draft message.

Action
Microsoft 365 Email (Outlook)
Create and Send a Message

Creates and sends a new message immediately.

Action
Insightly CRM
Create object

Creates a new object of a selected type.

Action
Microsoft 365 Email (Outlook)
Delete a Message

Deletes a message.

Action
Microsoft 365 Email (Outlook)
Download an Attachment

Downloads an attachment to a message.

Action
Microsoft 365 Email (Outlook)
Forward a Message

Forwards a message.

Action
Microsoft 365 Email (Outlook)
Get a Message

Gets the metadata of a specified message.

Action
Microsoft 365 Email (Outlook)
List Attachments

Retrieves a list of attachment to a message.

Search

Popular Insightly CRM and Microsoft 365 Email (Outlook) workflows.

Looking to get more out of Insightly CRM and Microsoft 365 Email (Outlook)? With Make you can visually integrate Insightly CRM and Microsoft 365 Email (Outlook) into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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