
lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostr navigation et dolore magna aliqua.


George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fec87dd0e157abed8761/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger".</li>
 <li>Search for Microsoft Outlook and select it.</li>
 <li>Choose a trigger event, such as "New Email" or "New Contact".</li>
 <li>Connect your Outlook account and select the mailbox or calendar to monitor.</li>
 <li>Click "Action" and search for Brevo to add it as your action app.</li>
 <li>Select an action event, such as "Add or Update Contact" or "Send Email".</li>
 <li>Connect your Brevo account when prompted. You'll need your API key from Brevo's integration settings.</li>
 <li>Map Outlook data (e.g., name, email, event details) to Brevo fields.</li>
 <li>Run a test to verify that Outlook data syncs correctly with Brevo.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Brevo Microsoft-Outlook Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ceea98365d086570425/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the bottom left corner of the ClickUp interface.</li>
 <li>Select 'Settings'.</li>
 <li>Click 'Calendars'.</li>
 <li>Click 'Connect'.</li>
 <li>Select 'Save'.</li>
 <li>Choose and click 'Outlook'.</li>
 <li>When prompted, click 'Open Pick an app'.</li>
 <li>Click 'Copy' to copy the calendar subscription URL.</li>
 <li>An Outlook modal appears and pastes the calendar subscription in the space provided.</li>
 <li>Enter your calendar name for Outlook. </li>
 <li>Click 'Import' and that's it! The calendar will be automatically updated. Allowing for a seamless task and calendar management experience between the two platforms.</li>
</ol>

How to Add ClickUp to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e4cd673bd5aa8e603e7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and click 'My Plans'.</li>
 <li>After that, select and open the plan you want to use.</li>
 <li>Navigate to the top menu bar, then click the drop-down arrow next to the plan name.</li>
 <li>Subsequently, select 'Add Plan to Outlook Calendar'.</li>
 <li>Tick the radio button beside 'Publish, Share With Anyone' and then tap 'Add to Outlook' to proceed.</li>
 <li>Provide the required information and configure the necessary settings</li>
 <li>Finally, tap 'Import' to proceed and save the changes.</li>
</ol>

How to Add Microsoft Planner to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ec3d673bd5aa8e60d50/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Outlook Mail's main dashboard, navigate to the left-side panel and click the 'Calendar' option.</li>
 <li>After that, click 'Groups' to proceed.</li>
 <li>Select the SharePoint site that contains the calendar event you wish to add to Outlook. Simply tick the radio button next to it.</li>
 <li>Finally, your SharePoint calendar event will be added to your Outlook calendar. </li>
</ol>

How to Add SharePoint Calendar Events to the Outlook Calendar

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f1ed673bd5aa8e61446/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Microsoft's homepage, go to the top navigation bar and click 'All Microsoft'.</li>
 <li>Select 'App Source' from the list of options.</li>
 <li>After that, search for 'Zoom' and pick 'Zoom For Outlook' from the suggested results.</li>
 <li>Find and click 'Zoom For Outlook Extension'.</li>
 <li>Following that, click 'Get It Now'.</li>
 <li>Finally, fill out the input fields with the required information and then tap 'Get It Now' to add the Zoom plugin to your Outlook account.</li>
</ol>

How to Add the Zoom Plugin to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f58d673bd5aa8e6192a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and click 'Meetings'.</li>
 <li>After that, find the Zoom meeting you want to add to Outlook and then click the 'Edit' button next to it.</li>
 <li>Update the original meeting details if necessary. Once done, scroll down and tap 'Save'.</li>
 <li>Finally, click 'Outlook Calendar' to download the selected Zoom meeting as ICS file.</li>
 <li>Import the ICS file to your Outlook Calendar once the copy becomes available on your device.</li>
</ol>

How to Add Zoom Meetings to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb1d673bd5aa8e62355/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Choose 'Microsoft Outlook' as the trigger app.</li>
 <li>Select a trigger event such as 'New Calendar Event'.</li>
 <li>Authorize Zapier to access your Outlook account.</li>
 <li>Select the calendar you want to monitor.</li>
 <li>Click 'Test trigger' and zapier will fetch a recent event from your Outlook calendar to test the setup.</li>
 <li>Choose 'Todoist' as the action app.</li>
 <li>Select 'Create Task' as the action event. </li>
 <li>Authorize your Todoist account.</li>
 <li>Customize the Task in Todoist and click 'Continue'.</li>
 <li>Click 'Test step' to confirm the data from the Outlook event creates a task in Todoist.</li>
 <li>After successful testing, click 'Publish'.</li>
</ol>

How to Automate Todoist from Outlook Calendar Events Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3329ab56e05a00fd7236/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Outlook's main dashboard, navigate to the top menu bar and click the drop-down arrow next to the 'New Mail' option.</li>
 <li>Choose 'Group' from the list of options.</li>
 <li>After that, come up with a unique group name and description. Enter the details into their respective input fields.</li>
 <li>Once done, tap 'Create' to proceed.</li>
 <li>After completing these steps, the newly created Office 365 group in Outlook will be connected automatically to its corresponding SharePoint site. Simply click the 'SharePoint' icon at the top-right corner to access it on your end. </li>
</ol>

How to Connect a SharePoint Site to an Office 365 Group in Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a332aab56e05a00fd724e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Outlook's New Mail Dashboard, go to the top menu bar and click 'Insert'.</li>
 <li>Tap 'Attach File' afterwards.</li>
 <li>Select 'OneDrive' from the list of options.</li>
 <li>Following that, tap 'Groups'.</li>
 <li>Browse the given options and select the specific SharePoint site you wish to integrate.</li>
 <li>After completing these steps, the selected SharePoint site will be connected to Outlook. From there, you can access and use all the files stored in your SharePoint site. Simply select the file and tap 'Share Link' to attach it to your Outlook email.</li>
</ol>

How to Connect a SharePoint Site to Outlook When Attaching Files

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33d6ab56e05a00fd8382/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the settings icon</li>
 <li>Navigate to the General section</li>
 <li>Click on the Email tab.</li>
 <li>Click here to continue</li>
 <li>Tick the checkbox and click on Connect your inbox</li>
 <li>Enter your email address that you want to connect and hit Next</li>
 <li>If HubSpot cannot identify your email provider, you will see this prompt</li>
 <li>Select the Microsoft Outlook tile.</li>
 <li>Hit Continue to be directed to your Microsoft Outlook page and Finish connecting your Outlook Account</li>
</ol>

Hubspot - connect to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3430ab56e05a00fd8b64/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Outlook' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Outlook account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Outlook to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3510ab56e05a00fd96a6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Power Automate's main dashboard, navigate to the left-side panel and click 'Templates'.</li>
 <li>Find and select your preferred flow that specifically involves SharePoint and Outlook.</li>
 <li>After that, provide the user credentials of your Microsoft account that holds access to both apps. Once done, click 'Continue' to proceed.</li>
 <li>At this point, you can now build the flow. To get started, click the first tab to set up the required parameters.</li>
 <li>Specify the SharePoint site and list you prefer to use. Simply click their respective drop-down menus and choose one from the given options.</li>
 <li>Following that, click the next tab to proceed further.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, head over to the top menu bar and click 'Save'.</li>
 <li>After completing these steps, your SharePoint and Outlook accounts will be connected based on your preferred flow.</li>
</ol>

How to Connect SharePoint to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3582ab56e05a00fd9e69/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the main dashboard of your SharePoint site, go to the left-side panel and tap 'Site Contents'.</li>
 <li>Browse the list and click the SharePoint calendar you wish to integrate.</li>
 <li>After that, go to the top menu bar and tap 'Calendar'.</li>
 <li>Finally, click the 'Connect to Outlook' option inside the Connect &amp; Export tab to authorize the integration between the two Microsoft Apps. Make sure that you have the required access level to configure it on your end.</li>
</ol>

How to Connect Your SharePoint Calendar to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4049ab56e05a00fe8591/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Access the main dashboard of your Microsoft Outlook account and open any available email.</li>
 <li>After that, click the 'More Actions' icon at the top-right corner.</li>
 <li>Select 'Apps' from the list of options.</li>
 <li>Subsequently, click 'Get Add-Ins'.</li>
 <li>Search for 'ActiveCampaign' and choose it from the suggested results.</li>
 <li>Finally, tap 'Add' to proceed.</li>
 <li>After completing these steps, your Outlook account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate ActiveCampaign with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a407eab56e05a00fe8998/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options. </li>
 <li>Tap 'Trigger' to start the integration process.</li>
 <li>Search for 'Airtable' and then select it as the Trigger App.</li>
 <li>Choose your preferred 'Trigger Event' afterwards.</li>
 <li>Next, log into your Airtable account to proceed.</li>
 <li>Specify the Airtable workspace you prefer to use and then click 'Grant Access'.</li>
 <li>After that, fill out the input fields with the required information.</li>
 <li>Once done, tap 'Test' to continue.</li>
 <li>Search for 'Microsoft Outlook' afterwards, then select it as the Action App.</li>
 <li>Subsequently, click the drop-down menu and then choose your desired 'Action Event'.</li>
 <li>Tap 'Sign In' and then log into your Outlook account to proceed.</li>
 <li>Provide all the required information based on your preferences.</li>
 <li>Once done, tap 'Test' to authorize and publish the integration.</li>
 <li>After completing these steps, your Airtable account will be integrated instantly with Outlook.</li>
</ol>

How to Integrate Airtable with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a40c0ab56e05a00fe8f28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Access your Outlook account and locate the three dots icon on the dashboard.</li>
 <li>Click "Get Add-ins" to continue.</li>
 <li>Search for "Asana" and click on it to select it.</li>
 <li>Find "Asana for Outlook" and click "Get it now."</li>
 <li>Sign in to Microsoft App Source, then select "Sign in."</li>
 <li>Customize the required fields to proceed.</li>
 <li>Click "Get it now."</li>
 <li>Select "Add" to complete the integration.</li>
 <li>That's it! By following these steps, you can integrate Asana with Outlook, enabling seamless task management.</li>
</ol>

How to Integrate Asana with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4132ab56e05a00fe989b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select "Integrations &amp; apps" from the dashboard on the left side of the window.</li>
 <li>Look for "Calendly for Outlook" in the list of available integrations and click on it.</li>
 <li>You’ll be prompted to sign in to your Outlook account if you aren’t already logged in.</li>
 <li>Customize and fill in the required fields.</li>
 <li>Select "Get it now."</li>
 <li>Click "Add" to proceed with the integration.</li>
 <li>By following these steps, you'll have your Calendly and Outlook calendars seamlessly integrated, helping you manage appointments more efficiently.</li>
</ol>

How to Integrate Calendly with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41c6ab56e05a00fea29f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Outlook" and then click on it.</li>
 <li>Click "Configure" to proceed.</li>
 <li>Select “Sign in with Outlook.”</li>
 <li>Login with your Outlook account then click "Sign in."</li>
 <li>Completing these steps will integrate ClickUp with Outlook, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4211ab56e05a00fea8fa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Constant Contact' and select it from the suggested results.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your active Constant Contact account.</li>
 <li>Subsequently, click 'Continue' to proceed further.</li>
 <li>Tap 'Test Trigger' to run your input.</li>
 <li>Select the record you wish to use, then click 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Microsoft Outlook' and then select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the specific 'Action Event' you want to carry out.</li>
 <li>Click 'Sign In' afterwards, then log into your Microsoft account.</li>
 <li>Subsequently, click 'Continue' to proceed further.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish the integration.</li>
 <li>After completing these steps, your Constant Contact account will be integrated with Microsoft Outlook.</li>
</ol>

How to Integrate Constant Contact with Microsoft Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4248ab56e05a00feadee/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top menu bar and then click the 'Explore More Dropbox Apps' icon.</li>
 <li>Select 'App Center' from the list of options.</li>
 <li>After that, search for 'Outlook' and choose 'Dropbox For Outlook' from the suggested results.</li>
 <li>Tap 'Connect' to proceed.</li>
 <li>After completing these steps your Dropbox account will be integrated with Outlook. Click 'Done' afterwards to return to the homepage and start using the newly connected apps together.</li>
</ol>

How to Integrate Dropbox with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a429aab56e05a00feb490/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Outlook email, tap the 'Apps' button.</li>
 <li>Click 'Get Add-Ins' to proceed.</li>
 <li>After that, search for 'GoTo For Outlook' and select it from the recommended matches.</li>
 <li>Tap 'Add' afterwards.</li>
 <li>Following that, head back to your Outlook email and click the 'Apps' icon once again.</li>
 <li>Pick 'GoTo For Outlook' from the available options.</li>
 <li>Subsequently, click 'GoTo Integration' to configure the connection between Outlook and GoTo Meeting.</li>
 <li>Tap 'Sign In' and then log into your active GoTo Meeting account.</li>
 <li>After completing these steps, your GoTo Meeting account will be integrated with Outlook.</li>
</ol>

How to Integrate GoTo Meeting with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a43d7ab56e05a00fecb41/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>Following that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Jira' and then select the tool you prefer to use.</li>
 <li>Subsequently, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Select the Jira version you want to use, then click 'Yes, Continue to Jira Software Cloud'.</li>
 <li>After that, specify your preferred Jira site and then click 'Accept' to continue.</li>
 <li>Fill out the input fields with the required information regarding your Jira account.</li>
 <li>Once done, tap 'Test' to proceed.</li>
 <li>Click 'Continue With Selected Recorded' afterwards.</li>
 <li>Search for 'Outlook' and then select it as the Action app.</li>
 <li>Following that, click the drop-down menu and then select your preferred 'Action Event'.</li>
 <li>Click 'Sign In' and then log into your Microsoft Outlook account.</li>
 <li>Next, provide the details needed to set up the Action accordingly.</li>
 <li>Finally, click 'Test' to run your inputs and publish the integration.</li>
 <li>After completing these steps, your Jira account will be integrated instantly with Outlook.</li>
</ol>

How to Integrate Jira with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a441dab56e05a00fed0de/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the top menu bar and then click 'External Data'.</li>
 <li>After that, find and click the 'More' option under Import &amp; Link.</li>
 <li>Select 'Outlook Folder' from the given options.</li>
 <li>Next, choose the database you wish to use and then click 'OK'.</li>
 <li>Specify the Outlook folder you wish to link and then tap 'Next'.</li>
 <li>Specify the information you wish to import from the selected Outlook folder and then tap 'Next' to proceed further.</li>
 <li>Following that, choose your preferred Primary Key options and then click 'Next' once again.</li>
 <li>Finally, review the integration details and then click 'Finish'.</li>
 <li>After completing these steps, your Microsoft Access database will be integrated instantly with Outlook.</li>
</ol>

How to Integrate Microsoft Access with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4445ab56e05a00fed3cf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the main dashboard of Power Automate, head over to the left-side panel and click 'Templates'.</li>
 <li>Browse the available templates that involve Excel and Outlook. Choose one based on your preferences.</li>
 <li>After that, log into your Microsoft account with Outlook and Excel access. Once done, tap 'Continue' to proceed.</li>
 <li>At this point, you can now start building the flow. To get started, click the first tab to make a few adjustments.</li>
 <li>Provide the required information and configure the settings according to your liking.</li>
 <li>Subsequently, tap the next tab to proceed further.</li>
 <li>Set up the parameters by specifying your preferred File Location, Document Library, File, and Table.</li>
 <li>Finally, go to the top menu bar and click 'Save' to integrate Microsoft Excel with Outlook based on your preferred automation flow.</li>
</ol>

How to Integrate Microsoft Excel with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4479ab56e05a00fed995/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In Make, click 'Create a new scenario' to start building your automation workflow.</li>
 <li>In the scenario editor, search for 'Microsoft Outlook' click on it to add to your scenario.</li>
 <li>Choose a trigger for your Microsoft Outlook.</li>
 <li>Authenticate your Outlook account by clicking 'Add'.</li>
 <li>Click 'Accept' to grant access.</li>
 <li>Add relevant details for your trigger and click 'OK'.</li>
 <li>Connect and add Microsoft Teams.</li>
 <li>Choose the action you want to perform in Teams.</li>
 <li>Set up the workflow to define how changes in Outlook trigger actions in Microsoft Teams and click 'OK'.</li>
 <li>After setting up the scenario, click on 'Run once' to test the connection.</li>
</ol>

How to Integrate Microsoft Teams with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a449fab56e05a00fede8e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Visit the Zapier website, click 'Create'.</li>
 <li>Click 'Trigger'.</li>
 <li>Search and select '<a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>' as the trigger app.</li>
 <li>Choose a trigger event based on your requirements.</li>
 <li>Search and select 'Microsoft Outlook' as the action app.</li>
 <li>Select the action event for your action app.</li>
 <li>Log in and authorize Zapier to access your Microsoft Outlook account.</li>
 <li>Configure the data from Monday to Microsoft Outlook and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the zap has been tested click 'Publish'.</li>
</ol>

How to Integrate Monday with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44ceab56e05a00fee3ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on 'Create' and select 'Zaps' to begin setting up a new automation.</li>
 <li>Set up Outlook as the trigger app.</li>
 <li>Select a trigger event, such as 'New Email' or 'New Calendar Event.'</li>
 <li>Sign in your account for outlook.</li>
 <li>Click 'Allow'.</li>
 <li>Follow the prompts to connect your Outlook account to Zapier.</li>
 <li>Choose the specific event type or conditions that will trigger the zap.</li>
 <li>Select 'Notion' as the action app.</li>
 <li>Select an action event, such as 'Create Database Item' or 'Update Database Item'.</li>
 <li>Follow the prompts to connect your Notion account to Zapier. Grant Zapier permission to access your Notion workspace.</li>
 <li>Select the action based on your database and click 'Continue'.</li>
 <li>Select 'Publish' to test the trigger to ensure Zapier can successfully retrieve data from Outlook.</li>
 <li>Give your Zap a descriptive name, like 'Notion to Outlook'.</li>
 <li>To activate the Zap, toggle the Zap to 'On' to start the automation.</li>
</ol>

How to Integrate Notion with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44daab56e05a00fee5bb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options.</li>
 <li>Tap 'Trigger'.</li>
 <li>Find and select 'Microsoft Outlook'.</li>
 <li>Browse through the options from the drop-down menu, then select your preferred 'Trigger Event'.</li>
 <li>Log into your Microsoft Outlook account afterwards. </li>
 <li>Provide the information needed to proceed.</li>
 <li>After that, tap 'Continue With Selected Record' to test the provided data.</li>
 <li>Select 'Mailchimp' as the Action App.</li>
 <li>Browse through the available options from the drop-down menu, then choose your desired 'Action Event'.</li>
 <li>Provide your Mailchimp user credentials and then click 'Log In' to continue.</li>
 <li>Subsequently, tap 'Allow' to agree with the terms and grant the necessary permission.</li>
 <li>Input the necessary information to proceed.</li>
 <li>After completing these steps, your Microsoft Outlook account will be integrated with Mailchimp instantly.</li>
</ol>

How to Integrate Mailchimp with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44dbab56e05a00fee5ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Outlook' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Outlook account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Integrate Outlook with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4515ab56e05a00feead3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Outlook" as the action app.</li>
 <li>Choose an event under Outlook.</li>
 <li>Login to your Outlook account, then click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Outlook, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a453aab56e05a00feedd8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Use the Quick Find bar and search for "Outlook Integration and Sync." </li>
 <li>Toggle this ON.</li>
 <li>Click here to reveal the rest of the settings.</li>
 <li>Click here to Assign Permission Sets to define who can use the inbox.</li>
 <li>Click on Microsoft AppSource</li>
 <li>You will be redirected to the Microsoft App Source Store.</li>
 <li>Click on Get it now to install the integration.</li>
 <li>Sign in to your Microsoft account to establish the connection.</li>
</ol>

Salesforce outlook integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a45a9ab56e05a00fefb9a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the '+Add apps' button.</li>
 <li>Search for 'Outlook' in the search bar and select 'Slack for Outlook'.</li>
 <li>Click 'Add to Slack'.</li>
 <li>Select an existing account to use and access Outlook. </li>
 <li>Select the 'Add' button to proceed. </li>
 <li>That's it! Once you have integrated Slack with Outlook, you can now use the Slack for Outlook add-in for direct email management.</li>
 <li>By integrating Slack with Outlook, you can ensure that important emails and calendar events are easily accessible and actionable within Slack.</li>
</ol>

How to Integrate Slack with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4607ab56e05a00ff0771/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Outlook's email, tap 'Apps' to get started.</li>
 <li>After that, click 'Get Add-Ins'.</li>
 <li>Search for 'Smartsheet' and choose 'Smartsheet For Outlook' from the recommended matches.</li>
 <li>Subsequently, click 'Add' to proceed.</li>
 <li>Click the 'Apps' button one more time to establish the connection.</li>
 <li>Following that, choose 'Smartsheet' from the available options.</li>
 <li>Tap 'Log In' and then sign in to your active Smartsheet account.</li>
 <li>Finally, click 'Allow' to accept the terms and grant the necessary permissions. Your Smartsheet account will be integrated immediately with Outlook.</li>
</ol>

How to Integrate Smartsheet with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4634ab56e05a00ff0b28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'SurveyMonkey' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, specify the data center assigned to your SurveyMonkey account.</li>
 <li>Click 'Authorize' afterwards to proceed.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, click 'Continue'.</li>
 <li>Tap 'Continue' afterwards.</li>
 <li>Following that, locate 'Microsoft Outlook' and choose it as the Action app.</li>
 <li>Next, tap the drop-down menu and specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards and then log into your Microsoft Outlook account.</li>
 <li>Click 'Continue' to proceed.</li>
 <li>After that, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your SurveyMonkey account will be integrated with Outlook.</li>
</ol>

How to Integrate SurveyMonkey with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4663ab56e05a00ff0e1f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and click 'Integrations'.</li>
 <li>Find 'Outlook Calendar' from the choices, then click the 'Get Started' button next to it.</li>
 <li>After that, tap 'Connect' under Outlook Calendar and log in to your active Microsoft account.</li>
 <li>Subsequently, click 'Accept' to agree to the terms and grant the necessary permissions.</li>
 <li>After completing these steps, your Toggl account will be integrated with Outlook Calendar.</li>
</ol>

How to Integrate Toggl with Outlook Calendar

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a46c6ab56e05a00ff13e5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a new Zap in Zapier by clicking "Create" and selecting "Zaps."</li>
 <li>Start your automation by clicking "Trigger."</li>
 <li>Search and select "Trello" as the trigger app.</li>
 <li>Choose a trigger event, such as "New Activity," "New Board," etc.</li>
 <li>Sign in to your Trello account, grant Zapier access, and click "Continue."</li>
 <li>Select the record and click on "Continue with selected record."</li>
 <li>Search and select for "Microsoft Outlook" as the action app.</li>
 <li>Choose an appropriate event.</li>
 <li>Sign in with your Microsoft Account.</li>
 <li>Click "Accept" to grant Zapier access to your Microsoft Outlook account.</li>
 <li>Complete and customize the required fields accordingly.</li>
 <li>Click "Continue."</li>
 <li>Click "Test step" to ensure the action is successfully carried out in Microsoft Outlook.</li>
 <li>Now select "Publish" to complete the process.</li>
 <li>By following these steps, you can integrate Trello with Microsoft Outlook using Zapier to enhance content management and productivity.</li>
</ol>

How to Integrate Trello with Microsoft Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a46daab56e05a00ff14df/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Under "Your boards", click on the board you want to integrate with Outlook Calendar.</li>
 <li>Select Power-Ups on the dashboard and click on "Add Power-Ups."</li>
 <li>Search for "Outlook Calendar" and click on "Add."</li>
 <li>Select "Click to authorize Trello" to authenticate the connection.</li>
 <li>Click "Allow" to continue.</li>
 <li>Then select "Click to authorize Outlook..." to proceed with signing in.</li>
 <li>Now you have completed the authorization. Click on "Close" to finish.</li>
</ol>

How to Integrate Trello with Outlook Calendar

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a477aab56e05a00ff1ef1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options.</li>
 <li>Following that, click the 'Trigger' button on the main dashboard to start the integration process.</li>
 <li>Search for 'Zendesk' afterwards and then select it as the Trigger app.</li>
 <li>Choose your preferred 'Trigger Event' from the list of available options.</li>
 <li>After that, tap 'Sign In'.</li>
 <li>Provide the required information and then click 'Yes, Continue to Zendesk' to proceed.</li>
 <li>Set up the trigger by filling out the input fields with the necessary details.</li>
 <li>Once done, click 'Test' to run the trigger based on your inputs.</li>
 <li>Tap 'Continue With Selected Record' to proceed.</li>
 <li>Search for 'Outlook', then select it as the Action app.</li>
 <li>Click the drop-down menu afterwards and then select your preferred 'Action Event'.</li>
 <li>After that, click 'Sign In' and then provide your Outlook user credentials to proceed.</li>
 <li>Fill out the input fields with the required details.</li>
 <li>Finally, tap 'Test' to publish and activate the integration.</li>
 <li>After completing these steps, your Zendesk account will be integrated instantly with Outlook.</li>
</ol>

How to Integrate Zendesk with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4826ab56e05a00ff2e81/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Use the Quick Find bar and search for "Outlook Integration and Sync." </li>
 <li>Toggle this ON.</li>
 <li>Click here to reveal the rest of the settings.</li>
 <li>Click here to Assign Permission Sets to define who can use the inbox.</li>
 <li>Click on Microsoft AppSource</li>
 <li>You will be redirected to the Microsoft App Source Store.</li>
 <li>Click on Get it now to install the integration.</li>
 <li>Sign in to your Microsoft account to establish the connection.</li>
</ol>

Salesforce - How to Link Salesforce to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4c0aab56e05a00ff77b1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Outlook email, find and click the 'Apps' button.</li>
 <li>After that, click 'Get Add-Ins'.</li>
 <li>Tap the 'My Add-Ins' tab to proceed.</li>
 <li>Subsequently, find 'GoTo For Outlook' and then click its corresponding 'Manage Add-Ins' button.</li>
 <li>Pick 'Remove' from the list of options.</li>
 <li>After completing these steps, the GoTo Meeting add-in will be removed from your Outlook account.</li>
</ol>

How to Remove GoTo Meeting From Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4f5dab56e05a00ffb864/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, head over to the top-right corner and click 'Insert'.</li>
 <li>Tap the search bar and type 'Outlook Calendar'.</li>
 <li>Following that, select 'Events' from the list of options under Pack Tables and then drag it to the main workspace for further customization.</li>
 <li>Tap 'Connect Read Account' to set up the connection between Coda and Outlook.</li>
 <li>Subsequently, click 'Sign In With Microsoft Outlook Calendar' and then log into your account.</li>
 <li>Click 'Complete Setup' to proceed further.</li>
 <li>Now, it's time to fetch the required data from your Outlook account. To do that, tap 'Sync Now'.</li>
 <li>Click 'Table Options' afterwards.</li>
 <li>Following that, select 'Table' as the format and then configure its corresponding customization settings based on your preference.</li>
 <li>After completing these steps, your Outlook Calendar Events will be synced with Coda tables according to your input.</li>
</ol>

How to Sync Outlook Calendar Events with Coda Tables

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4f5fab56e05a00ffb87f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile icon. </li>
 <li>Select 'Settings &amp; Privacy'.</li>
 <li>Scroll down to the 'Syncing options'. </li>
 <li>Click on the 'Sync contacts' button. </li>
 <li>Select 'Outlook - Personal' and click 'Learn how'.</li>
</ol>

How to Sync Outlook Contacts with LinkedIn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a50e7ab56e05a00ffda7e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your dashboard, select 'Integrations &amp; apps'.</li>
 <li>Choose 'Calendars'.</li>
 <li>Under the 'Calendars' section, select 'Outlook Calendar'.</li>
 <li>Under the 'Microsoft' section, click 'connect'.</li>
 <li>Sign in to connect your Calendly account to your Outlook.</li>
 <li>Enter your password and click 'Sign in'.</li>
 <li>Choose 'Accept' to confirm.</li>
 <li>A notification pops up confirming the action. </li>
 <li>That's it! You can now use Calendly with outlook. </li>
</ol>

How to Use Calendly with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5352ab56e05a00000fea/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select 'Microsoft Outlook' as your email integration source.</li>
 <li>Specify which Outlook event will trigger your automation.</li>
 <li>Link your account to authorize the integration.</li>
 <li>Click 'Test trigger' to confirm your selected action to move forward.</li>
 <li>Select 'AppSheet' to build automations with your app data.</li>
 <li>Specify which AppSheet action event will initiate your workflow.</li>
 <li>Authorize access to your AppSheet account.</li>
 <li>Select the specific calendar event ID to monitor.</li>
 <li>Click 'Continue' to proceed to connect your AppSheet with Outlook.</li>
 <li>Click 'Test step' to complete the Outlook integration setup.</li>
 <li>Apply your configuration to establish the connection.</li>
</ol>

Microsoft Outlook AppSheet Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536eab56e05a000012d8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Outlook' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Outlook account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

LIVEDEMO

Showing tutorials from outlook category

Tutorials