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Overview

Microsoft Outlook integration provides comprehensive email, calendar, and contact management for Microsoft 365 users. Automate email workflows, sync calendar events, manage contacts, and streamline task management within the Microsoft ecosystem.

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Authentication Setup

Connect your Microsoft Outlook account securely through OAuth authentication. Lindy supports both personal Microsoft accounts and organizational Microsoft 365 accounts. Once authenticated, you’ll have access to all Outlook features including email, calendar, contacts, and tasks. The connection is secure and follows Microsoft’s security standards.

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Available Triggers

  • Email Received: Triggered when a new email is received in your Microsoft Outlook account.
  • New Contact Event: Triggers when a new contact is created in Microsoft Outlook.

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Email Actions & Features

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Core Email Actions

  • Send Email: Send an email using Microsoft Outlook with full formatting and attachment support.
  • Reply To Email: Reply to an email in Microsoft Outlook with thread continuity.
  • Create Draft Email: Create a draft email in Microsoft Outlook with optional attachments and recipients.
  • Find Email: Search for emails in Microsoft Outlook using filters and limits.

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Email Management

  • Add Label To Email: Add a category or label to an Outlook email message.
  • Remove Label From Email: Remove a label or category from a specific email message in Outlook.
  • Move Email To Folder: Move an email message to a different folder in Outlook.
  • Approve Workflow: Send an approval workflow email to specified recipients with a custom subject.
Microsoft Outlook emails support smart sequences that automatically monitor and respond to replies:
  • After email sent: Continue actions after the email was sent (e.g. do a sequence)
  • After reply received: Listen and respond when replies come in

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Calendar Actions & Features

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Calendar Management

  • Create Calendar Event: Create and schedule a new event in your Outlook calendar with attendees, time zones, and detailed scheduling options.

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Contact & Organization Management

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Contact Actions

  • Create Contact: Create a new contact in Microsoft Outlook with personal and business information.
  • Update Contact: Update contact information in Microsoft Outlook with specified details.
  • Find Contacts: Search for Outlook contacts using names or email addresses.
  • List Contacts: Get a list of your Outlook contacts with optional email address filtering.

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Organization Actions

  • List Folders: Retrieve a list of folders from your Microsoft Outlook account.
  • List Labels: Retrieve a list of all labels (categories) from your Microsoft Outlook account.

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Common Use Cases

  • Email Automation: Automated email responses and workflow approvals
  • Calendar Sync: Meeting scheduling and event management automation
  • Contact Sync: CRM integration and contact data management
  • Task Integration: Workflow automation with email and calendar triggers

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Best Practices

Get the most out of Outlook email workflows:
  • Always use filters on Email Received triggers to avoid processing every email
  • Start with draft actions first, then switch to direct sending once tested
  • Use organizational accounts instead of personal accounts for business workflows
  • Test with a small group before rolling out approval workflows company-wide
Handle email conversations effectively:
  • Use “After email sent” for follow-up sequences and reminders
  • Use “After reply received” only when you need to process responses
  • Keep track of multiple email threads when running parallel conversations
  • Set up clear exit conditions for email sequences to avoid loops
Optimize scheduling and contact management:
  • Sync Outlook contacts with your CRM to avoid duplicate data entry
  • Use timezone-aware calendar events for global team coordination
  • Set up automated meeting follow-ups using calendar triggers
  • Keep contact data clean by updating rather than creating new records
Microsoft Outlook integration works seamlessly with other Microsoft 365 tools, making it perfect for organizations already using the Microsoft ecosystem.

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