How it works
Outlook is Microsoft’s email and calendar service. Connect Outlook to build customer inboxes, meeting tools, and CRM activity views. App visitors use the Microsoft account you connect, without connecting their own accounts. By connecting Outlook, you can:- Find and display emails from the connected mailbox
- Organize messages in mail folders
- Show upcoming events from a selected calendar
- Create, reschedule, or delete calendar events
- Add attendees to meetings
How to integrate Outlook into your app
1
Connect to Outlook
Ask Zite to connect Outlook, or click + in the chat box, select Integrations, then choose Outlook. Sign in to the Microsoft account whose email and calendar you want to use and approve the requested access.
2
Describe your use case
Tell Zite which mailbox folders or calendar to use and what people should be able to do. For example, “Show upcoming client meetings from my Sales calendar and let the team reschedule them.”For a CRM, explain how emails should match customer records and when to check for new replies.
3
Test and publish
Try the workflow with a sample email or event and check the result in Outlook. For meetings, confirm the calendar, time zone, and attendees.Click Publish in the upper right corner when the workflow works as expected.
Common use cases
With an Outlook connection, you can create apps like:- Customer Inboxes: Find and organize customer requests.
- CRM Activity Views: Show relevant emails alongside customer records.
- Meeting Dashboards: Display and reschedule client appointments.
- Project Hubs: Find project emails and manage related meetings.
Important notes
- Connected account: Your app uses the account you connect. Set app access and filters so users see only the messages and events intended for them.
- Shared mailboxes: The current Outlook connection does not include permission to send from a shared mailbox. Connecting an account that can use one in Outlook does not add that permission to Zite.
- Incoming replies: Connecting Outlook does not automatically synchronize a CRM. Ask Zite to build the matching and refresh behavior you need.
- Booking rules: Specify the calendar, working hours, appointment length, and time zone. Test busy times and invitations before sharing a booking tool.
- Sending notifications: For confirmations and branded emails, use the Email integration and choose Outlook as the sender.
- Live changes: Editing messages or events through your app changes the connected Outlook account. Test with sample items first.
Need help with this integration? Contact support@zite.com.