Microsoft Exchange and Salesflare
How to connect Microsoft Exchange
- Natively — Connected over IMAP and SMTP — Salesflare syncs the mailbox two-way, so email lands on the right contact automatically. Set it up ↗
- Via Zapier — 39 operations available. Set it up ↗
What you can automate
- When new Contact in Microsoft Exchange, find or create contact in Salesflare.
- When new Email in Microsoft Exchange, find or create contact in Salesflare.
- When new Email Matching Search in Microsoft Exchange, find or create contact in Salesflare.
- When new Flagged Email in Microsoft Exchange, find or create contact in Salesflare.
About Microsoft Exchange
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
Microsoft Exchange operations on Zapier
Triggers (9)
Start a workflow when this happens
- Calendar Event Start — Triggers at a specified time before an event in your calendar starts.
- New Attachment — Triggers when a new email with attachments arrives.
- New Calendar Event — Triggers when a new event is created in your calendar.
- New Contact — Triggers when a new contact is added to your account
- New Email — Triggers when a new e-mail is received in your inbox.
Show 4 more triggers
- New Email Matching Search — Triggers when a new e-mail is received in your inbox that matches a search.
- New Flagged Email — Triggers when an email is flagged.
- New Message in Folder — Triggers when a new message in folder is created.
- Updated Calendar Event — Triggers when an event is updated.
Actions (24)
Things Salesflare can make it do
- Add Attendees to Calendar Event — Adds attendees to a calendar event.
- Add User to Distribution List — Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.
- Copy Email — Create a copy of an email in another folder.
- Create Contact — Creates a new contact.
- Create Draft Email — Creates a draft of an email that can then be reviewed and sent out.
Show 19 more actions
- Create Draft Reply — Creates a draft reply for an email.
- Create Event — Create an event in the calendar of your choice.
- Create Folder — Create a new mail folder.
- Delete Contact — Deletes an existing contact.
- Delete Email — Delete an email from a shared or own mailbox.
- Delete Event — Deletes an existing event.
- Find or Create Contact — this is the description.
- Flag / Unflag Email — Update the follow-up flag on an email.
- Forward Email — Forwards an existing email to new recipients.
- Mark Email as Read/Unread — Update the read status of an email.
- Move Email to Folder — Move an email to a specific folder.
- Remove Categories From Email — Remove one or more categories from an email.
- Reply to Email — Creates a new reply to a specified email message.
- Send Draft Email — Send a draft email that was previously created.
- Send Email — Send an email from your Exchange account.
- Set Categories on an Email — Sets the categories applied to an email.
- Set Email Importance — Update an email's importance level.
- Update Calendar Event — Updates a calendar event information.
- Update Contact — Updates a contact.
Searches (6)
Look up existing records
- Find Calendar Event — Finds a Calendar Event in your calendar.
- Find Emails — Finds emails based on search criteria.
- Find Emails in Specific Folder — Searches for emails within a specific folder rather than across all mailboxes.
- Find a Contact — Search for a contact.
- Get Attachment by ID — Retrieves a specific email attachment using its ID.
Show 1 more searches
- Get Calendar Events in Date Range — Retrieves calendar events within a specific date range.
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