Outlook

Live

Outlook email in Inbox, CRM and client conversations — each member connects their own Microsoft 365 mailbox, threads sync into Messages, and automations can react to mail or send, flag and move it.

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Capabilities

  • Personal mailbox connection per member
  • Mailbox sync into the Messages inbox
  • Email received, sent, flagged and moved triggers
  • Manage Microsoft email step (send, flag, move)

Common Use Cases

  • Work Outlook replies on the lead record instead of a second window
  • Flag or file a message automatically when a lead reaches a stage

How to Connect Outlook

  1. 01

    Open Settings → Integrations

    From your Zyan Admin workspace, open Settings → Integrations and pick the Outlook tile. Every member connects their own mailbox; nothing is shared workspace-wide.

  2. 02

    Sign in with Microsoft

    A one-click sign-in in Microsoft's own window. Zyan never sees your password and holds no platform-wide key; disconnect from the same tile at any time.

  3. 03

    Sync the mailbox

    The mailbox's threads appear in the Messages inbox and on the matching lead and client records.

  4. 04

    Opt the mailbox into workflows

    Turn on the mailbox's switch before a published automation may send, flag or move mail from it.

Related — Email & Messaging

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