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How Zapier works

Zapier makes it easy to integrate Microsoft Outlook with Smartsheet - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Outlook

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Outlook, a trigger could be "Calendar Event Start."
A trigger is the event that kicks off your automated workflow.

Setup an action from Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Outlook to Smartsheet

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Outlook to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Outlook + Smartsheet integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Smartsheet

What is required to integrate Microsoft Outlook with Smartsheet?

To integrate Microsoft Outlook with Smartsheet, you'll need to use a connector service like Zapier. You should have accounts on both platforms, and you'll have to configure your integration by setting specific triggers in Outlook, such as receiving emails from certain contacts, and corresponding actions in Smartsheet like updating sheets.

Can I create new tasks in Smartsheet automatically from Outlook emails?

Yes, you can set up a trigger based on receiving an email in Outlook. This trigger can then automatically generate a new task or row in Smartsheet with details extracted from the email. Our integration allows you to specify which email attributes are mapped to each column.

Is it possible to update existing Smartsheet rows through Outlook calendar events?

Absolutely. By using calendar event updates as triggers in Outlook, our integration can modify existing records in a particular Smartsheet based on the event details. You will define how these updates are applied through custom mapping during setup.

How do I manage conflicts between changes made from Outlook and directly within Smartsheet?

When using the integration, it's important to establish rules for data precedence during setup. Conflicts are generally managed based on which application serves as the master source of truth or by utilizing time-stamped updates where the most recent change takes precedence.

Can I set reminders in Outlook based on upcoming due dates in Smartsheet?

Yes, you can configure triggers for specific due dates approaching within your Smartsheet projects. These can initiate actions within your Microsoft Outlook calendar or tasks by creating reminders or alerts, helping you stay informed and organized.

How often does data sync between Microsoft Outlook and Smartsheet when integrated?

The frequency of synchronization depends on how you've configured your automation settings. Typically, triggers from events like receiving an email or updating an item will initiate instantaneous actions that reflect changes at that moment across both platforms.

What limitations should I be aware of when integrating Microsoft Outlook with Smartsheet?

While most essential features are supported, some complex conditional logic may require additional customization beyond standard setups. Also, certain data types may not map directly without transformation steps depending on the specifics of fields used.

Connect Microsoft Outlook and Smartsheet to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Scheduled
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Scheduled
    Try It
    • Contact Folder
    Trigger
    Scheduled
    Try It
    • Parent Folder
      Required
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Scheduled
    Try It
    • Shared Inbox
    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It

Learn how to automate Microsoft Outlook on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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