Sync Outlook Contacts With Unito’s 28 Other Integrations
Outlook is one of the most popular email clients out there. You can bet that if an email wasn’t sent through a Gmail account, it probably went through Microsoft’s offering instead. Even if you might have made your first email address in Outlook, it’s now an enterprise-grade solution with the features and security your teams need.
But while emails are incredibly convenient for communication, they’re not a great launching point for project management and other work. And if you want to get a new Outlook contact in another tool, you have to copy and paste their information manually. That’s fine if you’re transferring a single contact once in a while. But a whole contact list?
With Unito, you can kiss that manual work goodbye. With the market’s deepest two-way integration for Outlook, you can get that contact information to your other tools in just a few clicks.
Sync Outlook contacts with work items from 28 other tools
Most of the tools you use don’t really play nice with each other out of the box. That means any workflow that involves more than one of them can create headaches and delays — unless you have the right solution. A solution that eliminates the need for constant copying and pasting, back-and-forth email threads, and frequent requests for updates. Many tools offer native integrations with other platforms, but they don’t always support your workflows. Some only sync data in one direction, while others still need you to jump from tool to tool to get the whole picture.
With Unito’s integration for Outlook, you can sync contact information from Outlook to other tools in your stack. Want to automatically fill out a spreadsheet? Sync them to Google Sheets. Need to make contact information available to other teams for important tasks? Sync your contacts to a work hub like Asana, Trello, or ClickUp. You can use this integration to build an enriched customer database, populate your work management tools, automatically send new contacts to your CRM, and more. All with one tool.
Find a list of all supported fields and other features in our Help Center.
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Essential features for Unito’s Outlook integration
Field mapping customization
Field mappings are how Unito translates data from one tool to another. Unito automatically maps similar fields to each other, but did you know you can tailor your flows to your needs by customizing your field mappings?
Here are just a few ways you can customize field mappings for your workflow:
- Deleting mappings: By deleting a mapping, you can keep some information from getting synced or re-map a field that’s already been mapped.
- Changing flow direction: Most fields will have changes synced back and forth by default. That said, you might want some fields — like comments — only going from one tool to the other.
- Creating new mappings: Missing a field mapping? You can add new mappings in just a few clicks. One common use case for this is populating the description footer in one tool with information from another.
Deep rules
While field mappings tell data where to go, rules restrict what actually gets through. The most common way to use rules is filtering information so you can control exactly how much of it syncs between tools. Here’s how Unito users like you are using rules in their workflows:
- Giving visibility to customers: SMG Bahamas, a construction and millwork company, uses rules to pull high-level information from multiple Trello boards and sync it to customer boards. That way, customers can see a summary of how a job is going without all the nitty-gritty details going on behind the scenes. The rules come into play when project managers add a specific tag to their Trello cards.
- Dispatching development work: The Taproom, an agency that builds Shopify solutions, uses Basecamp to manage agency work and Trello for development work. With rules, Basecamp to-dos specific to developers can get synced to the software team’s Trello boards so they can see their work without the noise.
- Keeping multiple departments in the know: ALPCO Recycling, which manages residential, commercial, and industrial recycling jobs, uses Trello to handle every part of that work. They use Trello’s labels to categorize jobs and to identify the ones that reach the follow-up stage. Unito’s rules make sure that adding one of these labels sends each Trello card to the right board.
Top tool combinations
Outlook and a database tool
Build a single, enriched customer database and leverage your favorite database tool’s reporting, sorting, and filtering features. Here are some of the top database integrations you can pair with Outlook:
Outlook and a CRM
Getting someone’s contact information — be it a prospect or a customer — is usually the first step in a burgeoning relationship. That usually means the info needs to get to your CRM. Here are some of the top CRM integrations you can pair with Outlook:
Outlook and other tools
Are you collaborating with developers? Maybe an important deal depends on the updates in a version control tool? Whatever your need, Unito has an integration for you: