![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig) Email·One-click connect # Microsoft Outlook, answered by an agent that can see your sales Crevio works through your Outlook mail, including shared mailboxes like support@, and checks each sender against your customers and orders. It files, flags, and drafts replies, then sends from your address once you say so. [Try it with Microsoft Outlook](#get-started)[All integrations](/integrations) Go through the support mailbox and list every unanswered email about course access, with the buyer's order next to each. CrevioDone in Microsoft Outlook ![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig)Microsoft Outlook Re: Team licences for Excel for Finance Teams - **From:** Sam Okafor l.brandt@example.com - **To:** l.brandt@example.com Hi Lena, Happy to set this up for your team. For 12 seats I've made a checkout link with 20% off the $149 price, so $119.20 per person. Anyone who joins through it gets instant access to all 18 lessons. If you'd rather pay by invoice, reply and I'll send one. Sam Checkout link and discount created · draft waiting for your OK ## Jobs Crevio takes off your plate in Microsoft Outlook Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking. 1 ### Turn a team inquiry into a sale in one reply You say Lena wants 12 seats of Excel for Finance Teams. Make a 20% discount for her and reply with a checkout link. Crevio creates the discount and checkout link in your store, then drafts the reply in the same Outlook thread with the numbers filled in. 2 ### Triage the shared support mailbox You say What's still unanswered in support@ from the last three days? Crevio searches the shared mailbox, matches each sender to a customer, and gives you a list sorted by wait time with their latest order and a suggested reply. 3 ### Keep Outlook contacts current with real buyers You say Add everyone who bought the Masterclass this month to my Outlook contacts. Each buyer is saved as an Outlook contact with their name and email, and existing contacts are updated rather than duplicated. 4 ### Sort refund requests before they pile up You say Put a "Refund" category on every refund request this week and move them into the Refunds folder. The emails are categorized and moved. Crevio then lists each one with what the customer paid, so you can refund from the same chat. 5 ### Read the paperwork for you You say Find the contracts brand partners sent this month and list every deliverable and due date. Crevio opens the attached PDFs and returns one list of deliverables, dates, and fees per partner. 6 ### Start the day with what's flagged You say Which flagged or high-importance emails still need me? A short list of flagged mail with a one-line summary each, and any linked customer or order called out. ## Runs on its own Any job can become a task that runs on a schedule or the moment something happens. 1. Trigger A new email arrives in Outlook Check whether the sender is a customer, add a category like "Customer" or "Partner", and flag it if they've spent over $500 with you. 2. Trigger Someone submits your team training inquiry form Draft a reply from your Outlook address with pricing for their team size and a checkout link, waiting for your OK. 3. Schedule Every weekday at 17:00 Send you a list of customer emails that got no reply today, oldest first. ## Better together Microsoft Outlook does more when Crevio can reach your other tools too. [![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig) ![](https://assets.pipedream.net/s.v0/app_168hvn/logo/orig)Microsoft Outlook + Google SheetsLog every team or bulk inquiry to a sheet with company, seats, and quoted price.](/integrations/google-sheets)[![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OkrhlP/logo/orig)Microsoft Outlook + HubSpotCreate or update HubSpot contacts from the conversations that matter in Outlook.](/integrations/hubspot)[![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig) ![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig)Microsoft Outlook + QuickBooksTurn supplier invoices that arrive in Outlook into bills in QuickBooks.](/integrations/quickbooks)[![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig)Microsoft Outlook + SlackGet a Slack DM when a customer with a large order emails support.](/integrations/slack) ## What Crevio can do in Microsoft Outlook Reading runs on its own. Anything that changes data in Microsoft Outlook asks for your approval first, unless you tell Crevio it doesn't need to. ### Read - Search mail by sender, subject, folder, or date - Read full messages and download attachments - Search shared and delegated mailboxes - List flagged and high-importance mail ### Write - Send emails and replies from your address - Create drafts and draft replies for review ### Organize - Add and remove categories - Move emails between folders - Mark messages read or unread - Flag and unflag messages ### Contacts - Search and list your Outlook contacts - Create and update contacts ## Outlook plus your store, not Outlook on its own Plenty of creators run their business on Microsoft 365, often because they came from a corporate job or sell to companies. Outlook is where training inquiries, invoice questions, and partner contracts arrive. The answer to most of them sits in your store: what the person bought, what a discount would cost, whether a checkout link already exists. Crevio connects the two. It reads the email, finds the customer, and can take action in your store as part of the reply. A request for twelve team seats becomes a discount, a checkout link, and a drafted answer in one step, instead of three apps and a calculator. ## Built for shared inboxes If you and an assistant share a support@ mailbox, Crevio can work through it too. Ask what's unanswered, and you get a list sorted by wait time with each sender's order history. Ask it to file refund requests into a folder with a category, and it does that in bulk. Categories and folders stay exactly as Outlook shows them, so your assistant sees the same order. Reading, searching, and sorting happen straight away. Sending mail, drafting, and changing contacts ask for your approval by default. Once you're comfortable, you can let specific actions run on their own. ## What it won't do Crevio doesn't send newsletters or bulk campaigns through Outlook. Broadcasts go through Crevio's own email tools, which handle unsubscribes and sending limits. It also doesn't manage your Outlook calendar or Teams chats. This connection is about mail and contacts. ## Set up in three steps 1. 01 ### Connect Microsoft Outlook Sign in to Microsoft Outlook from Crevio. It takes a few seconds and you can disconnect any time. 2. 02 ### Ask for what you need Describe the job in plain language. Crevio works out which steps it takes and shows you what it did. 3. 03 ### Let it run Turn anything you asked for once into a task that repeats on a schedule or runs when something happens. ## Questions about Microsoft Outlook and Crevio ### Does it work with work accounts and Outlook.com? You connect with a Microsoft account. Some Microsoft 365 organizations require an admin to approve new apps first, so if the connection is blocked, ask your IT admin. ### Can Crevio use a shared mailbox like support@? Yes, as long as your own account already has access to it. Crevio can search and read the shared mailbox's folders alongside your personal inbox. ### Does this connect my Outlook calendar too? No. This connection covers mail and contacts. For scheduling paid sessions, Crevio's bookings sync with Google Calendar. ### Will replies stay in the original thread? Yes. Replies are sent in the same conversation from your address, so the customer sees one thread with your name on it. ### Does it cost extra to connect Microsoft Outlook? No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card. ### Can I undo what Crevio does in Microsoft Outlook? You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened. ### How do I disconnect Microsoft Outlook? Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away. ![](https://assets.pipedream.net/s.v0/app_XbPhEP/logo/orig) ## Put Microsoft Outlook to work Start with this prompt or write your own. Free to start, no credit card. ## More email integrations [![](https://assets.pipedream.net/s.v0/app_OQYhq7/logo/orig)Gmail](/integrations/gmail) [Browse all 3,000+ integrations](/integrations) Canonical URL: https://crevio.co/integrations/outlook