Zapflow for Outlook
by Zapflow
Access your Zapflow CRM data directly from your Outlook inbox.
Zapflow for Outlook brings your core investment workflows directly into your inbox.
When working with your emails, instantly see the people who are already in Zapflow, how they relate to your opportunities, and what has already happened across your team. Update records, log activities, and manage follow-ups without leaving Outlook.
No switching tools. No lost context. No manual logging after the fact.
Key Features
- Automatically identify email participants in your Zapflow CRM
- View contacts, companies, and associated opportunities in context
- Understand relationship history across your team
- Log emails, meetings, and calls with key data prefilled
- Create and manage tasks directly from your inbox
- Add new contacts and link them to opportunities instantly
- Open full records in Zapflow when deeper work is needed
Why it matters
Zapflow for Outlook bridges your inbox with your team's shared knowledge. It helps capture important interactions, trace decisions, and your team always works with up-to-date information. This improves data quality, supports compliance, and speeds up operations without adding process overhead.
Requirements
An active Zapflow subscription is required. Learn more at zapflow.com.
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as sender names, recipient names, email addresses, message body, and attachment information. Other items in your mailbox can’t be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.