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OutlookEmail and calendar

Outlook in X3 CRM

X3 CRM uses your Outlook inbox and calendar (Microsoft 365); X3 Automation lets the assistant handle emails and events after your approval.

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01What you can do with it

What you do with Outlook and X3.

X3 CRM

Sales

  • Email contacts from your own Outlook inbox
  • Respect busy times from your Outlook calendar and add meetings with a Teams link
  • Booking links with an automatic Microsoft Teams link
More about X3 CRM

X3 Automation

Process automation

  • Read new emails, sort them and move them to folders
  • Prepare an invoice in lexoffice once a meeting is doneComing soon
More about X3 Automation

02See it in action

Here's how it looks in X3.

Real screens from the app with sample data.

The team's appointments: weekly calendar with calendar sync and “Up next”
Sample data

Meetings The team's weekly calendar, synced with your calendars.

Image 1 of 4: Meetings

Appointments on the phone: what's up next, with join
Sample data

Image 1 of 4: Meetings

03How the connection works

Connect Outlook in three steps.

  1. 01

    Connect your account

    In the X3 CRM settings, you sign in to Outlook with your own account.

  2. 02

    Choose

    You decide which mailbox, calendar or conferencing account is used.

  3. 03

    Get to work

    Emails, meetings and links show up right on the contact and in your bookings.

04Triggers and actions

What X3 Automation can do in Outlook.

You decide per group what each group is allowed to do. By default, sending needs an approval.

Starts workflows

  • When a new email arrives
  • When a meeting is done

Read

  • Read emails
  • Search emails
  • Read events

Edit

  • Create draft
  • Move to folder
  • Create event

Sendwith approval

  • Send email
  • Reply

Delete

  • Delete email

05Privacy and security

Your data, your rules.

  • X3 CRMYou connect your own account by signing in to Outlook directly.
  • X3 AutomationChats, permissions, workflows and the audit log are stored encrypted in data centers in Germany.
  • X3 AutomationBefore every action, X3 checks the person's permissions: read, edit, send, delete.
  • X3 AutomationBy default, sending needs an approval. Every action is recorded in the audit log.
  • X3 AutomationApp credentials are stored separately from all other data and are never passed to AI models.
  • X3 AutomationApp connections run through Composio (USA), covered by Standard Contractual Clauses.

Data flow and subprocessors Privacy policy

07Questions

Outlook and X3 in a nutshell.

Can I connect Outlook to X3?

Yes. X3 CRM uses your Outlook inbox and calendar (Microsoft 365); X3 Automation lets the assistant handle emails and events after your approval.

What does X3 read and write in Outlook?

Read: Read emails, Search emails, Read events. Edit: Create draft, Move to folder, Create event. Send: Send email, Reply. Delete: Delete email. You decide what your groups are allowed to do.

Do I need a developer for this?

No. You set up the connection in X3 yourself. If you like, we can do it together in a call.

What about data protection?

Chats, permissions, workflows and the audit log are stored encrypted in data centers in Germany. App connections run through Composio (USA), covered by Standard Contractual Clauses. By default, sending needs your approval.

How much does the Outlook integration cost?

The integration is part of X3 CRM. You'll find what X3 CRM costs on the pricing page.

08Get started

Connect Outlook to X3.

One X3 account, Outlook connected in a few steps.Prefer to do it together? We'll set it up with you.

Start for freeBook a setup call

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