Integrating Microsoft Outlook with Outlook Calendar and Trello Using Pabbly Connect

Learn how to seamlessly integrate Microsoft Outlook with Outlook Calendar and Trello Using Pabbly Connect for efficient event management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Integration Between Microsoft Outlook and Trello

Integrating Microsoft Outlook with Trello allows you to automate the creation of Trello cards from Outlook Calendar events. This integration streamlines your workflow, making it easier to manage sales events and meetings.

To begin, you need to access Pabbly Connect to create a workflow that connects Microsoft Outlook and Trello. Start by logging into your Pabbly Connect account or signing up for a new one if you don’t have an account yet.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see a dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Trello Card from Microsoft Outlook Event.’ Select a folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• Choose the trigger application, which is Microsoft Outlook.
• Set the trigger event as ‘New Calendar Event’.

This setup allows Pabbly Connect to monitor your Outlook Calendar for new events. Once an event is added, it will trigger the action to create a card in Trello.

3. Connecting Microsoft Outlook to Pabbly Connect

In order to connect Microsoft Outlook to Pabbly Connect, you will need to authenticate your Office 365 account. Click on the ‘Connect’ button, then select ‘Add New Connection’ to connect with Microsoft Office 365.

After clicking on ‘Connect with Microsoft Office 365’, you will be prompted to accept permissions. Make sure to scroll down and click on ‘Accept’ to grant access to your account.

4. Scheduling a Demo Call in Microsoft Outlook

Once your Microsoft Outlook is connected, you can schedule a new event in your Outlook Calendar. Click on the ‘New Event’ button, and fill out the event details such as the title, description, start date, and time. using Pabbly Connect

• Title: Demo Call with Test User
• Description: This is a demo call with client for understanding of the software.
• Start Date and Time: 27th November 2024, 11:30 AM.

Click on ‘Save’ to create the event. Once the event is saved, Pabbly Connect will detect the new event and proceed to create a Trello card automatically.

5. Creating a Trello Card from Outlook Event Details

After your event is created in Microsoft Outlook, return to Pabbly Connect and click on ‘Send Test Request’ to confirm that the integration is working. You will receive a response with the event details including the subject, start date, and description.

Next, set up the action application as Trello. Select ‘Create a Card with Plain Text Description’ as the action event. You will need to connect Trello by providing your username, API key, and token. This information can be obtained from your Trello developer account.

Once connected, configure the Trello card using the mapped data from your Outlook event. Specify the board, list ID, title, and description for your card. After filling in all required details, click on ‘Save’ to finalize the workflow.

Conclusion

In this tutorial, we demonstrated how to integrate Microsoft Outlook with Outlook Calendar and Trello using Pabbly Connect. By automating the creation of Trello cards from Outlook events, you can efficiently manage your sales events and meetings. This integration saves time and enhances your productivity.