Create Outlook Integration

To create Outlook Integration in Workflow Studio, perform the following steps:

1. Log into Workflow Studio.
2. Under Library, click Integrations.
3. In the Integrations Hub, click icon on the Microsoft Office 365 – Outlook integration tile.
4. Click Add new to create a new connection.

5. Click Complete Setup.

6. Click Add under the OAuth2 Authorization Code.
   Figure 1. Outlook Integration - Add connection
   

   

   
   
7. Click OK.
8. Click Complete Setup.
   Figure 2. Outlook Integration - Configure this connection
   

   

   
   
9. In the Configure this connection screen, enter the respective fields.

   Figure 3. Outlook Application Details
   

   

   
   

   The best practice is to include the email address with the name to indicate the user using the integration.

10. Click Create.

    You will be redirected to a login screen.

    1. Enter the email address and password of the user from whom the emails will be sent.

    Once completed, the connection will be listed with a green indicator showing “it’s connected.”