Bitrix24 CRM + Microsoft Outlook

Manage new Microsoft Outlook emails matching search by triggering a deal action in Bitrix24 CRM

When a new email that matches your search criteria arrives in your Microsoft Outlook inbox, this workflow can ensure swift action in your Bitrix24 CRM without any manual input from you. By instantly creating a deal in Bitrix24 CRM based on the information from the email, this optimization keeps sales processes running smoothly and efficiently. Stay organized and responsive with this workflow that bridges your email and CRM.

When this happens...
New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
TriggerPolling
automatically do this!
Deal Action
Deal create or update action.
ActionWrite

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Supported triggers and actions

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write

- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to DeleteRequired
Action
Write
- EventRequired
Action
Write
- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Email IDRequired
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- Entity Type IdRequired
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It
- Author IDRequired
- Blogpost TitleRequired
- MessageRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Task TitleRequired
- Responsible User IDRequired
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution listRequired
- User emailRequired
Action
Write
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder NameRequired
- Parent Folder
Action
Write
- Shared Mailbox
- Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Mark asRequired
Action
Write
- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
Action
Write
- Send From (Shared Mailbox)
- Draft Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- ImportanceRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search
- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
Try It
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- User IDRequired
- MessageRequired
- TypeRequired
Action
Write
- Autoload fields
- ActionRequired
- Entity Type IdRequired
Action
Write
- Task IDRequired
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Entity Type IdRequired
- Select field names to filterRequired
Action
Search