Capsule CRM + Microsoft Outlook
Create draft emails in Microsoft Outlook for new or updated opportunities in Capsule CRM
Stay up-to-date with your Capsule CRM opportunities and quickly connect with clients using this automated workflow. When there's a new or updated opportunity in Capsule CRM, this automation creates a draft email in your Microsoft Outlook account, ensuring you're always ready to maintain communication with your clients and close deals efficiently.
Stay up-to-date with your Capsule CRM opportunities and quickly connect with clients using this automated workflow. When there's a new or updated opportunity in Capsule CRM, this automation creates a draft email in your Microsoft Outlook account, ensuring you're always ready to maintain communication with your clients and close deals efficiently.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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