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Capsule CRM + Microsoft Outlook

Create new Capsule CRM contacts from new Microsoft Outlook emails

When you receive a new email in Microsoft Outlook, this workflow instantly creates a new contact in Capsule CRM. Save time and ensure you don't miss potential leads with this seamless process. With this automation, managing your contacts becomes effortless, giving you more time to focus on fostering relationships with your customers.

When you receive a new email in Microsoft Outlook, this workflow instantly creates a new contact in Capsule CRM. Save time and ensure you don't miss potential leads with this seamless process. With this automation, managing your contacts becomes effortless, giving you more time to focus on fostering relationships with your customers.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
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    • Calendar

    Trigger
    Scheduled
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    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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