Close + Microsoft Outlook integrations
Create events in Microsoft Outlook for new opportunities in status on Close
Simplify your sales workflow with this streamlined automation. When a new opportunity changes status within the Close app, an event is immediately created in Microsoft Outlook. Cut back on manual data entry and ensure you never miss important updates in your sales pipeline.
- When this happens...New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
- automatically do this!Create EventCreate an event in the calendar of your choice.
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More things you can do with Close and Microsoft Outlook
Discover other triggers and actions you can use with Close and Microsoft Outlook
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Related categories
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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Related Zap Templates
- Update Microsoft Outlook contacts when new opportunities arise in Close
- Send emails in Microsoft Outlook from new sms in Close
- Create new Microsoft Outlook contacts from newly added contacts in Close
- Send an email in Microsoft Outlook for new leads in smart view on Close
- Create events in Microsoft Outlook for new opportunities in Close
- Send emails in Microsoft Outlook for new opportunities in Close
- Send emails in Microsoft Outlook for new lead statuses in Close
- Send emails in Microsoft Outlook for new leads in Close
- Create leads in Close from new emails in Microsoft Outlook
- Send emails via Microsoft Outlook for new status opportunities in Close








