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Connect 365 + Crelate

Add new Crelate contacts to Connect 365 instantly

Simplify your contact management process with this efficient workflow. When a new contact is added in Crelate, it will instantly create a contact in Connect 365. This automation ensures none of your important contacts slip through the cracks, saving you precious time and removing the hassle of manual data entry. Utilize this workflow to keep both your Crelate and Connect 365 contact lists aligned and up to date.

Simplify your contact management process with this efficient workflow. When a new contact is added in Crelate, it will instantly create a contact in Connect 365. This automation ensures none of your important contacts slip through the cracks, saving you precious time and removing the hassle of manual data entry. Utilize this workflow to keep both your Crelate and Connect 365 contact lists aligned and up to date.

  1. When this happens...
    CrelateCrelate
    New Contact

    Triggers when a contact is created.

    TriggerInstant
  2. automatically do this!
    Connect 365Connect 365
    Add a Contact

    Adds this contact to your connect365 account contacts list.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Crelate triggers, actions, and search

    New Company

    Triggers when a company is created.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search

    New Contact

    Triggers when a contact is created.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It

    • NameRequired

    • External ID

    • Description

    • Company Type

    • Parent Company

    • Billing Contact

    • Street Address

    • City

    • State

    • Zip Code

    • Main Phone

    • Fax

    • Sales Email

    • Sales Phone

    • Support Email

    • Support Phone

    • Other Email

    • Skype Phone

    • Website

    • Blog

    • LinkedIn

    • Facebook

    Action
    Write
  • Crelate triggers, actions, and search

    Updated Company

    Triggers when a company's details are updated. Does not trigger on new activities.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search

    Updated Contact

    Triggers when a contact's details are updated. Does not trigger on new activities.

    Trigger
    Instant
    Try It
  • Crelate triggers, actions, and search

    Updated Job

    Triggers when a job's details are updated. Does not trigger on new activities.

    Trigger
    Instant
    Try It

    • First NameRequired

    • Middle Name

    • Last Name

    • Salutation

    • External Id

    • Current Position Title

    • Current Company

    • Street Address

    • City

    • State

    • Zip Code

    • Mobile Phone

    • Work Phone

    • Personal Email Address

    • Work Email Address

    • Other Email Address

    • Personal Website Url

    • Business Url

    • Blog Url

    • Facebook Url

    • LinkedIn Url

    • Birthday

    • Anniversary Date

    • Salary

    Action
    Write
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About Connect 365

Connect 365 is a sales email automation tool designed to help you deliver personal emails at scale.

Related categories

  • Email
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About Crelate

Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.
Learn more

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