Connect 365 + Crelate

Connect 365 + Crelate integrations

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.

When this happens...
New ContactTriggers when a contact is created.
TriggerInstant
automatically do this!
Add a ContactAdds this contact to your connect365 account contacts list.
ActionWrite

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More things you can do with Crelate and Connect 365

Discover other triggers and actions you can use with Crelate and Connect 365

New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
- Name
  Required
- 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
- Name
  Required
- Job Title
- Company
- External Id
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write

- Task
  Required
- External ID
- Scheduled for
- Announced
- Pinned
- Add Task to
Action
Write
- Contact
  Required
- First Name
- 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

- Type
  Required
- Replace Tags
  Required
- Tags
  Required
Action
Write
- Crelate ID
- Email Address
- External Primary Key
Action
Search
New Message Bounced
Triggers when a message you tried to send, has bounced.
Trigger
Polling
Try It
New Message Replied
Triggers when a connection replies to your message for this first time.
Trigger
Polling
Try It
- Email_id
  Required
- First Name
  Required
- Last Name
- Company Name
- Job Title
- Tag Name
Action
Write
- Contact Email-Id
  Required
- Tag Name
  Required
Action
Write

Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
- First Name
  Required
- 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
- Entity Type
  Required
- Body
  Required
- Announced
- Pinned
Action
Write
- Company
  Required
- Name
- 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
- Job
  Required
- Name
- Job Title
- Company
- External ID
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Crelate ID
- Name
- External Primary Key
Action
Search
- Crelate ID
- Job Name
- External Primary Key
Action
Search
New Message Opened
Triggers when a new message is opened for the first time.
Trigger
Polling
Try It
New Message Sent
Triggers when a new message has been sent.
Trigger
Polling
Try It
- Contact Email-Id
  Required
- Tag Name
  Required
Action
Write
- Contact Email-Id
  Required
Action
Write

About Connect 365

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

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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.

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Related categories

HR Talent & Recruitment