Call Tools PCC + Microsoft Outlook
Create new Call Tools PCC contacts from new matching emails in Microsoft Outlook
Stay organized and efficient with this handy workflow. When you receive a new email in Microsoft Outlook that matches your specific search criteria, it will prompt the formation of a new contact in your Call Tools PCC. This is perfect for ensuring you don't miss important emails and can reach out to crucial contacts. Ideal for networking purposes or maintaining customer relationships, this workflow enhances your productivity without having you lift a finger.
Stay organized and efficient with this handy workflow. When you receive a new email in Microsoft Outlook that matches your specific search criteria, it will prompt the formation of a new contact in your Call Tools PCC. This is perfect for ensuring you don't miss important emails and can reach out to crucial contacts. Ideal for networking purposes or maintaining customer relationships, this workflow enhances your productivity without having you lift a finger.
- When this happens...
New Email Matching SearchTriggers when a new e-mail is received in your inbox that matches a search.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new Contact
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Email
Triggers when a new email is sent by a agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New SMS
Triggers when a SMS message is sent or received within Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Event Type IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTag IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number
Area Code
Ready
Status
Do Not Contact
Address
City
State
Zip Code (postal code)
County
Country
Contact Disposition ID
Last Agent Call Disposition ID
First Name
Last Name
Owned By User ID (uuid)
Last Call System Disposition
Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bucket IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EntryRequired
Scrub Existing Contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact Disposition
Last Call Agent Disposition
Ready [to Contact]
Status
Do Not Contact
Suppress Until [Future DateTime]
Owned By [User ID]
Add Tags
Remove Tags
Add To Buckets
Remove From Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Disposition IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Disposition IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number
Area Code
Ready
Status
Do Not Contact
Address
City
State
Zip Code (postal code)
County
Country
Contact Disposition ID
Last Agent Call Disposition ID
First Name
Last Name
Owned By User ID (uuid)
Last Call System Disposition
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Call Tools PCC
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