Skip to content
  • Microsoft Outlook logoMicrosoft Outlook logo
  • Capsule CRM logoCapsule CRM logo
  • Microsoft Outlook logoMicrosoft Outlook logo
  • Capsule CRM logoCapsule CRM logo

Microsoft Outlook + Quotient + Formatter by Zapier + Capsule CRM

Microsoft Outlook + Quotient + Formatter by Zapier + Capsule CRM

Microsoft Outlook + Quotient integrations

Create Capsule CRM opportunities and send Outlook emails for new sent quotes in Quotient

Following up on sent quotes is critical to closing deals, but manually updating your CRM and sending follow-up emails every time takes valuable time away from selling. This automation creates an opportunity in Capsule and sends an email via Outlook whenever a new quote is sent in Quotient, so your pipeline stays current and your prospects hear from you right away. No more switching between apps or letting hot leads go cold while admin piles up.

  1. When this happens...
    Quote Sent
    Quote Sent
    Quote SentTriggers when a New Quote is first Sent.
  2. automatically do this...
    Utilities
    Utilities
    UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Person or Organisation.
  4. then do this...
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new Opportunity.
  5. then do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with these apps

Discover other triggers and actions you can use with Quotient, Formatter by Zapier, and more

  • Quotient triggers, actions, and search
    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
  • Quotient triggers, actions, and search
    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search
    Customer Viewed Quote

    Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Message
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Notes
    • Potential Value ($)
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Related categories
Similar apps
Gmail integrationsGmail integrations
Gmail
Email, Google
Zoho Mail integrationsZoho Mail integrations
Zoho Mail
Email, Zoho
quotient logo
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Related categories
formatter logo
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Related categories
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.
Related categories
Similar apps
Streak integrationsStreak integrations
Streak
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates