Capsule CRM + Microsoft Outlook

Create draft emails in Microsoft Outlook for new or updated opportunities in Capsule CRM

Stay up-to-date with your Capsule CRM opportunities and quickly connect with clients using this automated workflow. When there's a new or updated opportunity in Capsule CRM, this automation creates a draft email in your Microsoft Outlook account, ensuring you're always ready to maintain communication with your clients and close deals efficiently.

Stay up-to-date with your Capsule CRM opportunities and quickly connect with clients using this automated workflow. When there's a new or updated opportunity in Capsule CRM, this automation creates a draft email in your Microsoft Outlook account, ensuring you're always ready to maintain communication with your clients and close deals efficiently.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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