Capsule CRM + Microsoft Outlook

Send emails in Microsoft Outlook for new or updated contacts in Capsule CRM

Keep your communication streamlined and efficient with this workflow. When a contact is added or updated in Capsule CRM, an email will be instantly dispatched through Microsoft Outlook. This ensures you can stay on top of your client interactions and maintain timely, relevant correspondence without the hassle of manual monitoring. This automation improves your customer engagement and overall productivity.

Keep your communication streamlined and efficient with this workflow. When a contact is added or updated in Capsule CRM, an email will be instantly dispatched through Microsoft Outlook. This ensures you can stay on top of your client interactions and maintain timely, relevant correspondence without the hassle of manual monitoring. This automation improves your customer engagement and overall productivity.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    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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