Connect Capsule CRM and Microsoft 365 Email integrations
Connect Capsule CRM and Microsoft 365 Email with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Microsoft 365 Email to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
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Popular Capsule CRM and Microsoft 365 Email workflows.
Looking to get more out of Capsule CRM and Microsoft 365 Email? With Make you can visually integrate Capsule CRM and Microsoft 365 Email into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new person in Capsule CRM. The template uses this example spreadsheet.
This template allows you to search for JIRA Server pending tasks, save them to a Microsoft 365 Excel worksheet and send the worksheet as a Microsoft 365 Email.
Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.
Build your Capsule CRM and Microsoft 365 Email integrations.
Create custom Capsule CRM and Microsoft 365 Email workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Adds an large attachement to a message.
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new draft message.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Connect any app with Capsule CRM and Microsoft 365 Email
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