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.

Create Capsule CRM opportunities from Google Sheets rows

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.

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Add people to Capsule CRM from new Google Sheets spreadsheet rows

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.

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Send message to Outlook (Office 365 Email) for new users in Monday

Every time a new user is created in the Monday account, Make automatically creates emails for the assigned person from Outlook (Office 365 Email).

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Create and send WooCommerce coupons to your HubSpot CRM contacts

Use this template to automatically create a WooCommerce coupon and send it in a Microsoft 365 Email message when a HubSpot CRM contact meets a certain condition (in this case, when contact was created a year ago).

The scenario is set to run once a day. You can change it by clicking the clock icon on the first module.

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Send a Microsoft 365 Email message when a new Typeform form is submitted

Every time a new Typeform form is submitted, Make will automatically send an email message via Microsoft 365 Email.

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Send an email via Office 365 Email when a survey is submitted

When a survey is submitted in Survey123, send an email via Office 365 Email to a specified address. You can customize the contents of the email and specify recipients using data from the survey.

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Send Office 365 Emails from Gravity Forms entries

Every time a new entry is submitted to Gravity, Make will automatically send an enail via Office 365.

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Tag and/or comment on Zendesk tickets when an email to requester is not delivered (from Microsoft 365 Email)

Use this template to automatically tag and/or comment on a Zendesk ticket if an email sent to a requester had not been delivered. The template works if you're using Zendesk in connection with Outlook.

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Save pending JIRA Server issues to a Microsoft 365 Excel worksheet and send it as a Microsoft 365 Email

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.

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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.

Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action

Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action

Add an Attachment

Adds an large attachement to a message.

Action

Create a Case

Creates a new case.

Action

Create a Custom Field

Creates a new party, opportunity or case custom field.

Action

Create a Draft Message

Creates a new draft message.

Action

Create a Milestone

Creates a new opportunity milestone.

Action

Create a Party

Creates a new party.

Action

Create a Tag

Defines a new party, opportunity or case tag.

Action

Connect any app with Capsule CRM and Microsoft 365 Email

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