Connect Close CRM and Microsoft 365 Email (Outlook) integrations
Connect Close CRM and Microsoft 365 Email (Outlook) with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Microsoft 365 Email (Outlook) 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.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Adds a large attachment to an email.
Creates a new draft email.
Deletes an email.
Downloads an attachment from an email.
Forwards an email.
Gets the metadata of a specified email.
Performs an arbitrary authorized API call.
Moves an email to a selected folder in the mailbox.
Replies to the sender of an email.
Sends a draft email.
Creates and sends a new email immediately.
Updates an existing email.
Retrieves a list of attachment from an email.
Searches for emails.
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Build your Close CRM and Microsoft 365 Email (Outlook) integrations.
Create custom Close CRM and Microsoft 365 Email (Outlook) workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a large attachment to an email.
Creates a new contact.
Creates a new custom activity.
Creates a new draft email.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Popular Close CRM and Microsoft 365 Email (Outlook) workflows.
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