eWay-CRM | Automatically create deals from Outlook messages
eWay-CRM | Automatically create deals from Outlook messages
Apps used in template
About
When a new message appears in a chosen folder in Outlook this scenario searches for a contact in your eWay-CRM by e-mail adress in fields Email1, Email2 and Email3. If found it creates a new deal for the found contact. If not found it creates a new contact and a new deal.
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Create your own workflow
Create custom 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.
Combines multiple bundles into a single array. This is the opposite of an Iterator.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates a new draft email.
Creates a new journal.
Creates a new project.
Creates a new task.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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