Create Agile CRM tickets from new Microsoft 365 emails

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Apps used in template

Microsoft 365 Email

Agile CRM

About

Every time a new message is delivered to your Outlook 365 mailbox, Make will automatically create a ticket in Agile CRM.

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Add client inbox label to Gmail

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Save a Gmail email from a specific sender to Google Sheets as a new row

Use this template to save a Gmail message from a specific sender to your Google Sheets spreadsheet as a new row.

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Create a Gmail draft message from a new Google Sheets row

Use this template to create a Gmail draft message when a new row is added to your Google Sheets spreadsheet.

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Save a Gmail email to Google Sheets as a new row

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Send a Gmail email from a new Google Sheets row

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Save Gmail emails and attachments to Google Sheets and Google Drive

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Create new persons in Nutshell from new rows in a Google Sheets spreadsheet

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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.

Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Action

Add a Note

Adds a new note to a ticket, contact or deal.

Action

Add an Attachment

Adds an large attachement to a message.

Action

Add an Event

Adds a new event on the calendar.

Action

Create a Company

Creates a new company.

Action

Create a Contact

Creates a new contact.

Action

Create a Deal

Creates a new deal.

Action

Create a Draft Message

Creates a new draft message.

Action

Create a Task

Creates a new task.

Action

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