Create Agile CRM tickets from new Microsoft 365 emails
Apps used in template
About
Every time a new message is delivered to your Outlook 365 mailbox, Make will automatically create a ticket in Agile CRM.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
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.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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 contact by email to a selected campaign.
Adds a new note to a ticket, contact or deal.
Adds an large attachement to a message.
Adds a new event on the calendar.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates a new draft message.
Creates a new task.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make