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eWay-CRM
Microsoft 365 Email (Outlook)

Connect eWay-CRM and Microsoft 365 Email (Outlook)

Explore ready-made eWay-CRM and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate eWay-CRM with Microsoft 365 Email (Outlook) and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
eWay-CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new journal.

  • Creates a new project.

  • Creates a new task.

  • Deletes an existing company.

  • Deletes an existing contact.

  • Deletes an existing deal.

  • Deletes an existing journal.

  • Deletes an existing project.

  • Deletes an existing task.

  • Retrieves an existing company.

  • Retrieves an existing contact.

  • Retrieves an existing deal.

  • Retrieves an existing journal.

  • Retrieves an existing project.

  • Retrieves an existing task.

  • Performs an arbitrary authorized API call.

  • Updates an existing company.

  • Updates an existing contact.

  • Updates an existing deal.

  • Updates an existing journal.

  • Updates an existing project.

  • Updates an existing task.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between eWay-CRM and Microsoft 365 Email (Outlook).

Add an Attachment
Adds a large attachment to an email.
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 Email
Creates a new draft email.
Action
Create a Journal
Creates a new journal.
Action
Create a Project
Creates a new project.
Action
Create a Task
Creates a new task.
Action
Delete a Company
Deletes an existing company.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.