Integrate Nutshell with Outlook

Send information between Nutshell and Outlook automatically, without writing any code, using Zoho Flow.

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Send out a welcome email with Outlook once a new company is created in Nutshell

Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Outlook to new companies created in Nutshell.

How it works
  1. The flow triggers when a new company is created in Nutshell.
  2. Zoho Flow creates and sends a new email in Outlook.
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Send out a welcome email with Outlook once a new company is created in Nutshell

Nutshell + Outlook

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Supported triggers and actions

Integrate Nutshell and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Lead added

Triggers when a new lead is added

Company created

Triggers when a new company is created

Activity created

Triggers when a new activity is created

Lead won

Triggers when a new lead is won

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Task created

Triggers when a new task is added to the selected list

Email received

Triggers when a new email is received

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch person by email

Fetches the details of an existing person by email address

Fetch account by ID

Fetches the details of an existing account by id

Fetch account by name

Fetches the details of an existing account by name

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch person by id

Fetches the details of an existing person by id

Forward event

Forwards an event request to the specified recipients

Create contact

Creates a new contact

Reply to email

Replies to the specified email

Create event

Creates a new event

Create task

Creates a new task in the selected list

Send email

Creates and sends a new email

Flag email

Flags the specified email

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task in the selected list

Update event

Updates the details of an existing event

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Find contact folder

Finds a folder by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch task

Fetches the details of an existing task by title or ID from the selected list

What is Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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