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
- The flow triggers when a new company is created in Nutshell.
- Zoho Flow creates and sends a new email in Outlook.
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.
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What is Outlook?
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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