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
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Activity created
Triggers when a new activity is created
Event created
Triggers when a new event is created
Email received
Triggers when a new email is received
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create person
Creates a new person
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account
Fetches the details of an existing account by name
Fetch person
Fetches the details of an existing person by email address
Send email
Creates and sends a new email
Reply to email
Replies to the specified email
Create event
Creates a new event
Flag email
Flags the specified email
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update event
Updates a event by id
Find contact folder
Finds a folder by name
Fetch calendar
Fetches the details of a calendar by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch event
Fetches an event by title
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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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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