Integrate Agendor with Outlook

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

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Trigger a welcome email through Outlook when a new company is added in Agendor

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Outlook for every new company created within Agendor.

How it works
  1. The flow triggers when a new company is created in Agendor.
  2. Zoho Flow creates and sends a new email in Outlook.
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Trigger a welcome email through Outlook when a new company is added in Agendor

Agendor + Outlook

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Supported triggers and actions

Integrate Agendor and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

Task created

Triggers when a new task is added to the selected list

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Create person deal

Creates a person deal

Create person

Creates a person .

Create company

Creates a new company

Create company deal

Creates a new company deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Update deal status

Updates the status of the specified deal

Fetch company

Fetches the details of an existing company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Forward event

Forwards an event request to the specified recipients

Create task

Creates a new task in the selected list

Flag email

Flags the specified email

Send email

Creates and sends a new email

Create contact

Creates a new contact

Create event

Creates a new event

Reply to email

Replies to the specified email

Update task

Updates the details of an existing task in the selected list

Update contact

Updates the details of an existing contact

Update event

Updates the details of an existing event

Fetch event

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

Fetch contact

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

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch task

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

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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