Integrate Salesmate with Outlook
Send information between Salesmate and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send out a welcome email with Outlook once a new company is created in Salesmate
Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Outlook for new companies created in Salesmate.
How it works
- The flow triggers when a new company is created in Salesmate.
- Zoho Flow creates and sends a new email in Outlook.
Send out a welcome email with Outlook once a new company is created in Salesmate
Salesmate + Outlook
Create a new contact is in Outlook each time a new contact is created in Salesmate
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Outlook each time a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Outlook.
Create a new contact is in Outlook each time a new contact is created in Salesmate
Salesmate + Outlook
Build your own integrations between Salesmate and Outlook
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Supported triggers and actions
Integrate Salesmate and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact 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 deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or ID
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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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What is Outlook?
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