Integrate Jetpack CRM with Outlook
Send information between Jetpack CRM and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Trigger a welcome email through Outlook when a new company is added in Jetpack CRM
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Jetpack CRM.
How it works
- The flow triggers when a new company is created in Jetpack CRM.
- Zoho Flow creates and sends a new email in Outlook.
Trigger a welcome email through Outlook when a new company is added in Jetpack CRM
Jetpack CRM + Outlook
Create a new contact is in Outlook each time a new contact is created in Jetpack CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Outlook each time a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Outlook.
Create a new contact is in Outlook each time a new contact is created in Jetpack CRM
Jetpack CRM + Outlook
Build your own integrations between Jetpack CRM and Outlook
Connect Jetpack CRM and Outlook with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Jetpack CRM and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Email received
Triggers when a new email is received
Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
Send email
Creates and sends a new email
Create event
Creates a new event
Create contact
Creates a new contact
Flag email
Flags the specified email
Reply to email
Replies to the specified email
Update contact
Updates the details of an existing contact
Update event
Updates a event by id
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
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
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
