Integrate EngageBay with Outlook

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

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Send a welcome email using Outlook when a new company is created in EngageBay

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will send out a welcome email via Outlook for new companies created in EngageBay.

How it works
  1. The flow triggers when a new company is created in EngageBay.
  2. Zoho Flow creates and sends a new email in Outlook.
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Send a welcome email using Outlook when a new company is created in EngageBay

EngageBay + Outlook

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Add a new contact in Outlook whenever a new contact is added in EngageBay

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Outlook each time a new contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in Outlook.
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Add a new contact in Outlook whenever a new contact is added in EngageBay

EngageBay + Outlook

Build your own integrations between EngageBay and Outlook

Connect EngageBay and Outlook with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EngageBay and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is added to the selected list

Email sent

Triggers when a new email is sent

Event updated

Triggers when the details of an existing event are updated

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 deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Create contact

Creates a new contact

Create event

Creates a new event

Create task

Creates a new task in the selected list

Flag email

Flags the specified email

Send email

Creates and sends a new 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

Update task

Updates the details of an existing task in the selected list

Fetch calendar

Fetches the details of a calendar by name

Find contact folder

Finds a folder by name

Fetch task

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

Fetch contact

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

Fetch event

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

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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.

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 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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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