Send an email in Outlook when a new party is created in Capsule CRM

■Overview

Do you spend time on routine tasks such as manually opening Outlook to send follow-up emails after registering new contacts in Capsule CRM? This series of tasks can lead to missed responses and delayed emails, potentially causing you to miss opportunities to build stronger customer relationships.

With this workflow, you can automate email sending from Outlook whenever a new contact is registered in Capsule CRM, enabling you to reach out to customers quickly and reliably.

■Who Should Use This Template

• Sales professionals who manage customer information in Capsule CRM and proactively reach out to customers through Outlook
• Those who manually send follow-up emails after registering new customers and are looking to improve efficiency
• Team leaders who want to automate the integration between Capsule CRM and Outlook to provide faster, higher-quality customer support

■Benefits of Using This Template

• When a new contact is added to Capsule CRM, an email is automatically sent from Outlook, freeing up the time previously spent on manual tasks for other work
• Prevent human errors such as incorrect recipient settings and missed follow-up emails, ensuring reliable customer communication

■How the Flow Works

1. First, connect Capsule CRM and Outlook to Yoom
2. Next, select Capsule CRM as the trigger and set the action to “When a New Party is Created”
3. Finally, set the Outlook “Send an Email” action as the operation and configure it to send the desired email

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• For the Outlook email-sending action, configure the recipients, subject, and other details as needed
• You can also automatically personalize the email body using information retrieved by the Capsule CRM trigger, such as the customer’s name

■Notes

• ‍‍Connect both Capsule CRM and Outlook to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.