Deal notes from emails — into your CRM automatically

The scenario reads new emails at Microsoft Outlook, finds the matching deal in Agile CRM and saves a short summary as a note on the record.

• A summary of every email on the right deal
• Nothing to copy by hand
• Client history always at hand in Agile CRM
• Fires on its own for every email

Microsoft OutlookGmailBrevoCustomer.ioEmail Trigger (IMAP)EmeliaGetResponseLemlistMailjetMicrosoft OutlookPostmarkAgile CRMOdooAction NetworkActiveCampaignAffinityAgile CRMAmoCRMAutomizyAutopilotБитрикс24BrevoCopperCustomer Datastore (n8n training)FreshdeskFreshworks CRMGetResponseGoogle ContactsHighLevelHubSpotKeapПочта Mail.ruMauticMicrosoft OutlookMonica CRMPipedriveSalesforceSendPulseSyncroMSPUptimeRobotXeroZoho CRM