Connect Ramper Pipeline with Microsoft Outlook
Connect Ramper Pipeline with Microsoft Outlook to scale and automate your operations.
Explore automation templates
Automate Ramper Pipeline and Microsoft Outlook with Pluga integrations
For each created opportunity on Linkseller, send an email through Microsoft Outlook
For each won opportunity on Linkseller, send an email through Microsoft Outlook
For each lost opportunity on Linkseller, send an email through Microsoft Outlook
For each new received email in a Microsoft Outlook folder, create an opportunity on Linkseller
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Ramper Pipeline and Microsoft Outlook
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Check out the available triggers and actions in the automation of apps Ramper Pipeline + Microsoft Outlook
Created opportunity
For each created opportunity on Ramper Pipeline
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization: ID
Person: ID
Responsible: ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
New email received in a folder
For each new received email in a Microsoft Outlook folder
Id
Creation date
Receipt date
Date the email was sent
Subject
Email Preview
Email link
Content
Content (text without HTML)
Sender's name
Sender's email
Recipients' names
Recipients' emails
Recipients' names and emails
Recipients' names in copy
Copied recipient emails
Recipients' names and emails in copy
Blind carbon copy recipient names
Blind copy recipient emails
Names and Emails of blind carbon copy recipients
Won opportunity
For each won opportunity on Ramper Pipeline
Deal products
ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Creation date
Change date
Name of person responsible
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name
Organization: Email
Organization: Telephone
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
New email with attachment(s)
For every new email with attachment(s) received in Microsoft Outlook
ID
Creation date
Receipt date
Sent date
Subject
Email preview
Email link
Content
Content (Text withou HTML)
Sender's name
Sender's email
Recipients' names
Recipients' emails
Names and Emails of the recipients
CC recipients' names
CC recipients' emails
CC recipients' names and emails
BCC recipients' names
BCC recipients' emails
BCC recipients' names and emails
Link to single file or zipped files
Name of the file that contains all the zipped email attachments
Lost opportunity
For each lost opportunity on Ramper Pipeline
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Create or update opportunity
create or update an opportunity on Ramper PipelineHow it works:
Whenever something happens on the source app
1. An opportunity will be created/updated on Ramper Pipeline
2. A person associated with this deal will be created/updated on Ramper Pipeline
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Ramper Pipeline (Round Robin)
All happening in a single automation! ✨
Create or update opportunity
create or update an opportunity on Ramper Pipeline
Distribute new opportunities
List of Sellers
Responsible person's email
Opportunity update settings
Opportunity update criteriia
Title Required
Sales stage Required
Revenue
Closing date
Historic
Opportunity for Required
Organization name
Organization address
Organization CNPJ
Organization phone
Name of person in the organization
Email of the organization person
Phone number of the organization person
Persons name
Person's email
Person's phone
Create email
send an email through Microsoft Outlook
Recipient's Email Required
Subject Required
Message Type Required
Message Required
Attachments
CC
Bcc
Boost this flow in your workflow
With Pluga, you connect Ramper Pipeline + Microsoft Outlook to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each won opportunity on Ramper Pipeline".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Microsoft Outlook and what Pluga should run automatically at each step. Example: "send an email through Microsoft Outlook"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Ramper Pipeline
CRMConnect Ramper Pipeline to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
Microsoft Outlook
EmailConnect Microsoft Outlook to 133+ apps with Pluga and turn your work into a productive machine. Connect your inbox to your other apps and let your messages work for you: capture leads, fire personalized follow-ups and archive conversations automatically.
