Automate Microsoft Outlook with Meets
Unlock the superpowers of Microsoft Outlook + Meets and automate your tasks without having to write a single line of code.
Microsoft Outlook and Meets
your way
Check out the available triggers and actions in the automation of apps Microsoft Outlook + Meets
New email received in a folder
For each new received email in a Microsoft Outlook folderTrigger
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
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
New email with attachment(s)
For every new email with attachment(s) received in Microsoft OutlookTrigger Premium
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 MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Create email
send an email through Microsoft OutlookAction
Recipient's Email Required
Subject Required
Message Type Required
Message Required
Attachments
CC
Bcc
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
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Automate Microsoft Outlook and Meets
with Pluga integrationsExplore automation templates
For each conquered opportunity on Meets, send an email through Microsoft Outlook
EXPLOREFor each created opportunity on Meets, send an email through Microsoft Outlook
EXPLOREWhen an opportunity reaches a certain funnel stage on Meets, send an email through Microsoft Outlook
EXPLOREFor each lost opportunity on Meets, send an email through Microsoft Outlook
EXPLOREFor each new received email in a Microsoft Outlook folder, register an opportunity on Meets
EXPLOREMiss an automation with this apps?
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Automate Microsoft Outlook + Meets
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By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Microsoft Outlook
EmailMicrosoft Outlook is a Microsoft email service and one of the most popular in the world. It allows sending and receiving emails, managing contacts, calendars, and tasks.
Integrations with Microsoft Outlook Visit Microsoft OutlookMeets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit Meets