eWay-CRM | Automatically create deals from Outlook messages
When a new message appears in a chosen folder in Outlook this scenario searches for a contact in your eWay-CRM by e-mail adress in fields Email1, Email2 and Email3. If found it creates a new deal for the found contact. If not found it creates a new contact and a new deal.
At a glance
eWay-CRM | Automatically create deals from Outlook messages is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Outlook. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- Make.com
- Connects
- Outlook
- Modules
- 4
- Price
- Free
- Version
- v1.0
About this workflow
When a new message appears in a chosen folder in Outlook this scenario searches for a contact in your eWay-CRM by e-mail adress in fields Email1, Email2 and Email3. If found it creates a new deal for the found contact. If not found it creates a new contact and a new deal.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you