Send welcome emails to newly created leads

When a new lead is created in ABC Sales AI, automatically send an introductory email in Connect 365 to jumpstart prospect engagement.

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See all ABC Sales AI + Connect 365 integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ABC Sales AI Explore ABC Sales AI →

Triggers

New contact or lead

Fires when a new contact or lead is added to ABC Sales AI.

Contact updated

Fires when a field on a contact changes in ABC Sales AI.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in ABC Sales AI.

Deal won

Fires when a deal is marked won in ABC Sales AI.

Actions

Create or update contact

Creates or updates a contact in ABC Sales AI.

Create deal

Creates a new deal in ABC Sales AI.

Update record stage

Moves a deal or record to a new stage in ABC Sales AI.

Log activity

Logs a call, email, or note against a record in ABC Sales AI.

Connect 365 Explore Connect 365 →

Triggers

Email received

Fires when a new email arrives in Connect 365.

Email sent

Fires when an email is sent from Connect 365.

Email opened

Fires when a tracked email sent via Connect 365 is opened.

Email bounced

Fires when an email sent via Connect 365 bounces.

Actions

Send email

Sends an email via Connect 365.

Create draft

Creates a draft email in Connect 365.

Add label

Applies a label or folder to an email in Connect 365.

Move to folder

Moves an email into a different folder in Connect 365.

Log contact activity when incoming emails arrive When an email is received in Connect 365, automatically log activity in ABC Sales AI to maintain a complete history of customer interactions. See details

Update contact records when emails bounce If an email bounced in Connect 365, automatically update the contact in ABC Sales AI to flag invalid details and clean up your database. See details

See all ABC Sales AI + Connect 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send welcome emails to newly created leads” between ABC Sales AI and Connect 365?

Yes — describe it in the box above and Knit's Integrations Agent researches ABC Sales AI and Connect 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What are the benefits of linking ABC Sales AI and Connect 365?

Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.

Can incoming emails update sales deal notes?

Yes, receiving an email in Connect 365 can automatically log activity against the matching contact or deal in ABC Sales AI.