CRM
Protecting contact data (GDPR)
Last Updated: 08.11.2026Record or lift a contact’s objection, set how long contacts and quotes are kept, follow purges, export or erase a contact’s data, and see what happens to an erased employee’s CRM traces.
From a won deal to a project
Last Updated: 08.11.2026Create a won opportunity’s project, by hand or at signature, find an account’s projects and the CRM client on a project’s record, and take over the clients of existing projects as accounts.
CRM webhooks
Last Updated: 08.11.2026Notify your tools of a CRM event through a signed webhook: create a subscription, know the events and what your tool receives, verify the signature, follow deliveries, retries and suspension.
Connecting the CRM to Power Automate
Last Updated: 08.11.2026Import Illizeo’s custom connector into Power Automate, start a flow on a CRM event and read or write accounts, contacts, opportunities and activities.
Connecting the CRM to n8n
Last Updated: 08.11.2026Receive CRM events in n8n, call the API with the HTTP Request node and put the “incoming email to draft record” template into service.
Microsoft 365 in the CRM: emails, meetings and Teams
Last Updated: 09.11.2026Connect your Microsoft account, log your emails with CRM contacts, feed your “E-mails to handle” queue, turn your Outlook meetings into activities, and set the workspace’s exclusions, calendars and Teams announcement.
The CRM forwarding address
Last Updated: 09.11.2026Create the workspace forwarding address, forward an email from a stranger so that the CRM prepares its records, understand why an email is discarded and how long forwarded emails are kept.
Artificial intelligence in the CRM
Last Updated: 08.11.2026Switch on the CRM’s AI, summarise an account or an opportunity, prepare a meeting, draft the follow-up email, estimate a deal’s chances and prepare records from an email, knowing what is sent to the AI.
Getting records and sendings approved
Last Updated: 08.11.2026Choose which CRM creations, changes and sendings wait for a human validation, set who decides in Workflows, approve or decline a request and follow your own.
Sales commissions
Last Updated: 08.11.2026Set up commission plans, split a deal, get each sales rep’s monthly statement approved through to the payroll bonus, and link sales targets to Performance.
