Create Microsoft Office 365 events to follow up on new Simplicate quotes
Of course you want to follow up on your quotes! Whenever a new quote is sent in Simplicate, this integration will wait a chosen amount of time. Then, it will create a Microsoft Office 365 event to remind you to follow up on the quote. You'll never miss a follow up anymore!
Of course you want to follow up on your quotes! Whenever a new quote is sent in Simplicate, this integration will wait a chosen amount of time. Then, it will create a Microsoft Office 365 event to remind you to follow up on the quote. You'll never miss a follow up anymore!
- When this happens...Quotes Sent
Triggers when quotes are sent in a sales process.
- automatically do this...Find Sales by ID
Finds a Sales by ID
- then do this...Delay For
Waits for a set amount of time before completing your Actions.
- then do this!Create Event
Create an event in the calendar of your choice.
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Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
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