Microsoft Outlook + Wealthbox CRM

Turn new flagged emails in Microsoft Outlook into tasks in Wealthbox CRM

Keep track of crucial emails with ease using this efficient workflow. When a new email is flagged in your Microsoft Outlook, it turns that email into a task within Wealthbox CRM instantly. This way, you never miss out on important messages, ensuring prompt communication and task completion. Make this seamless workflow your partner in productivity, and stay on top of your priorities effortlessly.

Keep track of crucial emails with ease using this efficient workflow. When a new email is flagged in your Microsoft Outlook, it turns that email into a task within Wealthbox CRM instantly. This way, you never miss out on important messages, ensuring prompt communication and task completion. Make this seamless workflow your partner in productivity, and stay on top of your priorities effortlessly.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Flagged Email

    Triggers when a new email is flagged.

    TriggerPolling
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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