Create new leads in Aisle Planner from new calendar events in Microsoft Office 365
Organize your schedule and generate leads efficiently with this workflow. Upon setting a new event in Microsoft Office 365, a lead is instantly created in Aisle Planner. It's an efficient way to merge calendar planning with lead management, ensuring you stay proactive and effective in managing your events and potential clients without missing a beat.
Organize your schedule and generate leads efficiently with this workflow. Upon setting a new event in Microsoft Office 365, a lead is instantly created in Aisle Planner. It's an efficient way to merge calendar planning with lead management, ensuring you stay proactive and effective in managing your events and potential clients without missing a beat.
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- automatically do this!Create Lead
Creates a new lead.
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