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BenchmarkONE + Microsoft Outlook

Create or update BenchmarkONE contacts from new matching emails in Microsoft Outlook

Get your Microsoft Outlook to swiftly identify and update your contacts in BenchmarkONE. Whenever a new email arrives that matches your search criteria in Outlook, a contact will be updated in BenchmarkONE corresponding to the email details. This efficient workflow helps you keep your BenchmarkONE contact list up-to-date, saving you valuable time on data entry.

Get your Microsoft Outlook to swiftly identify and update your contacts in BenchmarkONE. Whenever a new email arrives that matches your search criteria in Outlook, a contact will be updated in BenchmarkONE corresponding to the email details. This efficient workflow helps you keep your BenchmarkONE contact list up-to-date, saving you valuable time on data entry.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email Matching Search

    Triggers when a new e-mail is received in your inbox that matches a search.

    TriggerScheduled
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Create/Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
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    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
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benchmarkone logo

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

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