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.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
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