BrightManager + Microsoft Outlook
Update contacts in Microsoft Outlook when clients are updated in BrightManager
Keep your contact information current across all platforms with this seamless workflow. Whenever a client's details are updated in BrightManager, a new contact will be instantly created in your Microsoft Outlook account. This ensures that you always have the most recent information at your fingertips, eliminating the need for manual data entry and enabling efficient communication. Simplify and streamline your digital organization with this time-saving solution.
Keep your contact information current across all platforms with this seamless workflow. Whenever a client's details are updated in BrightManager, a new contact will be instantly created in your Microsoft Outlook account. This ensures that you always have the most recent information at your fingertips, eliminating the need for manual data entry and enabling efficient communication. Simplify and streamline your digital organization with this time-saving solution.
- When this happens...Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
- automatically do this!Create Contact
Creates a new contact.
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Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner
Client IDRequired
Service NameRequired
