Send email in Microsoft Outlook when leads are updated or tagged in Callingly
Stay updated with your leads effortlessly using this streamline workflow. When changes are made to leads or they are tagged in the Callingly app, an immediate email notification is sent through your Microsoft Outlook account. This reliable automation ensures you're promptly informed about any changes, making for efficient communication and follow-up.
- When this happens...Lead Updated or TaggedTriggers when a lead has been tagged or its status updated.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with Callingly and Microsoft Outlook
Discover other triggers and actions you can use with Callingly and Microsoft Outlook
- Lead Created
Triggers when a new lead is created.
Try ItTriggerInstant - Call Status
- Lead Status
- Team
- Number
Try ItTriggerInstant- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
ActionWrite- Phone NumberRequired
ActionSearch
- Updated Field
- Team
- Filter
Try ItTriggerInstant- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
ActionWrite- Phone NumberRequired
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
ActionWrite- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
Related categories
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.





