Capsule CRM + Microsoft Outlook
Create new tasks in Capsule CRM for every new calendar event in Microsoft Outlook
Keep your tasks aligned with your events effortlessly with this workflow. When you set a new event in your Microsoft Outlook calendar, this process instantly generates a corresponding task in your Capsule CRM. Stay organized and ensure every meeting or event on your schedule is backed by a relevant task in your CRM. Your event-led task management just got simpler.
Keep your tasks aligned with your events effortlessly with this workflow. When you set a new event in your Microsoft Outlook calendar, this process instantly generates a corresponding task in your Capsule CRM. Stay organized and ensure every meeting or event on your schedule is backed by a relevant task in your CRM. Your event-led task management just got simpler.
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- automatically do this!Create Task
Creates a new Task.
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