CASEpeer + Microsoft Outlook
Create and send Microsoft Outlook emails for new CASEpeer leads
Stay on top of new leads with this convenient workflow between CASEpeer and Microsoft Outlook. When a new lead is added to CASEpeer, an email will be sent from your Microsoft Outlook account, ensuring that you never miss an opportunity to follow up with potential clients. Streamline your lead management process and improve your response time with this seamless automation.
Stay on top of new leads with this convenient workflow between CASEpeer and Microsoft Outlook. When a new lead is added to CASEpeer, an email will be sent from your Microsoft Outlook account, ensuring that you never miss an opportunity to follow up with potential clients. Streamline your lead management process and improve your response time with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is captured.
- automatically do this!Send Email
Send an email from your Outlook account.
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Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Phone ext.
Call Time
Source
Date of Incident
Accident Type
Description of Injuries
Description of Accident
Source Number
Patched To
Patched From
Write in Date of Incident
Caller
General Description
