Create new Ceipal client contacts from new Microsoft Outlook contacts
When a new contact is added to your Microsoft Outlook, this workflow creates a corresponding client contact in your Ceipal application. This process helps to streamline your operations by eliminating the manual task of data transfer between the two platforms. Consequently, it boosts productivity while ensuring consistency in your contact information.
When a new contact is added to your Microsoft Outlook, this workflow creates a corresponding client contact in your Ceipal application. This process helps to streamline your operations by eliminating the manual task of data transfer between the two platforms. Consequently, it boosts productivity while ensuring consistency in your contact information.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Client Contact
Creates a Client Contact.
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