CentralStationCRM + Microsoft Outlook
Create new Microsoft Outlook contacts from new persons in CentralStationCRM
Streamline your contact management by bridging the gap between CentralStationCRM and Microsoft Outlook. Every time a new person is added in CentralStationCRM, this workflow creates a corresponding contact entry in your Microsoft Outlook, keeping both platforms effortlessly updated. Eliminate the manual task of double-entry and ensure that your communication channels stay connected and current.
Streamline your contact management by bridging the gap between CentralStationCRM and Microsoft Outlook. Every time a new person is added in CentralStationCRM, this workflow creates a corresponding contact entry in your Microsoft Outlook, keeping both platforms effortlessly updated. Eliminate the manual task of double-entry and ensure that your communication channels stay connected and current.
- When this happens...New Person
Triggers when a new Person is created.
- automatically do this!Create Contact
Creates a new contact.
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New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired
Calendar
Time BeforeRequired
Time Before (Unit)Required
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New Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Cancelled Calendar Event
Triggers when an event is cancelled.
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