CentralStationCRM + Microsoft Outlook
Create draft emails in Microsoft Outlook for new persons in CentralStationCRM
Streamline your client communication effortlessly with this workflow. When you add a new contact in CentralStationCRM, it will set up a draft email in Microsoft Outlook instantly. Perfect for efficient communication and keeping track of your contacts, this workflow lets you stay on top of your client interactions without missing a beat. Enhance your work process with this simple, yet efficient, client communication method.
Streamline your client communication effortlessly with this workflow. When you add a new contact in CentralStationCRM, it will set up a draft email in Microsoft Outlook instantly. Perfect for efficient communication and keeping track of your contacts, this workflow lets you stay on top of your client interactions without missing a beat. Enhance your work process with this simple, yet efficient, client communication method.
- When this happens...New Person
Triggers when a new Person is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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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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