Customer Fields + Microsoft Outlook
Create draft emails in Microsoft Outlook for new Customer Fields form submissions
Streamline your customer communication and stay organized by utilizing this workflow to manage new form submissions from the Customer Fields app. When a customer submits a form, automatically create a draft email in Microsoft Outlook containing the submission details. Capture essential information and improve your customer engagement with this seamless process.
Streamline your customer communication and stay organized by utilizing this workflow to manage new form submissions from the Customer Fields app. When a customer submits a form, automatically create a draft email in Microsoft Outlook containing the submission details. Capture essential information and improve your customer engagement with this seamless process.
- When this happens...New Form Submission
Triggers when a customer submits a form.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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