DeltaNet CRM + Microsoft Outlook
Create new Microsoft Outlook contacts from new leads in DeltaNet CRM
Are you tired of manually entering new leads from your DeltaNet CRM into your Microsoft Outlook contacts? With this workflow, new leads in your DeltaNet CRM turn into contacts in Microsoft Outlook, helping you streamline communication and time management. Now, you can manage contacts more efficiently, resulting in less time spent on data input and more time on closing those important deals.
Are you tired of manually entering new leads from your DeltaNet CRM into your Microsoft Outlook contacts? With this workflow, new leads in your DeltaNet CRM turn into contacts in Microsoft Outlook, helping you streamline communication and time management. Now, you can manage contacts more efficiently, resulting in less time spent on data input and more time on closing those important deals.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new contact.
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Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Start dateRequired
End dateRequired
Event TitleRequired
Event Info
