FLG + Microsoft Outlook
Create and send emails in Microsoft Outlook for new leads in FLG
Stay on top of new leads by sending a personalized email in Microsoft Outlook whenever a new lead is created in FLG. This workflow helps ensure prompt follow-ups, improving your chances of converting leads into customers. Save time and boost your efficiency with this simple yet powerful automation.
Stay on top of new leads by sending a personalized email in Microsoft Outlook whenever a new lead is created in FLG. This workflow helps ensure prompt follow-ups, improving your chances of converting leads into customers. Save time and boost your efficiency with this simple yet powerful automation.
- When this happens...Lead Created
Triggers when a lead is created.
- automatically do this!Send Email
Send an email from your Outlook account.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
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Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Calendar
Time BeforeRequired
Time Before (Unit)Required
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Parent FolderRequired
Child Folder
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About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
