Fundwave + Microsoft Outlook
Add new Microsoft Outlook emails as Fundwave notes
Add a note to a Fundwave deal when a new Microsft Outlook email is received from the deal contact person.
Add a note to a Fundwave deal when a new Microsft Outlook email is received from the deal contact person.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this...Find Pipeline in Dealflow
Find Pipeline in Dealflow by Name.
- then do this...Find Deal in Dealflow
Find Deal in Dealflow by Name or by Contact Person email for a given Pipeline ID.
- then do this!Add a New Note
Adds a New Note to a Deal.
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About Fundwave
Fundwave helps you run your operations for a Venture Capital or Private Equity fund.
Related categories
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
