iFactFind + Microsoft Office 365
Add new iFactFind clients as Microsoft Office 365 contacts
Use this template to add new iFactFind clients as Microsoft OFfice 365 contacts automatically.
Use this template to add new iFactFind clients as Microsoft OFfice 365 contacts automatically.
- When this happens...New Client
Triggers when a new client is added or an existing client is updated in iFactFind.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About iFactFind
iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
