Insightly + Microsoft Outlook
Create new Insightly records from new Microsoft Outlook emails
This robust workflow commences when a new email arrives in your Microsoft Outlook account, prompting an entry creation within your Insightly account. It's a seamless way to keep your records up-to-date, sparing you the need to manually input details. Enhance your productivity by ensuring all your vital emails are instantly transformed into Insightly records, giving your CRM a timely boost.
This robust workflow commences when a new email arrives in your Microsoft Outlook account, prompting an entry creation within your Insightly account. It's a seamless way to keep your records up-to-date, sparing you the need to manually input details. Enhance your productivity by ensuring all your vital emails are instantly transformed into Insightly records, giving your CRM a timely boost.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Create Record
Creates a Record
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