Jetpack Workflow + Microsoft Outlook
Create new Microsoft Outlook contacts from new Jetpack Workflow clients
Ensure efficient communication across your business tools with this workflow. When a new client is added in Jetpack Workflow, this automation creates a new contact in your Microsoft Outlook. By linking these business applications, you can save time, eliminate manual data entry, and keep your contacts organized.
Ensure efficient communication across your business tools with this workflow. When a new client is added in Jetpack Workflow, this automation creates a new contact in your Microsoft Outlook. By linking these business applications, you can save time, eliminate manual data entry, and keep your contacts organized.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Contact
Creates a new contact.
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New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
About Jetpack Workflow
Workflow Software Built To Help Your Growing Firm
