Kiflo PRM + Microsoft Exchange Integrations

How to connect Kiflo PRM + Microsoft Exchange

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Supported triggers and actions

What does this mean?

Contact Added
Triggers when a new contact is added.
Trigger
Instant
Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
Customer Added
Triggers when a new customer is added.
Trigger
Instant
Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
Kiflo PRM
Triggers when a new deal is refused.
Instant
Trigger
Kiflo PRM
Triggers when a property on an existing deal is updated.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is accepted.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is added.
Instant
Trigger
Kiflo PRM
Triggers when a new note is added on a lead.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is refused.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is updated.
Instant
Trigger
Kiflo PRM
Triggers when a partner application is accepted.
Instant
Trigger
Kiflo PRM
Triggers when a new partner application is added.
Instant
Trigger
Kiflo PRM
Triggers when a partner application is rejected.
Instant
Trigger
Kiflo PRM
Triggers when a new partner is added.
Instant
Trigger
Kiflo PRM
Triggers when a new note is added on a partner.
Instant
Trigger
Kiflo PRM
Triggers when a partner moves to a new onboarding stage.
Instant
Trigger
Kiflo PRM
Triggers when a new partner is updated.
Instant
Trigger
Kiflo PRM
Triggers when a partner as added to a new program level.
Instant
Trigger
Kiflo PRM
Triggers when a new reward is created.
Instant
Trigger
Kiflo PRM
Triggers when a new transaction is added.
Instant
Trigger
Kiflo PRM
Triggers when a new transaction is updated.
Instant
Trigger
Kiflo PRM
Create a new channel conflict.
Scheduled
Action
Kiflo PRM
Creates a new contact.
Scheduled
Action
Kiflo PRM
Updates an existing contact.
Scheduled
Action
Kiflo PRM
Creates a new customer.
Scheduled
Action
Kiflo PRM
Updates an existing customer.
Scheduled
Action
Kiflo PRM
Accepts a deal.
Scheduled
Action
Kiflo PRM
Adds a partner with his role on an existing deal.
Scheduled
Action
Kiflo PRM
Associates a customer to a deal.
Scheduled
Action
Kiflo PRM
Creates a new deal.
Scheduled
Action
Kiflo PRM
Refuses a deal.
Scheduled
Action
Kiflo PRM
Updates an existing deal.
Scheduled
Action
Kiflo PRM
Accepts a lead.
Scheduled
Action
Kiflo PRM
Converts a lead to a customer.
Scheduled
Action
Kiflo PRM
Converts a lead to a deal.
Scheduled
Action
Kiflo PRM
Creates a new lead.
Scheduled
Action
Kiflo PRM
Refuses a lead.
Scheduled
Action
Kiflo PRM
Updates an existing lead.
Scheduled
Action
Kiflo PRM
Accept a new partner application.
Scheduled
Action
Kiflo PRM
Reject a new partner application.
Scheduled
Action
Kiflo PRM
Creates a new partner.
Scheduled
Action
Kiflo PRM
Updates an existing partner.
Scheduled
Action
Kiflo PRM
Creates a new transaction.
Scheduled
Action
Kiflo PRM
Finds an existing contact.
Scheduled
Action
Kiflo PRM
Finds an existing customer.
Scheduled
Action
Kiflo PRM
Finds an existing deal.
Scheduled
Action
Kiflo PRM
Finds an existing lead.
Scheduled
Action
Kiflo PRM
Finds an existing partner application.
Scheduled
Action
Kiflo PRM
Finds an existing partner.
Scheduled
Action
Kiflo PRM
Finds an existing transaction.
Scheduled
Action
Kiflo PRM
Finds an existing Contact or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Customer or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Deal or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Lead or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Partner or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Transaction or creates a new one.
Scheduled
Action
Microsoft Exchange
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
Microsoft Exchange
Triggers when a new event is created in your calendar.
Scheduled
Trigger
Microsoft Exchange
Triggers when a new contact is added to your account
Scheduled
Trigger
Microsoft Exchange
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
Microsoft Exchange
Triggers when an event is updated.
Scheduled
Trigger
Microsoft Exchange
Create an event in the calendar of your choice.
Scheduled
Action
Microsoft Exchange
Creates a new contact.
Scheduled
Action
Microsoft Exchange
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
Microsoft Exchange
Send an email from your Exchange account.
Scheduled
Action
Microsoft Exchange
Updates a contact.
Scheduled
Action
Microsoft Exchange
Search for a contact.
Scheduled
Action
Microsoft Exchange
this is the description.
Scheduled
Action

How Kiflo PRM + Microsoft Exchange Integrations Work

Step 1: Authenticate Kiflo PRM and Microsoft Exchange.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.