LeadConnector + Microsoft Exchange
Create and update LeadConnector opportunities from new Microsoft Exchange contacts
Stay on top of your sales process with this streamlined workflow. When a new contact is added in Microsoft Exchange, it will create or update an opportunity in LeadConnector. This automation helps ensure your customer relationship management stays up to date, giving your team the best chance of converting leads into sales.
Stay on top of your sales process with this streamlined workflow. When a new contact is added in Microsoft Exchange, it will create or update an opportunity in LeadConnector. This automation helps ensure your customer relationship management stays up to date, giving your team the best chance of converting leads into sales.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItContact Folder
Try ItCalendar
Try ItContact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
New Calendar Event
Triggers when a new event is created in your calendar.
Try ItNew Email
Triggers when a new e-mail is received in your inbox.
Try ItCalendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
All Day Event?
Description
Show me as Free or Busy
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
