LockedOn + Microsoft Outlook integrations
Create new Microsoft Outlook contacts from new clients in LockedOn
Ensure all your new clients in LockedOn are swiftly communicated with, thanks to this workflow. As soon as you secure a new client in the LockedOn app, Microsoft Outlook forms a fresh contact. This automation not only assists in efficiently managing your contacts and streamlining your client communication processes, but it also removes the burden of manual data input. Stay organized and on top of your business relationships with this swift, efficient, and user-friendly workflow.
- When this happens...New ClientTriggers when a new client is created.
- automatically do this!Create ContactCreates a new contact.
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More things you can do with LockedOn and Microsoft Outlook
Discover other triggers and actions you can use with LockedOn and Microsoft Outlook
- Additional Payload
- Sample Payload Client ID
Try ItTriggerInstant- Trigger Sources
- Sample Payload Enquiry ID
Try ItTriggerInstant- Trigger Statuses
- Additional Payload
- Data Options
- Sample Payload Property ID
Try ItTriggerInstant- Contact NameRequired
- Email
- Mobile
- Home Phone
- Comments
- Address
- Client Tag
- Potential Seller
- Active Buyer
- Property Address
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
ActionWrite
- Trigger Type
- Sample Payload Contact ID
Try ItTriggerInstant- Trigger Sources
- Sample Payload Inspection ID
Try ItTriggerInstant- Property Address
- Contact NameRequired
- Email
- Mobile
- Home Phone
- Address
- Comments
- Client Tag
- Potential Seller
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
- Contact 2 Name
- Email 2
- Mobile 2
- Home Phone 2
- Contact 3 Name
- Email 3
- Mobile 3
- Home Phone 3
- Address 2
- Address 3
ActionWrite- Property Address
- Contact NameRequired
- Email
- Mobile
- Home Phone
- Address
- Comments
- Client Tag
- Potential Seller
- Inspection Date
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
ActionWrite
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