Method CRM + Microsoft Outlook
Add Method activities from new Microsoft Outlook events
Tired of manually having to add every interaction you have with a sales prospect into your CRM? So are we. Thankfully, you can automate this process with the Microsoft Outlook-Method CRM integration. With this integration, the events you create in your Microsoft Outlook calendar automatically appear as new activities in Method. So you can say goodbye to double data entry for good.
Tired of manually having to add every interaction you have with a sales prospect into your CRM? So are we. Thankfully, you can automate this process with the Microsoft Outlook-Method CRM integration. With this integration, the events you create in your Microsoft Outlook calendar automatically appear as new activities in Method. So you can say goodbye to double data entry for good.
- When this happens...Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
- automatically do this...Find Contact
Finds an existing contact by entity full name, email or contact name.
- then do this!Add Activity
Adds a new activity.
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