Microsoft Outlook + MyCase
Create new or update existing Microsoft Outlook contacts when leads are added or updated in MyCase
Stay on top of your contacts with this efficient workflow. Whenever a lead is added or updated in MyCase, a corresponding contact is instantly created in Microsoft Outlook. This means you'll never have to worry about manual updates again, keeping your communication streamlined and ensuring no important contact slips through the cracks. This solution gives you the peace of mind that your contacts are always up-to-date, making your client interactions more effective.
Stay on top of your contacts with this efficient workflow. Whenever a lead is added or updated in MyCase, a corresponding contact is instantly created in Microsoft Outlook. This means you'll never have to worry about manual updates again, keeping your communication streamlined and ensuring no important contact slips through the cracks. This solution gives you the peace of mind that your contacts are always up-to-date, making your client interactions more effective.
- When this happens...Lead Added or Updated
Triggers when a lead has been added/updated.
- automatically do this!Create Contact
Creates a new contact.
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