Microsoft Outlook + Perfex CRM
Create new Perfex CRM leads from new Microsoft Outlook emails
Never miss a potential business opportunity again with this handy workflow. When a new email arrives in your Microsoft Outlook, it immediately creates a lead in your Perfex CRM. This seamless integration ensures that every new contact is added to your CRM, helping you maintain a steady flow of new leads to your business. Enhance your productivity and your prospecting efforts without lifting a finger.
Never miss a potential business opportunity again with this handy workflow. When a new email arrives in your Microsoft Outlook, it immediately creates a lead in your Perfex CRM. This seamless integration ensures that every new contact is added to your CRM, helping you maintain a steady flow of new leads to your business. Enhance your productivity and your prospecting efforts without lifting a finger.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Create Lead
Creates a Lead in the system.
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