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 EmailTriggers when a new e-mail is received in your inbox.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a Lead in the system.
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Flag ActionRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Mark asRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IdRequired
Start TimeRequired
End Time
Staff Id
Hourly Rate
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.companyRequired
Vat
Phone Number
Website
Address
City
State
Zip
Country
Partnership Type
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SourceRequired
StatusRequired
NameRequired
Assigned
Client ID
Tags
Contact
Title
Email
Website
Phonenumber
Company
Address
City
State
Country
Default Language
Description
Custom Contact Date
Contacted Today
Is Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Related TypeRequired
Related IDRequired
Proposal ToRequired
DateRequired
Open Till Date
Currency IdRequired
EmailRequired
Discount Type
Status Id
Assigned id
Item IdRequired
Item Related IdRequired
Item Rel TypeRequired
Item DescptionRequired
Item Long DescriptionRequired
Item QuantityRequired
Item RateRequired
Item UnitRequired
SubtotalRequired
TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
DepartmentRequired
Contact IdRequired
User IdRequired
Project Id
Ticket Message
service
Assigned
CC
Priority
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ImportanceRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubjectRequired
Date StartRequired
Client IdRequired
Date End
Contract Type
Contract Value
Description
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Invoice NumberRequired
Invoice DateRequired
CurrencyRequired
Item IdRequired
Item Related IdRequired
Relation TypeRequired
Item DescriptionRequired
Item Long DescrptionRequired
Item QuantityRequired
Item RateRequired
Item UnitsRequired
Allowed Payment Modes
Billing StreetRequired
SubtotalRequired
TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Related TypeRequired
Client IDRequired
Billing TypeRequired
Start DateRequired
StatusRequired
Progress From Tasks
Project Cost
Progress
Project Rate Per Hour
Estimated Hours
Project Members
Deadline Date
Tags
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Start DateRequired
Is Public?
Billable?
Hourly Rate
Milestone
DueDate
Priority
Repeat Every
Cycles
Related TypeRequired
Related ID
Tags
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Estimate DateRequired
Due Date
CurrencyRequired
Item IdRequired
Item Related IdRequired
Item Rel TypeRequired
DescriptionRequired
Item Long DescriptionRequired
Item QuantityRequired
Item RateRequired
Item UnitRequired
SubtotalRequired
TotalRequired
Billing StreetRequired
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping State
Shipping Zip
Shipping Country
Tags
Status
Reference No
Sale Agent
Admin Note
Client Note
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
companyRequired
Vat
Phone Number
Website
Address
City
State
Zip
Country
Partnership Type
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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