Microsoft Outlook + Perspective
Create draft emails in Microsoft Outlook for new leads via funnel in Perspective
When a new lead comes into your Perspective funnel, remain proactive and agile with this automated workflow. It instantly drafts an email in Microsoft Outlook, letting you respond quickly, keeping your leads engaged. This smooth process not only saves time but ensures no opportunity slips through the cracks. Enhance your lead management with this seamless integration.
When a new lead comes into your Perspective funnel, remain proactive and agile with this automated workflow. It instantly drafts an email in Microsoft Outlook, letting you respond quickly, keeping your leads engaged. This smooth process not only saves time but ensures no opportunity slips through the cracks. Enhance your lead management with this seamless integration.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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