Microsoft Outlook + PreciseFP

Create new PreciseFP accounts from new Microsoft Outlook contacts

Stay organized and quick on your feet with this handy workflow. Whenever a new contact pops up in your Microsoft Outlook, a new account is created within the PreciseFP app for that contact. This not only keeps your contact list updated but also ensures you have essential details readily available in PreciseFP for quick access. This seamless integration saves time and reduces manual data entry.

Stay organized and quick on your feet with this handy workflow. Whenever a new contact pops up in your Microsoft Outlook, a new account is created within the PreciseFP app for that contact. This not only keeps your contact list updated but also ensures you have essential details readily available in PreciseFP for quick access. This seamless integration saves time and reduces manual data entry.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    PreciseFPPreciseFP
    Create Account

    Creates a new client or prospect account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

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  • Email
  • Microsoft

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precisefp logo
precisefp logo

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
Learn moreHelp

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