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.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Account
Creates a new client or prospect account.
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