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Microsoft Outlook + Salesboard

Create Microsoft Outlook events for new Salesboard appointments

Need to ensure that your sales team has the latest events up to date? This Zap will automatically add each new Salesboard appointment, including notes and the addresses, as an event in a specified Microsoft Outlook calendar.

Need to ensure that your sales team has the latest events up to date? This Zap will automatically add each new Salesboard appointment, including notes and the addresses, as an event in a specified Microsoft Outlook calendar.

  1. When this happens...
    SalesboardSalesboard
    Appointment Created

    Triggers when a appointment is created.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesboard triggers, actions, and search

    Appointment Created

    Triggers when a appointment is created.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search

    Result Code Updated

    Triggers when a result code has changed.

    Trigger
    Instant
    Try It
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
  • Salesboard triggers, actions, and search

    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search

    Write a Audience Record

    Write a Audience Record.

    Action
    Write
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    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

Related categories

  • Calendar
  • Email
  • Microsoft

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About Salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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