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Microsoft Outlook logoMicrosoft Outlook logo
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Microsoft Outlook + Service Fusion

Microsoft Outlook + Service Fusion

Microsoft Outlook + Service Fusion integrations

Create new Microsoft Outlook contacts from new Service Fusion customers

Streamline your customer management process with this essential workflow. Whenever you have a new customer in Service Fusion, their details will be promptly added as a contact in your Microsoft Outlook. This efficient automation saves you valuable time and ensures you always have an updated contact list in Outlook, maintaining effective communication with your clientele.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new Service Fusion customer is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with Service Fusion and Microsoft Outlook

Discover other triggers and actions you can use with Service Fusion and Microsoft Outlook

    • When Job Status Changes To
    Trigger
    Instant
    Try It
  • Service Fusion triggers, actions, and search
    New Estimate

    Triggers when a new Service Fusion estimate is created.

    Trigger
    Polling
    Try It
    • Type
      Required
    • Start Date
      Required
    • Start Time
    • End Date
    • End Time
    • Task Note
    • Assign To (Users)
    • Relates To (Customers)
    • Relates To (Jobs)
    • Relates To (Estimates)
    • Privacy
    • Recurrence
    Action
    Write
    • Customer Name
      Required
    • Account Number
    • Private Notes
    • Public Notes
    • Payment Terms
    • Discount
    • Discount Type
    • Credit Rating
    • Labor Charge Type
    • Labor Charge Default Rate
    • Qbo Sync Token
    • Qbo Currency
    • Last Serviced Date
    • Is Bill For Drive Time
    • Is Vip
    • Is Taxable
    • Parent Customer
    • Referral Source
    • Agent
    • Assigned Contract
    • Payment Type
    • Tax Item Name
    • Industry
    • Prefix
    • First Name
    • Last Name
    • Suffix
    • Type
    • Job Title
    • Department
    • Dob
    • Anniversary
    • Is Primary
    • Email
    • Email Class
    • Email Types Accepted
    • Phone
    • Phone Type
    • Phone Extension
    • Street 1
    • Street 2
    • City
    • State Prov
    • Postal Code
    • Country
    • Nickname
    • Gate Instructions
    • Latitude
    • Longitude
    • Location Type
    • Is Primary
    • Is Gated
    • Is Bill To
    • Customer Contact
    • Custom Fields
    Action
    Write
microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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service-fusion logo
About Service Fusion
Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.
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