Microsoft Outlook + umsatz.io
Modify deal stages in umsatz.io and send emails through Microsoft Outlook
Stay on top of your deals in Umsatz.io with this seamless workflow. When you modify the stage of a deal, this process automatically sends an email in Microsoft Outlook, keeping your team in the loop. Streamline your sales process and enhance team communication with this effortless integration.
Stay on top of your deals in Umsatz.io with this seamless workflow. When you modify the stage of a deal, this process automatically sends an email in Microsoft Outlook, keeping your team in the loop. Streamline your sales process and enhance team communication with this effortless integration.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Send Email
Send an email from your Outlook account.
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Modify a Contact Property
Triggers when a contact property is filled or edited.
Try ItNew Activity
Triggers when a user tracks a new call in the app.
Try ItNew Deal
Triggers when a new deal is created in the system.
Try ItModify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Try It
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try ItNew Contact
Triggers when a new contact is created in the system.
Try ItNew Form Submission
Triggers when a new form is submitted in the system.
Try ItAppend values for multiselect fields instead of replacing them?
Note (optional)
