Create leads in Wise Agent CRM for new Microsoft Outlook contacts
Easily stay on top of your growing network with this efficient workflow. When a new contact is created in Microsoft Outlook, a lead will be added to your Wise Agent CRM. This seamless process saves time and ensures that no potential client slips through the cracks, helping you stay organized and improve your overall client management.
Easily stay on top of your growing network with this efficient workflow. When a new contact is created in Microsoft Outlook, a lead will be added to your Wise Agent CRM. This seamless process saves time and ensures that no potential client slips through the cracks, helping you stay organized and improve your overall client management.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Add Lead
Adds a new lead.
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