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Microsoft Outlook + Wise Agent CRM

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.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add Lead

    Adds a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child 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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Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

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