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Microsoft Outlook + Workbooks CRM

Microsoft Outlook + Workbooks CRM

Microsoft Outlook + Workbooks CRM integrations

Send emails in Microsoft Outlook for new sales leads in Workbooks CRM

Streamline your sales process with this efficient workflow. When a new sales lead is added into your Workbooks CRM system, an email gets sent directly from Microsoft Outlook. This enhances your engagement speed, ensuring your potential clients receive prompt and professional responses. You can concentrate on sealing the deal, while this automation takes care of your initial communication.

  1. When this happens...
    New Sales Lead
    New Sales Lead
    New Sales LeadTriggers when a new sales lead is created.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Workbooks CRM and Microsoft Outlook

Discover other triggers and actions you can use with Workbooks CRM and Microsoft Outlook

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    • Lookup name
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    New Organisation

    Triggers when a new organisation is created.

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    Posted Invoice

    Triggers when an invoice is complete and its status posted.

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    • Marketing Campaign
      Required
    • Party or Lead ID
      Required
    • Party or Lead Type
      Required
    • Member's Name
      Required
    • Status
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microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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workbooks logo
About Workbooks CRM
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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