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Microsoft Office 365 + Perspective

Send emails in Microsoft Office 365 for new leads via funnel in Perspective

When a new lead surfaces in the Perspective app, this workflow promptly sends an email notification via Microsoft Office 365. This seamless integration ensures you're immediately aware of potential clients, helping you save time and effectively manage your pipeline. Stay alerted and enhance your lead management process through this convenient, quick-response solution.

When a new lead surfaces in the Perspective app, this workflow promptly sends an email notification via Microsoft Office 365. This seamless integration ensures you're immediately aware of potential clients, helping you save time and effectively manage your pipeline. Stay alerted and enhance your lead management process through this convenient, quick-response solution.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Send Email

    Send an email from your Office 365 account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
    Try It
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
    • FunnelRequired

    Trigger
    Instant
    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
office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

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