Microsoft Office 365 + Revamp CRM
Add new Revamp CRM customers to Office 365 as contacts
Your CRM helps you keep tabs on a constant stream of customers, but sometimes you want to be able to email a customer with a more personal touch. With this Office 365 Revamp CRM integration, you can automatically connect the two so that whenever a new customer is added to Revamp CRM, their info is also added to Office 365.
Your CRM helps you keep tabs on a constant stream of customers, but sometimes you want to be able to email a customer with a more personal touch. With this Office 365 Revamp CRM integration, you can automatically connect the two so that whenever a new customer is added to Revamp CRM, their info is also added to Office 365.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Contact
Creates a new contact.
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Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
Title
Primary Phone
Primary Email
Secondary Phone
Secondary Email
Skype
Website
Twitter
Linkedin
Address 1
Address 2
City
Postal Code
Country
Description
Birth Date
Gender
Tags
Score
