Microsoft Outlook + Urable
Update or create Urable customers for new Microsoft Outlook emails
Optimize your client management process with this handy integration. When a new email arrives in Microsoft Outlook, it instantly creates or updates a customer profile in the Urable app. This efficient workflow ensures your customer data stays up-to-date, saving you the effort of manual data transfer between the two platforms.
Optimize your client management process with this handy integration. When a new email arrives in Microsoft Outlook, it instantly creates or updates a customer profile in the Urable app. This efficient workflow ensures your customer data stays up-to-date, saving you the effort of manual data transfer between the two platforms.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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