Microsoft Outlook + MyCRM Sync
Manage new and updated MyCRM Sync contacts by creating corresponding contacts in Microsoft Outlook
Streamline your contact management process with this efficient workflow. Whenever there's a change in your contact's details in the MyCRM Sync app, the same will be updated instantly in your Microsoft Outlook app. This is a perfect time-saving solution that ensures you'll never have to manually input contact data across multiple platforms again.
Streamline your contact management process with this efficient workflow. Whenever there's a change in your contact's details in the MyCRM Sync app, the same will be updated instantly in your Microsoft Outlook app. This is a perfect time-saving solution that ensures you'll never have to manually input contact data across multiple platforms again.
- When this happens...Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
- automatically do this!Create Contact
Creates a new contact.
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Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItContact Deleted
Triggers when a new contact is deleted.
Try ItDeal Status Changed
Triggers when a deal changes status.
Try ItCalendar
Time BeforeRequired
Time Before (Unit)Required
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Contact Created
Triggers when a new contact is created.
Try ItContact Updated
Triggers when a new contact is updated.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
Cancelled Calendar Event
Triggers when an event is cancelled.
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