Microsoft Outlook + Wise Agent CRM

Create leads in Wise Agent CRM for new Microsoft Outlook contacts

Easily stay on top of your growing network with this efficient workflow. When a new contact is created in Microsoft Outlook, a lead will be added to your Wise Agent CRM. This seamless process saves time and ensures that no potential client slips through the cracks, helping you stay organized and improve your overall client management.

Easily stay on top of your growing network with this efficient workflow. When a new contact is created in Microsoft Outlook, a lead will be added to your Wise Agent CRM. This seamless process saves time and ensures that no potential client slips through the cracks, helping you stay organized and improve your overall client management.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerPolling
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add/Update Lead/Contact

    Adds or updates a lead.

    ActionWrite
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Supported triggers and actions

  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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wise-agent-crm logo
wise-agent-crm logo

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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Related categories

  • CRM (Customer Relationship Management)

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