LockedOn + Microsoft Outlook
Create new Microsoft Outlook contacts from new clients in LockedOn
Ensure all your new clients in LockedOn are swiftly communicated with, thanks to this workflow. As soon as you secure a new client in the LockedOn app, Microsoft Outlook forms a fresh contact. This automation not only assists in efficiently managing your contacts and streamlining your client communication processes, but it also removes the burden of manual data input. Stay organized and on top of your business relationships with this swift, efficient, and user-friendly workflow.
Ensure all your new clients in LockedOn are swiftly communicated with, thanks to this workflow. As soon as you secure a new client in the LockedOn app, Microsoft Outlook forms a fresh contact. This automation not only assists in efficiently managing your contacts and streamlining your client communication processes, but it also removes the burden of manual data input. Stay organized and on top of your business relationships with this swift, efficient, and user-friendly workflow.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
Additional Payload
Sample Payload Client ID
Try ItTrigger Sources
Sample Payload Enquiry ID
Try ItTrigger Statuses
Additional Payload
Data Options
Sample Payload Property ID
Try ItContact NameRequired
Email
Mobile
Home Phone
Comments
Address
Client Tag
Potential Seller
Inspection Date
Unique ID (optional)
Disable Spam Check
Create Referral Source
Auto Create Client
Trigger Type
Sample Payload Contact ID
Try ItTrigger Sources
Sample Payload Inspection ID
Try ItContact NameRequired
Email
Mobile
Home Phone
Comments
Address
Client Tag
Potential Seller
Active Buyer
Unique ID (optional)
Disable Spam Check
Create Referral Source
Auto Create Client
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
