Create new persons in Mercury Connect for every new contact in Microsoft Outlook
Simplify your contact management with this unified workflow. When a new contact is added in Microsoft Outlook, it instantly creates an identical contact in Mercury Connect. This streamlines your business processes, eliminates the need for double entries, and saves precious time. This improved efficiency means you can focus more on what matters most - serving your clients.
Simplify your contact management with this unified workflow. When a new contact is added in Microsoft Outlook, it instantly creates an identical contact in Mercury Connect. This streamlines your business processes, eliminates the need for double entries, and saves precious time. This improved efficiency means you can focus more on what matters most - serving your clients.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Person
Creates a new person.
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