Microsoft Outlook + Workiz
Create events in Microsoft Outlook for new leads in Workiz
Stay on top of new business with this efficient workflow. When a new lead is added in Workiz, an event in Microsoft Outlook is promptly created. This way, you're instantly organized and prepared, ensuring timely follow-up with potential customers and optimizing your conversion efforts. Simplify your processes, stay focused on the task at hand, and watch your business grow.
Stay on top of new business with this efficient workflow. When a new lead is added in Workiz, an event in Microsoft Outlook is promptly created. This way, you're instantly organized and prepared, ensuring timely follow-up with potential customers and optimizing your conversion efforts. Simplify your processes, stay focused on the task at hand, and watch your business grow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
