CentralStationCRM + Microsoft Office 365
Create draft emails in Microsoft Office 365 for new persons in CentralStationCRM
Easily manage your relationships with a workflow that connects CentralStationCRM and Microsoft Office 365. Whenever a new person is added in CentralStationCRM, a draft email is created in Office 365 instantly. This efficient process saves your team time and ensures prompt communication, keeping your customer relations running smoothly.
Easily manage your relationships with a workflow that connects CentralStationCRM and Microsoft Office 365. Whenever a new person is added in CentralStationCRM, a draft email is created in Office 365 instantly. This efficient process saves your team time and ensures prompt communication, keeping your customer relations running smoothly.
- When this happens...New Person
Triggers when a new Person is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- Free forever for core features
- 14 day trial for premium features & apps
New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired
Calendar
Time BeforeRequired
Time Before (Unit)Required
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New Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Parent FolderRequired
Child Folder
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