LeadSimple + Microsoft Outlook
Create new LeadSimple processes from newly matched Microsoft Outlook emails
When a new email that matches your search criteria arrives in your Microsoft Outlook, this workflow starts a new process in LeadSimple immediately. This helps to increase efficiency and productivity in managing your leads, ensuring no potential business opportunity is missed. Experience a seamless transfer of information between your email and lead management without troubles.
When a new email that matches your search criteria arrives in your Microsoft Outlook, this workflow starts a new process in LeadSimple immediately. This helps to increase efficiency and productivity in managing your leads, ensuring no potential business opportunity is missed. Experience a seamless transfer of information between your email and lead management without troubles.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create Process
Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.
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