Microsoft Outlook + OnePageCRM

Create new Microsoft Outlook events from updated deals in OnePageCRM

Elevate your productivity with this seamless workflow. When a deal is updated in OnePageCRM, an event is instantly created in Microsoft Outlook to keep you notified. Streamline your customer management process and never miss an update with this effective business tool. It's a clear solution to maximize efficiency in managing your customer deals.

Elevate your productivity with this seamless workflow. When a deal is updated in OnePageCRM, an event is instantly created in Microsoft Outlook to keep you notified. Streamline your customer management process and never miss an update with this effective business tool. It's a clear solution to maximize efficiency in managing your customer deals.

  1. When this happens...
    OnePageCRMOnePageCRM
    Updated Deal

    Triggers when a deal is updated.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

  • OnePageCRM triggers, actions, and search

    Completed Next Action

    Triggers when a next action is completed.

    Trigger
    Instant
    Try It
    • Deal Status

    • Filter by Deal Name

    • Filter by Custom Filter

    • Filter by Tag

    Trigger
    Polling
    Try It
    • Search Phrase

    • Custom Filter ID

    • Filter by Contact Status

    • Filter by Tag

    • Filter by Lead Source

    • Filter by Deal Status

    • Starred

    • Include My Team Contacts

    Trigger
    Polling
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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