Microsoft Outlook + Top Producer
Create new Top Producer contacts from new Microsoft Outlook contacts
Effortlessly manage your business contacts with this efficient automation. When a new contact is created in the Microsoft Outlook app, it instantly initiates a workflow that will create that same contact in the Top Producer app. This process ensures that your contact information is seamlessly updated across both platforms without any manual data entry, saving you valuable time and reducing the risk of errors.
Effortlessly manage your business contacts with this efficient automation. When a new contact is created in the Microsoft Outlook app, it instantly initiates a workflow that will create that same contact in the Top Producer app. This process ensures that your contact information is seamlessly updated across both platforms without any manual data entry, saving you valuable time and reducing the risk of errors.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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