Extract sender last name, update or create contact in Bigin, and create pipeline record from flagged Outlook emails
Extract sender last name, update or create contact in Bigin, and create pipeline record from flagged Outlook emails
Manage new flagged emails by extracting the sender's last name, updating or creating contacts in Bigin by Zoho CRM, and generating new pipeline records for tracking inquiries, ensuring efficient follow-up and organization.
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Overview
Manage new flagged emails by extracting the sender's last name, updating or creating contacts in Bigin by Zoho CRM, and generating new pipeline records for tracking inquiries, ensuring efficient follow-up and organization.