Capture new lead details from Outlook, format text, add to Excel, and create contact in Clio
Capture new lead details from Outlook, format text, add to Excel, and create contact in Clio
Capture new lead information from Microsoft Outlook emails, extract relevant details with Formatter by Zapier, and store them in Microsoft Excel while creating a contact in Clio for faster onboarding and organized lead management.
Workflow preview:
Zap details:
Overview
Capture new lead information from Microsoft Outlook emails, extract relevant details with Formatter by Zapier, and store them in Microsoft Excel while creating a contact in Clio for faster onboarding and organized lead management.