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Create task in Wealthbox CRM when new message arrives in Outlook folder

Create tasks in Wealthbox CRM when new messages arrive in your specified Microsoft Outlook folder, ensuring timely follow-up on important communications and improving your project management efficiency.

Create task in Wealthbox CRM when new message arrives in Outlook folder

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Overview

Create tasks in Wealthbox CRM when new messages arrive in your specified Microsoft Outlook folder, ensuring timely follow-up on important communications and improving your project management efficiency.

Create task in Wealthbox CRM when new message arrives in Outlook folder