CRMdata + Microsoft Outlook + Microsoft Excel
Add Microsoft Excel rows and send Microsoft Outlook emails for new CRMdata companies
When a new company is added in CRMdata, a corresponding Microsoft Excel row will be added. In addition, a welcome message will be sent via Microsoft Outlook.
When a new company is added in CRMdata, a corresponding Microsoft Excel row will be added. In addition, a welcome message will be sent via Microsoft Outlook.
- When this happens...New Company
Triggers when a new Company is created.
- automatically do this...Add Row
Adds a new row to the end of a worksheet.
- then do this!Send Email
Send an email from your Outlook account.
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About CRMdata
CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.
Related categories
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
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