Microsoft Outlook + RepairShopr
Create Microsoft Outlook Contacts from new RepairShopr Customers
The customer data you gather on your CRM is useful for your other apps, but that doesn't mean you should copy them over yourself. Set up this automation, and whenever a new customer is added to RepairShopr, we'll also create a new contact on Microsoft Outlook, putting all those personal details at your fingertips whenever you need them.
The customer data you gather on your CRM is useful for your other apps, but that doesn't mean you should copy them over yourself. Set up this automation, and whenever a new customer is added to RepairShopr, we'll also create a new contact on Microsoft Outlook, putting all those personal details at your fingertips whenever you need them.
- When this happens...New Customer
Triggers when you create a customer.
- automatically do this!Create Contact
Creates a new contact.
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItFirst Name
Last Name
Business Name
Email Address
Phone Number
Mobile Phone
Street Address (Line 1)
Address Line 2
City
State/County
Zip/Postal Code
Custom Fields
New Invoice
Triggers when a new invoice is created.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try ItFirst Name
Last Name
Business Name
Email Address
Phone Number
Mobile Phone
Street Address (Line 1)
City
State/County
Zip/Postal Code
Ticket Subject
Ticket Description
Ticket Issue Type
Location ID
Custom Fields
