Microsoft Outlook + Syncro

Add Microsoft Outlook contacts from new Syncro 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 Syncro, we'll also create a new contact on Microsoft Outlook automatically, 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 Syncro, we'll also create a new contact on Microsoft Outlook automatically, putting all those personal details at your fingertips whenever you need them.

  1. When this happens...
    SyncroSyncro
    New Customer

    Triggers when you create a customer.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Contact

    Creates a new contact.

    ActionWrite
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Start free with email
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Supported triggers and actions

  • Syncro triggers, actions, and search

    New Customer

    Triggers when you create a customer.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New Payment

    Triggers when a payment is made.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New Ticket

    Triggers when a Ticket is created.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    Ticket Status Changed

    Triggers when a Ticket status is changed.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New RMM Alert

    Triggers when an RMM Alert is created.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    Ticket Resolved

    Triggers when a Ticket is marked "Resolved".

    Trigger
    Instant
    Try It
    • Appointment SubjectRequired

    • Appointment Starts AtRequired

    • Appointment Ends AtRequired

    • Appointment Description

    • Appointment Location Type

    • Appointment Location

    • Ticket ID

    • Appointment Owner

    • Additional Attendees

    • All Day

    • Customer ID

    Action
    Write
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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syncro logo
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About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Related categories

  • CRM (Customer Relationship Management)

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