Create new Proposify clients from new Microsoft Office 365 contacts
Effortlessly keep your client list updated with this seamless workflow between Microsoft Office 365 and Proposify. When a new contact is added in Office 365, a client is created in Proposify, ensuring an organized and efficient client management process. Eliminate manual data entry and save valuable time with this practical automation.
Effortlessly keep your client list updated with this seamless workflow between Microsoft Office 365 and Proposify. When a new contact is added in Office 365, a client is created in Proposify, ensuring an organized and efficient client management process. Eliminate manual data entry and save valuable time with this practical automation.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Client
Creates a new client.
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Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.