Microsoft Outlook + Clientify Integration

Connect Microsoft Outlook to Clientify - Automate your workflows in 1-click

Microsoft Outlook automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Make use of Clientify automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Microsoft Outlook + Clientify integration.
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Microsoft Outlook + Clientify Integration

Create Clientify contact for new Microsoft Outlook contact

Creating a new Clientify contact for every new Microsoft Outlook contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Microsoft Outlook - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Microsoft Outlook systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Microsoft Outlook + Clientify Integration
1.
  • Microsoft Outlook
    Email is received in Microsoft Outlook

    Triggers the automation when an email is received

  • Microsoft Outlook
    Contact is updated in Microsoft Outlook

    Triggers the automation when a contact is updated

  • Microsoft Outlook
    Email is created in Microsoft Outlook

    Triggers the automation when a new email is created

  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook

    Triggers the automation when a new event is created in a calendar

  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook

    Triggers the automation when a new event is created in a calendar

  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook

    Triggers the automation when a calendar event is updated

  • Microsoft Outlook
    Contact is created in Microsoft Outlook

    Triggers the automation when a new contact is created

  • Clientify
    Contact is created in Clientify

    Triggers the automation when a new contact is added

  • Clientify
    Contact is updated in Clientify

    Triggers the automation when a contact is updated

  • Clientify
    Deal stage is updated in Clientify

    Triggers the automation when a deal stage is updated

  • Clientify
    Deal is created in Clientify

    Triggers the automation when a new deal is created

  • Clientify
    Task is created in Clientify

    Triggers the automation when a new task is created

  • Clientify
    Company is created in Clientify

    Triggers the automation when a new company is created

2.
  • Microsoft Outlook
    Delete contact in Microsoft Outlook

    Removes a contact from the address book

  • Microsoft Outlook
    Send email in Microsoft Outlook

    Sends an email to a recipient

  • Microsoft Outlook
    Create event in Microsoft Outlook

    Adds a new contact to the contact list

  • Microsoft Outlook
    Create contact in Microsoft Outlook

    Adds a new contact to the database

  • Microsoft Outlook
    Update contact in Microsoft Outlook

    Updates contact information with new details

  • Microsoft Outlook
    Search contact in Microsoft Outlook

    Finds and retrieves contact information

  • Microsoft Outlook
    Create draft email in Microsoft Outlook

    Adds a new contact to the contact list

  • Microsoft Outlook
    Get attachments in Microsoft Outlook

    Retrieves attachments from emails and save them to a designated location

  • Microsoft Outlook
    Search event in Microsoft Outlook

    Conduct a search for events based on particular criteria

  • Microsoft Outlook
    Update event in Microsoft Outlook

    Updates event details with the latest information

  • Clientify
    Create contact in Clientify

    Adds a new contact to the database

  • Clientify
    Search contact in Clientify

    Finds and retrieves contact information

  • Clientify
    Search user in Clientify

    Searches for a user

  • Clientify
    Create deal in Clientify

    Generates a new deal with

  • Clientify
    Update deal in Clientify

    Updates deal information based on new criteria or changes

  • Clientify
    Get deal in Clientify

    Retrieves information about a deal

  • Clientify
    Close deal in Clientify

    Finalizes a deal

  • Clientify
    Create task in Clientify

    Creates a new task

  • Clientify
    Create order in Clientify

    Creates a new order

  • Clientify
    Get company in Clientify

    Retrieves information about a company

  • Clientify
    Create abandoned cart in Clientify

    Creates a new abandoned cart entry

  • Clientify
    Search product in Clientify

    Searches for a product

  • Clientify
    Delete product in Clientify

    Removes a product from the database

  • Clientify
    Create product in Clientify

    Creates a new workspace

  • Clientify
    Search deal in Clientify
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Integrate Microsoft Outlook & Clientify In 1 Click
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