Whenever you receive a new email in Microsoft Outlook, automatically create a corresponding lead in CompanyHub. This helps you ensure no potential client email gets lost, and you can follow up promptly.
Automatically sync every outgoing email from Microsoft Outlook to the relevant customer record in CompanyHub. This keeps your communication history up-to-date without manual data entry.
Use Outlook email activities to update your deal stages in CompanyHub. When you send or receive an email regarding a deal, automatically track this information to assess deal progression.
Whenever a new contact emails you in Outlook, automatically add their details to your CompanyHub contacts. This saves you time and ensures your contact list is always current.
Generate and update tasks in CompanyHub whenever specific tagged emails arrive in Microsoft Outlook. This keeps your task list aligned with communications, helping you keep track of actionable items.
And much more...