Microsoft Outlook + Firmao Integration

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Microsoft Outlook + Firmao Integration

Create Firmao task for new Microsoft Outlook event

We all know the drill. You create {trigger.Event}} in your Microsoft Outlook, but then something comes up and you completely forget to create a corresponding task in your Firmao. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Firmao integration, you can set up Integrately such that every new event created in your Microsoft Outlook, automatically creates a new tasks in your Firmao. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Microsoft Outlook + Firmao Integration

Create Firmao task for new Microsoft Outlook contact

In Microsoft Outlook, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Firmao + Microsoft Outlook Integration

Send Microsoft Outlook email for new Firmao task

With this Firmao - Microsoft Outlook integration, whenever a new task is created in Firmao, email will be sent via Microsoft Outlook. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Firmao + Microsoft Outlook Integration

Create Microsoft Outlook event for new Firmao task

Firmao is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Firmao - Microsoft Outlook integration to automatically populate your Microsoft Outlook.

When a task is created in Firmao, an event will automatically be created in your Microsoft Outlook. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Firmao and Microsoft Outlook accounts in a matter of minutes.
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Microsoft Outlook + Firmao Integration
1.
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
2.
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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