Popular Microsoft Outlook + Fluent CRM Workflows
Create Microsoft Outlook contact for new Fluent CRM contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Fluent CRM - Microsoft Outlook integration, anytime a new Fluent CRM contact is created, an Microsoft Outlook contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send Microsoft Outlook email for new Fluent CRM contact
Furthermore, with this Fluent CRM - Microsoft Outlook integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Create Microsoft Outlook event for new Fluent CRM contact
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Microsoft Outlook is your one-stop shop for staying connected, productive, and on-top of business. It is a highly functional solution providing you with email, calendars, contacts management, tasks and notes all in one place.
See Microsoft Outlook IntegrationsFluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.
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