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Create Godial contact for new Microsoft Office 365 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 Microsoft Office 365 - Godial integration, anytime a new Microsoft Office 365 contact is created, an Godial 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.
Create Godial task for new Microsoft Office 365 contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Microsoft Office 365 > Check condition > Create contact in Godial
When Contact is created in Microsoft Office 365 > Check condition > Create user in Godial
When Contact is updated in Microsoft Office 365 > Check condition > Create contact in Godial
When Contact is updated in Microsoft Office 365 > Check condition > Create user in Godial
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Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!
See Microsoft Office 365 IntegrationsGoDial is a cloud-based mobile dialer and customer relationship management (CRM) software for your mobile phone. It enables you to manage your sales leads, customers and marketing campaigns on the go.
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