Contact Boss integration with Microsoft Outlook
How to Create Microsoft Outlook contacts from new Contact Boss contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Microsoft Outlook contacts from new Contact Boss contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Contact Boss integrations
Contact Boss actions
Nekton can use any feature that is available in Contact Boss API.
Using our advanced AI, you can easily create custom automations for Contact Boss.
Here are some typical actions you can do in your automated workflows.
New Calendar Event
Triggers when a new calendar event for Google Calendar, Outlook Calendar is triggered/created for contact in Contact Boss.
Create New Contact
Triggers when there's a new contact create request is submitted.
About Contact Boss
Contact Boss is one of your best options for client management software, offering a better way to track your clients. Contact Boss is the best client management software for Small to Medium Size Businesses, Entrepreneurs, Volunteer or Service Organizations etc.