Microsoft Outlook integration with Elevated CRM
How to Add new Microsoft Outlook contacts to Elevated CRM
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Microsoft Outlook contacts to Elevated CRM" 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 Elevated CRM integrations
Elevated CRM actions
Nekton can use any feature that is available in Elevated CRM API.
Using our advanced AI, you can easily create custom automations for Elevated CRM.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
Delete Contacts by Email
Delete 1 or more contacts by email.
Delete Contact by Id
Delete a contact by id.
Find Contacts by Email
Find 1 or more contacts by email.
Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
Delete Contacts by Phone
Delete contacts by phone number.
About Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.