Microsoft Outlook integration with Followup CRM
How to Store new Outlook emails as Followup CRM files
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 "Store new Outlook emails as Followup CRM files" 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 Followup CRM integrations
Followup CRM actions
Nekton can use any feature that is available in Followup CRM API.
Using our advanced AI, you can easily create custom automations for Followup CRM.
Here are some typical actions you can do in your automated workflows.
Create Project Company Contact
Create Project Company Contact
Hail Impact
Add a task to a client when there is a Hail Impact to the client’s address.
Create Project
Create a Project
Create Project Sales Behavior
Create project sales behavior
Store File Project
Store a document file in a specific project
Projects Data
Trigger to get projects data so that we can create dynamic dropdown with uuids
About Followup CRM
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.