Microsoft Outlook integration with Livespace
How to Create new Livespace CRM person and company for new Outlook contact
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".
-
Set the step description to "Create new Livespace CRM person and company for new Outlook contact" and then click on "Automate".
-
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 Livespace integrations
Livespace actions
Nekton can use any feature that is available in Livespace API.
Using our advanced AI, you can easily create custom automations for Livespace.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company.
Create Deal
Creates a new deal.
Add Deal Note
Adds a note to existing deal.
Create Person
Creates a new person.
Create Task
Creates a new task.
Edit Deal
Allows you to edit existing deal info.
About Livespace
Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.