Agile CRM Beta

Microsoft Outlook 


Integrate Agile CRM with Microsoft Outlook
when a deal reaches a specific milestone you choose in agile crm , send the information to Microsoft Outlook.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Microsoft Outlook?

Outlook.com is a web-based suite of webmail, contacts, tasks, and calendaring services from Microsoft



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Microsoft Outlook as your action app and select an event
  • Map the fields from Agile CRM to Microsoft Outlook by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , send the information to Microsoft Outlook.

Coming soon