How OnePageCRM integrates with Outlook

OnePageCRM connects with Outlook in various ways to integrate with Outlook contacts, Outlook / Office 365 Mail and Outlook calendar.

In this article:
Create Contacts Connect to Outlook Mail Connect Outlook Calendar

Create Contacts

OnePageCRM has two ways that allow you to add contacts from your Email in Outlook to OnePageCRM.

Outlook Desktop 2010 / 2013 and Outlook 2016

  • Our Outlook Contact Clipper allows you to capture leads directly from emails to OnePageCRM - read more here. and Office 365

  •  Our Chrome Extension allows you to  capture leads directly into OnePageCRM - read more here

Connect to Outlook Mail

Send and Save emails manually

  • Send emails individually and in bulk using templates - read more here

Full (two-way) Email sync 

  • Automatically sync and log both incoming and outgoing emails to contacts who exist in OnePageCRM - read more here.

Forward emails to your Email Capture Address

  • Each user in OnePageCRM has their own unique Email Capture Address so they can forward emails to contacts that don't already exist in the CRM - read more here

Email Open Tracking (Available on Business plan)

  • Track email opens so you can strike while the iron is still hot - read more here

Fetch Historical Emails (Available on Business Plan)

  • Know where you left off your email conversation with your prospect or customer by retrieving your email history - read more here.

Connect Outlook Calendar

There are two ways you can connect with Outlook calendar:

  • You can manually push Next Actions one by one - read more here.
  • Using your unique calendar URL, push Next Actions automatically - read more here.
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