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: | ||
Connect to Outlook Mail | Connect Outlook Calendar | Import Contacts from Outlook |
Connect to your Outlook365 account
- Using the Email Sync feature you can connect your Outlook365 account, send/receive emails, and create new contacts.
- Create new contacts from Outlook365 by using our Lead Clipper Extension.
- 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.
- Track email opens so you can strike while the iron is still hot (only available on the Business Plan).
- Know where you left off your email conversation with your prospect or customer by retrieving your email history (only available on the Business Plan).
Connect Outlook Calendar
There are two ways you can connect with Outlook365 Calendar:
You can manually push Next Actions one by one.
Or...
- Use your unique calendar URL, and push Next Actions automatically.