How OnePageCRM integrates with Outlook

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

Outlook.com 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.