Outlook integrations
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
- Connect an Outlook365 email account to the Email Sync feature to send/receive emails and create new contacts.
- Create new contacts from Outlook 365 by using our Lead Clipper Extension.
- Each user in OnePageCRM has their own unique Email Capture Address to forward emails for contacts that don't already exist in the CRM.
- Track email opens to strike while the iron is still hot (available on Business or Max plans).
- Know where you left off with your prospect or customer by retrieving your email history (available on Business or Max plans).
Connect Outlook Calendar
Jump up to Article's Overview ⮝There are two ways you can connect with Outlook365 Calendar:
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You can manually push Next Actions individually.
Or...
- Use the Calendar feed to push Next Actions automatically.