What’s New?
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Sync your Outlook mailbox and CRM effortlessly by connecting 2-way sync! πŸ‘
New Contacts:
  • You can now create new contacts directly from your Outlook mailbox 🀩
  • Add the β€˜Auto BCC’ address to the CC or BCC field while sending an email in Outlook.
  • πŸ’₯ Your contact will be automatically created, along with the conversation in the CRM.
Existing Contacts:
All emails sent πŸ“€ from your Outlook mailbox to existing contacts will be visible in CRM.
All Incoming emails from existing contacts are automatically imported into CRM. πŸ“₯
Where can you find this?
Under the sub-account settings in the 'My Profile' section, you can see Auto BCC Sync address.
This is unique to each user's email and location.
How does it help?
Enhanced Visibility: Syncing your Outlook mailbox and CRM provides a comprehensive view of interactions for better relationship management.
Efficiency Boost: Creating contacts directly from Outlook saves time, helping you stay focused on tasks.
Primary Inbox: With these added functionalities, you can now use the CRM as one of your primary inboxes for consistent communication management.
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Note
- This feature can currently be accessed via Labs.