Sticks
Sticks
TTwenty
Created by ndk on 5/9/2024 in #❓︱help
Outlook Email Integration
We moved on a different solution for our next CRM application. At this moment in time, developing a Microsoft Outlook integration ought be the sole priority of the entire current team of developers.
28 replies
TTwenty
Created by ndk on 5/9/2024 in #❓︱help
Outlook Email Integration
You address two different issues: (1) Create contacts based on e-mails: Doubtful this is a sought-after demand. As the complete company and contact records cannot be completely filled from the content of an e-mail, I'm not seeing the point of using such functionality. (2) Easily file incoming and outgoing e-mails under the company and contact: Such function is really the entire point of having an CRM application as e-mail in still the most important written communication channel in business and industry. A CRM application will need to ingest e-mail communication from any of the major e-mail infrastructures used by enterprises. As these number in the hundreds, a CRM application will usually also have its own ingest e-mail box to which users can forward e-mails for filing under companies and contacts. Where do you currently stand regarding both of these issues?
28 replies
TTwenty
Created by ndk on 5/9/2024 in #❓︱help
Outlook Email Integration
Can you already forward e-mails for filing to the app under a client and contact as a native feature or can you use a Make workflow with webhooks to accomplish this?
28 replies