- Welcome to the Knowledge Base
- Introduction
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Marketing
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
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- Auditing
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Configuration
- Introduction to System Administration
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- Customisation
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- Contact Support
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Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Adding People to Outlook
There are two ways to add a contact to Outlook:
Tip
To synchronise Outlook contacts with Workbooks consider upgrading your licence to include the Workbooks Outlook Connector.
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From a Person record - open the relevant Person record and click Download
or:
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From a People Landing Page - open the People Landing Page and navigate to the view that contains the Person record you want to export to Outlook. Click on the Download button
at the end of the relevant row.
NOTE: You may see a browser prompt asking if you want to leave your current page. Click yes (or the equivalent) to accept this.
Both methods will download a vCard for the relevant Person. Click on it to open a card like the one below. If you want to modify any details you can do so, then click Save & Close. This adds the contact to your Outlook contacts.
If the contact already exists within your Outlook contacts, you'll receive a prompt asking if you want to add the Person as a new contact or update the information that already exists in Outlook. Choose your preferred option and click Update.
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