- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
Electronic Signing Tools
- People, Organisations & Cases with DocuSign
- Setting up the DocuSign Integration
- Taking Payments with DocuSign
- Creating a Document with a DocuSign Template
- Creating a Document with a Workbooks PDF
- Managing DocuSign Documents
- Adobe Sign Integration
- Docusign Integration
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Introduction to the Outlook Connector
Most Workbooks Users have a wealth of valuable information about their business contacts and communication with those contacts stored in Outlook and visibility of this information within Workbooks is vital.
Additionally, Users want to continue using Outlook alongside Workbooks and to feel confident that the two systems are in sync.
The Workbooks Outlook Connector is a plug-in application for Outlook which automatically synchronises data in Outlook with your Workbooks database, enabling you to work in either product or a combination of both and giving you all the information you want, where you want it, when you want it.
Watch our two helpful videos which cover installing and using the Outlook Connector:
When installing the Outlook Connector, please ensure it meets the System Requirements.
What can be synchronised?
Watch our Using the Outlook Connector video which runs through how to use the Connector and its functionality.
People, Activity and Email records in Workbooks can be synchronised (Workbooks People records become Outlook Contacts, Activities become Tasks or Meetings) and by further synchronising Outlook with your mobile device, you can walk into any meeting with all your Workbooks information at hand.
You can also synchronise Organisations, Cases, Opportunities and Sales Leads, which allows you to link emails sent from Outlook to the relevant Workbooks record(s) so your database is always up-to-date. Similarly, the synchronisation will bring down from Workbooks any related items. For example, if you've related in Workbooks an Opportunity to a Person record, this Opportunity will appear in Outlook as a related item within the Contact record.
By default the Connector synchronises all of the records in your My People view (ie, records that are either Assigned To you or that you're watching) and creates them as Outlook contacts.
You can amend the filter settings (on a per User basis) to control exactly which records are synchronised. When you're installing the Connector you can control whether or not existing Outlook Contacts are made available for sharing as well as the behaviour of any new Outlook Contacts.
How does the synchronisation work?
When synchronising emails sent from Outlook, the Connector searches your Workbooks database for People or Sales Leads that have the same email address as the recipient and when it finds a match, links the email to the appropriate record.
If there isn't a matching record at the time you send the email but you later add the email address to a Workbooks record, all the previous emails will be linked to that record. This applies to email addresses held in the Main tab on a Person record as well as to any held in the Contact Details tab.
In order for items in Outlook to be synchronised, they must first have been shared with Workbooks.
Once the Connector is installed, items in Outlook have one of the following 'sharing states':
- Native - these are items which have been created in Outlook, but have not been converted for or shared with Workbooks.
- Unshared - these are items which have been converted into the format which allows them to be shared with Workbooks, but have not yet been shared.
- Shared - these are items which have been converted and shared with Workbooks, and will therefore appear both in your Outlook and your Workbooks account.
See the Using the Outlook Connector page for more information on Sharing items.
When does the synchronisation happen?
You can control how frequently the synchronisation takes place. You can schedule automatic synchronisations and can 'force' a synchronisation at any time. The synchronisation runs as a background task so you can carry on working whilst your records are being updated.
How do I get started?
Before downloading and installing the Outlook Connector, your database needs to have been configured correctly by your System Administrator. Please speak to them and ask them to check that they have:
- Ticked the checkbox next to Workbooks Outlook Connector (within Start > Configuration > Users & Security > Licences & Modules > Modules).
- Enabled the Outlook Connector extension on your User record;
- Granted you the following Capabilities: View CRM Sales Leads; View CRM Sales Opportunities; View CRM Cases (in addition to any other Capabilities you have).
Please note that the Outlook Connector can only be installed on one machine accessing any particular mailbox. If you get a second PC you should uninstall it from the first PC before installing it on the second one.
Before you can use the Connector you need to:
- Download and install the plug in;
- Apply the First Run Assistant (which guides you through setting up your login details, the filter settings that control which records from Workbooks are brought down into Outlook and running your first synchronisation);
- Define which records from Outlook you want to 'share' with Workbooks.
Remember to check that your environment meets the system requirements before going ahead. Details of these requirements can be found here.
NOTE: As an alternative to using the Outlook Connector, you might want to use the Workbooks Dropbox to get your emails into Workbooks. Click here to find out more about how the two compare.