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Integrate Outlook with Workbooks CRM

Integrate Outlook with Workbooks CRM

Outlook

The Workbooks Outlook Connector is a plug-in application for Microsoft Outlook which synchronises key information, including meetings, emails, contacts and tasks between Outlook and Workbooks CRM.

Users can work within either system to create and amend contact and meeting records. Once synchronised, the information — including any changes — will be reflected in both Outlook and Workbooks CRM.

The Outlook Connector also allows you to define rules to control which records are synchronised, and how often, before performing the synchronisation as a background task, ensuring your Outlook database is always up to date. The Outlook Connector lets your staff work with familiar software, reducing the time required to learn a new application or to alter their work habits.

To find out more about the Workbooks Outlook Connector, visit our Knowledge Base here.