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Estelle J.
EJ
Community Manager, Channel Focus & Cloud Services Community at Baptie & Company

Outlook Integration?

Do you have integration with Outlook and what does it provide ?
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Ian M.
IM
Chief Revenue Officer - OneUp Sales 🎯 Technology Sales Leader, Cloud Social Influencer ☁ Blogger 💬 Speaker 🎤
0
Workbooks integrates with MS Outlook in 4 days: Email, Calendar, Contacts and tasks allowing a user with a simple click to synch information in of or out of Workbooks from Outlook. This is achieved using our Outlook connector on the PC which synchs records for the user that are relevant to them and allows the user to use Outlook offline and online with Workbooks. Even without Outlook Workbooks includes an email Dropbox functionality that allows any email client to copy emails into the Workbooks CRM system easily.
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