amocrm email integration with microsoft outlook
DESCRIPTION
amoCRM is used to manage your customer relationships, nurture leads and set sales tasks for yourself or others. However, the vast majority of sales conversations in any business happen by email. In many CRM systems, this poses a data divide, where a salesperson uses an email system separately from their CRM. We have recently introduced a feature to bridge the gap between email and amoCRM! With email integration, amoCRM captures and stores conversations you and your colleagues have with your leads and customers. Now you don’t waste any time going through your inbox and sent emails trying to piece together your customer’s questions and concerns –it’s all right in front of you in amoCRM! Every update, new development and opportunity you get from your customers or leads is visible in amoCRM so you don’t have to remember to share it with the appropriate team members.TRANSCRIPT
amoCRM Email Integration
with Microsoft Outlook
amoCRM 222 Columbus Ave. Suite 407 San Francisco, CA 94133 415.800.6744
How it works…
Each amoCRM account is assigned a specific
email address (found in Account Settings)
CC (or BCC) to that address for email integration
Emails will be visible in individual contact cards &
the dashboard
If a message is sent to an email not found in
amoCRM, it will be stored in the system for 30
days waiting for the new contact to be added.
If a new contact with that email address is not
created within 30 days, the email will not be visible
in the amoCRM system.
Step by Step Email Integration Setup
In amoCRM
This is your assigned email integration address
In Microsoft Outlook
This is your assigned email integration address
Create 2 rules to automatically forward emails to your assigned email integration address
1 rule for messages you receive
1 rule for messages you send
In Microsoft Outlook
Apply this rule on
messages I receive
Forward it to people or
public group
Click on “people or public
group” in Step 2
Enter your designated email
integration address in the
“To→” field
In Microsoft Outlook
You can add any
exceptions to the rule
now, or modify the rule
later.
Step 2 summarizes your
new rule for you.
Click finish to confirm
setting up your 1st rule.
In Microsoft Outlook
Create your 2nd rule
Apply this rule on messages I send
Select the conditions that work for you and your business.
We recommend forwarding all email on this computer only, but you can come up with rules that better suit your needs.
We would be happy to assist in setting up rules that work for you!
In Microsoft Outlook
Apply this rule on
messages I send
Select to Cc the message
to people or public group
Click on “people or public
group” in Step 2
Enter your designated email
integration address in the
“To→” field
In Microsoft Outlook
You can add any
exceptions to the rule
now, or modify the rule
later.
Step 2 summarizes your
new rule for you.
Click finish to confirm
setting up your 2nd rule.
Summary of integration with Outlook
You have now created 2 rules in Outlook.
1 rule takes care of emails that you receive, and 1 rule takes care of
emails that you send.
If you receive emails in your amoCRM dashboard that you do not wish to
see, simply modify the rules in Outlook to better suit your needs.
Remember, an email will not show up in amoCRM unless there is already
a contact in the system with that email address.
More information on creating rules in Microsoft Outlook can be found
here.
Alternatively, you can give us a call or send an email to
[email protected] and we’ll be happy to assist!
