Watch the Integration Demo
View CRM Plugin for Outlook 365 Demo Video →Seamless Microsoft Outlook 365 Integration
Use the Salesboom Outlook 365 integration tool anywhere you have Microsoft Outlook installed—on your laptop, home PC, or office computer. Our integration is more functional than any other solution, combining email management with contact and lead management features while fully integrating with Salesboom's Case and Solution Knowledge Management Database.
The Outlook 365 integration gives users the flexibility to continue using their existing email management software as an alternative to using the fully functional Salesboom webmail system, ensuring minimal disruption to established workflows.
Key Integration Benefits
Full Contact Integration
Complete visibility into email history with automatic linking to each contact or lead in Salesboom. This provides your teams with a 360-degree view of customer transactions.
Case Management Integration
Create and log cases directly from the Outlook interface. Automatically create cases from received emails and assign them to the correct support representatives.
Email Synchronization
Log incoming and outgoing Outlook messages in accounts, contacts, leads, cases, or opportunities within Salesboom automatically.
Increased Productivity
Work within your familiar Outlook interface while leveraging the full power of Salesboom's customer relationship management capabilities.
Web Access Compatible
Simultaneously use Microsoft Outlook 365 and Web Access for all emails, contacts, accounts, opportunities, cases, and solutions managed within Salesboom.
Broad Compatibility
Fully supported with Microsoft Outlook 365, Outlook 2002, Outlook 2003, and compatible with Windows 2000 and Windows XP.
Microsoft Outlook 365 and Web Access to CRM
Salesboom makes it easy for your business to simultaneously use Microsoft Outlook 365 and Web Access for comprehensive customer relationship management. Our integration provides:
- Full visibility into the history of all sent and received emails
- Automatic email linking to contacts and leads in Salesboom
- Time and cost savings through complete transaction history
- Customer-service oriented rapport instantly available to all employees
- Direct case creation from Microsoft Outlook 365 interface
- Simple point-and-click operations for all functions
- Customizable Outlook 365 Web Access email folders
Once you gain full visibility into your company's business processes, you'll never want to go back. We guarantee it.
Getting Started
Installing the Outlook 365 integration is quick and straightforward. Our step-by-step guide walks you through the entire process.
View Installation Instructions