Outlook Addins

Exchange Addins

Outlook Alerts!

Salesforce CRM with Microsoft Outlook Integration

Visit Website Visit Website

Salesforce provides Microsoft Outlook CRM integration to synchronize your address books and calendars. It also allows your reps to use Outlook email to communicate with customers while easily capturing everything in Salesforce at the same time for organization-wide visibility. You can even embed Salesforce directly into Outlook.

Add incoming or outgoing Outlook emails to the appropriate record in Salesforce with a single click in Outlook. Because you have the flexibility to select the emails that are logged in Salesforce, the system is not cluttered with irrelevant communications.

 

Automatically look up the matching Salesforce lead, contact, opportunity, or case in real time when adding Outlook emails to Salesforce. You can also search by keywords to find the matching record for complete Microsoft Outlook CRM integration.

Synchronize your Outlook address book and calendar with Salesforce to keep all your contacts and activities up to date in both places. Enjoy complete contact management and synchronization between Microsoft Outlook and salesforce.com.

Search your Salesforce customer database from within Outlook and include your contacts or leads in the list of recipients for outgoing email messages.