Alexa ConvergeHub Outlook Integration, CRM Email Management

Microsoft Outlook – ConvergeHub Integration

The Microsoft Outlook integration with ConvergeHub will help you to seamlessly manage your email, task, meeting, and contact on a single platform. The integration provides two-way sync to the user.

DocuSign Features

Microsoft Outlook Features

ConvergeHub CRM and Outlook integration let you manage customers and track conversations in ConvergeHub. This integration copies your Outlook contact activity right into your ConvergeHub contact. When you install the ConvergeHub plug-in for Outlook, you can synchronize your existing contact groups with ConvergeHub. Any time you update a contact in Outlook, the contact will be updated in ConvergeHub. Likewise, any updates to contacts in ConvergeHub CRM will be reflected in Outlook. After you have synchronized your ConvergeHub CRM contacts with Outlook, you can open a contact and see all related deals.

convergehub integration

Get your emails sync with the CRM and associate them with your leads and accounts

With Bi-directional synchronization, the information gets sync between ConvergeHub CRM and Outlook. You can sync Outlook emails with ConvergeHub and associate it with leads and accounts. The contact, events, and tasks created in ConvergeHub and Outlook get synced with each other automatically. This helps in getting your information updated across multiple platforms.

See all the meeting and task in the ConvergeHub Calendar

With a single-click, users will be able to quickly update their CRM calendar, which helps in keeping your calendars up to date.

convergehub integration
convergehub integration

Customized notification alert for meeting and events

Create automation which will notify the attendees before the meeting via SMS and email with the help of this integration

Setting up Microsoft Outlook Integration in ConvergeHub

1.Navigate to “App Store” or simply search “Microsoft Outlook” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2.Click on the Microsoft Outlook to set up the App

For seamless integration with Microsoft Outlook click on the Settings button, this will open up a pop-up. In the pop-up click on Outlook plugin, which will initiate the download of the plugin. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.Install the Microsoft Outlook Add-on

After the download is completed, install the Outlook plugin. Once the installation is completed, open Microsoft Outlook and navigate to add-ons. Run the ConvergeHub add-on with your ConvergeHub Credential and API key (which can be found in the Administration Setup of ConvergeHub).

convergehub integration
convergehub integration

4.Set the Sync settings as per your requirement

Once the setup is completed, set sync setting as per your requirements and set the Sync Date for fetching the Microsoft Outlook data to the CRM.

Microsoft Outlook Integration How-To

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