WE'RE HERE TO HELP!

Searchable LeadMaster documentation, guides and articles to help you get set up quickly and successfully.

How do I sync Outlook Emails with LeadMaster?

The Outlook CRMTool can be configured to automatically sync Contacts and Events with LeadMaster – for Emails, users have two options for integrating email with the CRM:

1. Send & Log –  for Outgoing emails sent from LeadMaster – displayed on the actual “Compose Email” page. The Send & Log Button checks for a matching record associated with the recipient’s email address in a single instance.

2. Log Message  – for incoming emails. The button is displayed on the actual Email page. The Log Message button checks for a matching record associated with the email address of the Sender of the existing mail and logs the email at the contact level in LeadMaster. 

Was this article helpful?
How can we improve this article?

Share This

Share on facebook
Share on twitter
Share on linkedin
Share on skype
Share on email
Share on print

Need More Help?

Can't find what you're looking for?
Email Us

In This Article
Scroll to Top