FEA Create offers a convenient feature that allows you to sync your Outlook email with the CRM, enabling seamless two-way communication. This article will explain the benefits of using Outlook email sync and guide you through the setup process.
Benefits of Outlook Email Sync:
With Outlook email sync, you can send and receive emails directly from the FEA Create platform within the contacts area.
All email conversations are captured and displayed in the contacts' profiles, providing a comprehensive view of your interactions.
The reply-to address for emails sent from the platform will show your personal email address, ensuring a more personalized communication experience.
Setting up Outlook Email Sync:
To set up Outlook email sync, navigate to the settings menu and select "Profile."
Scroll down to find the "Email Two-Way Sync" section.
Currently, this feature is only available for Outlook. Click the "Connect" button to proceed.
Log in with your Outlook email credentials and grant access to the FEA Create platform.
Once connected, the status of the sync will be displayed.
If needed, you can disconnect or update the sync by using the provided options.
Initiating Email Sync:
After setting up the Outlook email sync, you can initiate the email sync process by sending emails from the platform using your Outlook email address.
In a contact's profile, click on the "Send Email" option to compose a message.
The email will be sent from your Outlook email address, as indicated in the "From" field.
Any replies received from the recipient will be captured and displayed within the contact's profile, maintaining a record of the conversation history.
Important Considerations:
It's essential to note that emails sent directly to your Outlook address from external sources will not sync with FEA Create CRM.
However, when you initiate an email from the FEA Create platform using your Outlook email, the subsequent replies will sync and display within the CRM.
With the Outlook email sync feature in FEA Create CRM, you can streamline your communication process and have a centralized record of all conversations with your contacts. This powerful tool allows you to track the history of interactions, ensuring seamless communication and effective customer relationship management. Follow the steps outlined in this article to set up Outlook email sync and enhance your CRM experience.