Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
Workbooks.com Outlook Connector
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The Workbooks Outlook Connector is designed to integrate and synchronize Workbooks CRM with Microsoft Outlook providing users all the information they need whenever they need it.

  • Share Emails with Workbooks.  When you compose or receive an email in Outlook, just click on a simple button to have the email copied into Workbooks with attachments
  • Share Tasks, Calendar and Contacts between the two applications.  In the background, the connector will synchronise new and changed records between the two systems
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Workbooks.com Outlook Connector
  • Share CRM items between Workbooks and Microsoft Outlook easily and efficiently
  • Advanced filer options to control which records to sync with Outlook
  • All CRM data is available offline and online
  • Full and bi-directional synchronization allows working with CRM data then syncing once online
  • Anywhere, anytime functionality to give users less time to update CRM activities while on the go

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