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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
Share:
- 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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