Reply
Regular Contributor
tfurber
Posts: 54

outlook connector sync

Is there a way to automaticly sync all your email communication with leads back to salesforce from outlook without having to mark individual emails to be synced?  What about just all?
Regular Contributor
tfurber
Posts: 54

Re: outlook connector sync

Anyone?   I have enterprise sf.
Trusted Contributor
Peanutman
Posts: 197

Re: outlook connector sync

Hi tfurber,

 

When you send an e-mail from Outlook to someone, and you want a copy of the e-mail also to be in Salesforce.com, instead of just hitting the 'Send' button in Outlook, hit the 'Send and Add' button.

 

This will send the e-mail to the person as well as allow you to associate the e-mail to the proper Lead or Contact in Salesforce.com.

 

While it is not automatic, it really does not take that long to do.

 

Hope this helps.

 

Eric