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Outlook Integration - Email

Outlook Integration - Email

Description

The Outlook integration feature allows users to sync their Outlook calendars and email with Insellerate. This article describes how to sync your Outlook email to Insellerate. It covers:

Overview

Feature highlights of the Outlook integration for calendars and email include:

  • The syncing feature is one-way sync from Outlook to Insellerate.

  • Insellerate will match to / from emails address in Outlook to record email addresses.

  • By default, Insellerate will sync back for six months of historical emails (overnight after the authentication process has been completed)

  • Once established, if your Outlook integration is disconnected for any reason (such as a change of password or access expiration per company rules), you will receive an email letting you know that your calendar must be reconnected.

Note
Some organizations must request permission to access the Outlook integration feature. You may need to request company approval depending on your corporate Outlook settings. Your company’s Outlook administrator may need to grant Insellerate access.

How to Integrate Your Outlook Email with Insellerate

  1. Select User Profile from the User Avatar dropdown options.

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  2. Scroll down and click Third Party Integrations to open the section in the User Profile.

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  3. The Outlook email and calendar integration toggles open.

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  4. Turn the Email Integration toggle to Yes. A Reauthentication button appears and the Microsoft Login popup window opens.

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  5. Log in to Outlook. If your organization requires admin approval:

    1. Enter your justification.

    2. Click Request approval.

       

    3. Select the folders you want to sync with Insellerate.

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Notes
After you authenticate, Insellerate will sync back six months for historical emails overnight. If your organization requires more historical emails, contact Insellerate Support to increase the number of months. Up to twelve months can be configured for an additional one-time fee.

The Reauthenticate button will appear in the Third-Party Integrations section of your User Profile once your request is approved. If you change your Outlook password, you will need to return to the User Profile and click the Reauthenticate button.

How to View Your Integrated Outlook Emails

You can view your integrated Outlook emails in two ways:

Communication List

The Communication List shows all communication events (calls, emails, and SMS) related to ALL records.

  1. Click Communication in the Lists section of the Main Menu Panel.

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  2. The Communication list opens displaying all communication events related to all records. Select a record whose communication event is an email.

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  3. The email related to that record opens.

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Communication History

The Communication History section shows all emails sent and received through your Outlook email address, emails received through the inTouch system, and phone calls. Emails in your Outlook that contain the email address(es) of any of your leads can be found in this section.

  1. Select a lead from inFlow.

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  2. Open the Communication History section.

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  3. Click an email to view it.

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  4. The application opens showing all of the communication for that application in the Record List Panel. The content of the selected email opens in the Record Details Panel on the right side.

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    If the email contains an attachment, the user will be able to see that an attachment was included.