/
Outlook Integration - Email

Outlook Integration - Email

Owned by Rebecca Kornblum
Last updated: Jan 29, 2025
4 min read

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. Feature highlights:

  • 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 ahs 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.

Instructions

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

    image-20241128-002020.png

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

    image-20241128-002445.png

  3. The Outlook email and calendar integration toggles open.

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

  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.


      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.

  6. Emails in your Outlook that contain the email address(es) of any of your leads, can now be found in the Communication History section in the Record Details Panel of the lead(s).

    The Communication History section will show all emails sent and received through your Outlook email address, emails received through the inTouch system, and phone calls.

     

  7. Click an email in the Communication History section to view it. The application opens showing all of the communication for that application history in the Record List Panel. The content of the selected email opens in the Record Details Panel on the right side.

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

  8. To reply to the email, click the Reply icon.

  9. The Reply to Email popup window opens.

     

  10. Create an email and click Send to distribute.

  11. Click Refresh in the Communication History section to see the new communication activity. The email that was just replied to will be listed in the history.