Work from your Outlook inbox.
Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration via Act! Contact Link. This Outlook plugin is free to active Act! subscribers!
Feature highlights
- Quickly and easily identify Outlook email recipients as contacts in Act!.
- Add new contacts to Act! from Outlook emails.
- See past interactions with known email contacts from within Outlook, including both activities and history.
- Create Act! history records from Outlook emails, attaching the email text to your Act! contacts.
- Create and schedule Act! activities with known email contacts.
- Track email opens and clicks in Outlook to prioritise follow-up.
System requirements & compatibility –
- Works with Act! CRM Standard and Expert
- Office 365, Office 2016 PC, Office 2013, Exchange, and OWA for iPad or iPhone
- Outlook Web Access
- Outlook.com
- Outlook for Mac 15.31 or higher
Setup & configuration notes
Requires an active Act! subscription and use of either Act! API or Act! Connect Link depending on deployment method. The Act! API is pre-enabled for Act! in the Cloud. Users will be required to provide a URL to establish a connection to Act! Connect. See details.