{"id":80527,"date":"2023-11-27T17:14:30","date_gmt":"2023-11-28T00:14:30","guid":{"rendered":"https:\/\/test-act-main.pantheonsite.io\/connections\/outlook-integration\/"},"modified":"2025-09-18T07:43:16","modified_gmt":"2025-09-18T14:43:16","slug":"outlook-integration","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/connections\/outlook-integration\/","title":{"rendered":"Outlook Integration"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css=&#8221;.vc_custom_1739495049194{margin-bottom: 60px !important;}&#8221;][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1 style=\"margin-bottom:25px;\">Maximise your productivity when working in Outlook with Act! Sidebar for Outlook<\/h1>\n\n<p>Experience effortless productivity and streamlined workflows with Act! Sidebar for Outlook. Featuring a modern interface that seamlessly integrates with Act!, Act! Sidebar for Outlook automatically records email exchanges to history, allows you to add & update contact information, review detailed history records, and schedule activities with one or more attendees, directly from Outlook.<\/p>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1740662679353{border-bottom-width: 15px !important;padding-top: 15px !important;}&#8221;][vc_column css=&#8221;.vc_custom_1739982116612{margin-top: 0px !important;padding-top: 0px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/5&#8243; css=&#8221;.vc_custom_1743682243161{padding-right: 60px !important;}&#8221;][vc_single_image image=&#8221;97692&#8243; img_size=&#8221;large&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/5&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;actcrm-list checklist&#8221;]<\/p>\n<h2 style=\"margin-bottom: 25px;\">Feature highlights<\/h2>\n<ul>\n<li>Quickly and easily identify Outlook email recipients as contacts in Act!<\/li>\n<li>Automatically or manually attach email correspondence to Act! history records<\/li>\n<li>Add new contacts and edit existing contacts from Outlook emails<\/li>\n<li>Review detailed history records for most recent interactions including activity type, dates, and notes directly from Outlook<\/li>\n<li>Create and schedule different activities with known contacts with the ability to invite multiple attendees<\/li>\n<li>Leverage Act! for Outlook via embedded Act! Menu or optional sidebar<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1751455423853{padding-top: 50px !important;padding-bottom: 35px !important;}&#8221;][vc_column css=&#8221;.vc_custom_1739982116612{margin-top: 0px !important;padding-top: 0px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/5&#8243;][vc_column_text css=&#8221;&#8221;]<strong>System requirements &amp; compatibility <\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;3\/5&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<ul>\n<li>Requires Act! Premium Cloud or Act! Premium Desktop v25.2 or later<\/li>\n<li>Works with Microsoft Outlook, Outlook.com, Microsoft Exchange, Microsoft 365 (formerly Office 365), IMAP and POP servers<\/li>\n<li>Does not work with Outlook On The Web (formerly Outlook Web Access (OWA))\n<ul>\n<li>For use with Outlook On The Web download\u00a0<a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/office\/WA104380075\/\" target=\"_blank\" rel=\"noopener\">Act! Premium Contact Link<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner][vc_separator css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;2\/5&#8243;][vc_column_text css=&#8221;&#8221;]<strong>Setup &amp; configuration notes <\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;3\/5&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]Requires an active Act! Premium subscription.<\/p>\n<p>To get started in Act! Premium Cloud, select \u201cPreferences\u201d from the \u201cTools\u201d dropdown menu, select the \u201cEmail\u201d option, and follow the steps to configure email settings and synchronisation preferences.<\/p>\n<p>To get started in Act! Premium Desktop v25.2, select \u201cPreferences\u201d from the \u201cTools\u201d dropdown menu, go to the \u201cEmail &amp; Outlook Sync\u201d tab, and follow the steps to configure email settings and synchronization preferences.<\/p>\n<h3>Using an older version of Act!?<\/h3>\n<p><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/office\/WA104380075\/\" target=\"_blank\" rel=\"noopener\">Go here<\/a> to learn more about Outlook integration for older versions of Act!.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1739495049194{margin-bottom: 60px !important;}&#8221;][vc_column][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1740662679353{border-bottom-width: 15px !important;padding-top: 15px !important;}&#8221;][vc_column css=&#8221;.vc_custom_1739982116612{margin-top: 0px !important;padding-top: 0px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/5&#8243; css=&#8221;.vc_custom_1743682243161{padding-right: 60px !important;}&#8221;][vc_single_image image=&#8221;97692&#8243; img_size=&#8221;large&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/5&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;actcrm-list checklist&#8221;] Feature highlights Quickly and easily identify Outlook email recipients as contacts in Act! Automatically or manually attach email correspondence to Act! history records Add new contacts and edit existing contacts [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":34843,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-80527","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Outlook Integration for UK | Act!<\/title>\n<meta name=\"description\" content=\"Seamlessly combine your workspaces with Act! 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