Outlook Integration
Introduction to the Atlas CRM Outlook Add-in
Last updated
Introduction to the Atlas CRM Outlook Add-in
Last updated
The Atlas CRM Outlook Add-in brings customer management to your inbox, seamlessly integrating your email communications with Atlas CRM. Whether you’re adding contacts, storing email conversations, or accessing customer insights, this add-in ensures your team stays organized and aligned—all from within Outlook.
Here’s what you can do with the Outlook Add-in:
• Add contacts and participants: Save email participants as Atlas CRM contacts directly from Outlook.
• Store conversations as interactions: Log email threads to customer profiles in Atlas CRM automatically or manually.
• Access customer information: View and update customer information without leaving your inbox.
