Epoint
Sync emails and contacts effortlessly.
Overview
Sync your emails, calendar, and contacts effortlessly by integrating Outlook with our CRM. Manage communications and schedule meetings without switching between platforms.
Benefits
Sync emails & contacts – Automatically log conversations and contacts in the CRM.
Manage calendar events – Schedule meetings and track appointments in real time.
Two-way email sync – Send and receive emails directly from the CRM.
Improve productivity – Keep all communication and scheduling in one place.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Outlook under the Email & Calendar category.
Step 2 : Connect Your Outlook Account
Click "Connect Outlook" and sign in with your Microsoft account.
Grant the necessary permissions to sync emails, contacts, and calendar events.
Step 3 : Configure Your Outlook Preferences
Enable automatic email logging for better tracking.
Sync contacts to maintain an up-to-date database.
Activate calendar sync to manage appointments within the CRM.
Step 4 : Start Using Outlook with CRM
Send and receive emails directly from the CRM.
Access contact details linked to email conversations.
Manage meetings and reminders efficiently.
