amoCRM Email Integration with Microsoft Outlook

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amoCRM is used to manage your customer relationships, nurture leads and set sales tasks for yourself or others. However, the vast majority of sales conversations in any business happen by email. In many CRM systems, this poses a data divide, where a salesperson uses an email system separately from their CRM.

We have recently introduced a feature to bridge the gap between email and amoCRM! With email integration, amoCRM captures and stores conversations you and your colleagues have with your leads and customers. Now you don’t waste any time going through your inbox and sent emails trying to piece together your customer’s questions and concerns –it’s all right in front of you in amoCRM! Every update, new development and opportunity you get from your customers or leads is visible in amoCRM so you don’t have to remember to share it with the appropriate team members.

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amoCRM Email Integration with Microsoft Outlook

  1. 1. amoCRM Email Integration with Microsoft OutlookamoCRM222 Columbus Ave. Suite 407San Francisco, CA 94133415.800.6744
  2. 2. How it works… Each amoCRM account is assigned a specific email address (found in Account Settings) CC (or BCC) to that address for email integration Emails will be visible in individual contact cards & the dashboard If a message is sent to an email not found in amoCRM, it will be stored in the system for 30 days waiting for the new contact to be added. If a new contact with that email address is not created within 30 days, the email will not be visible in the amoCRM system.
  3. 3. Step by Step Email Integration Setup
  4. 4. In amoCRM This is your assigned email integration address
  5. 5. In Microsoft Outlook This is your assigned email integration address Create 2 rules to automatically forward emails to your assigned email integration address  1 rule for messages you receive  1 rule for messages you send
  6. 6. In Microsoft Outlook Apply this rule on messages I receive  Forward it to people or public group  Click on “people or public group” in Step 2  Enter your designated email integration address in the “To→” field
  7. 7. In Microsoft Outlook You can add any exceptions to the rule now, or modify the rule later. Step 2 summarizes your new rule for you. Click finish to confirm setting up your 1st rule.
  8. 8. In Microsoft Outlook Create your 2nd rule Apply this rule on messages I send  Select the conditions that work for you and your business.  We recommend forwarding all email on this computer only, but you can come up with rules that better suit your needs. We would be happy to assist in setting up rules that work for you!
  9. 9. In Microsoft Outlook Apply this rule on messages I send  Select to Cc the message to people or public group  Click on “people or public group” in Step 2  Enter your designated email integration address in the “To→” field
  10. 10. In Microsoft Outlook You can add any exceptions to the rule now, or modify the rule later. Step 2 summarizes your new rule for you. Click finish to confirm setting up your 2nd rule.
  11. 11. Summary of integration with Outlook  You have now created 2 rules in Outlook.  1 rule takes care of emails that you receive, and 1 rule takes care of emails that you send.  If you receive emails in your amoCRM dashboard that you do not wish to see, simply modify the rules in Outlook to better suit your needs.  Remember, an email will not show up in amoCRM unless there is already a contact in the system with that email address.  More information on creating rules in Microsoft Outlook can be found here.  Alternatively, you can give us a call or send an email to support@amoCRM.com and we’ll be happy to assist!
  12. 12. www.amoCRM.comsupport@amoCRM.com415.800.6744

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