LionDesk V2 CRM Ideas Portal

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Outlook sync with email

  • Shawn Strach
  • Jun 14 2019
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    Steven Lopez commented
    10 Nov 03:40pm

    Hey Lions,

    You can now connect your email account (Google, Outlook, and Microsoft) and sync your emails! Your emails will be categorized as 3rd party emails and saved in the contact's activity timeline. I added a help article below that will show you how to connect your email account.

    https://liondeskv2.zendesk.com/hc/en-us/articles/36005234837

  • Rick Tibbitts commented
    15 Jun, 2019 04:44am

    I assume the request is to allow in bound and outbound emails in Outlook to show in LD? As you probably know, you can CC or BCC in any email application outbound emails that will attach to the LD contact. I'm doing that and it kinda works... but the bigger issue is when a client responds to any email I send, from within LD or without LD and a record of that communication is not entered in to the LD record. Man I hope this feature is coming...

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