Integrations - Outlook email integration - track communication sent from Outlook in Arlo

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7 comments

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    Mark Mannering

    Yes, much needed, so as to hugely improve Arlo's features as a CRM. Currently copying/pasting important emails into a contact or lead note is a headache and time-waster, especially when info is not pasted correctly. Also, would need the  option to attach or not a sent or received email through Outlook. Other cloud CRMs can do this.

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    The Communications Council

    I second Mark's comment above though from a Google platform perspective.

  • Avatar
    Mark Mannering

    Manually copying/pasting important Outlook emails sent to and received from Arlo contacts as Arlo notes, takes up the most amount of time in Arlo. We need to look at an Arlo contact and be able to see a history of important emailed correspondence. Other cloud CRMs integrate with Outlook - eg, Capsule CRM.

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    Jess (Jesse) Bacon

    Agreed, this function is a Must! It creates a terrible amount of time wastage for the sales team

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    The Communications Council (Edited )

    Can we please have this developed Arlo? :) Will make us more efficient.

  • Avatar
    Mark Mannering

    Up to 5 votes. How many votes do we need to get development going?

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    Mark Mannering

    Just as a heads-up on this; just found out that Xero now provides this feature of linking sent/received emails via Outlook or Gmail to their contacts. Have a look here https://help.xero.com/au/Contacts_Email. So we need the same feature in Arlo as soon as possible. I don't want to go into Xero and use this feature. Some of you out there might not even use Xero.

    Plus, BTW, it's now up to 6 votes :)

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