Feature Update: Additional Capabilities for Outlook 2-Way Sync

What’s New?

– You can now sync your inbound emails from any existing contact directly to CRM when your 2-way sync is connected.

– You can now import new contacts into CRM while sending emails from Outlook using the ‘Auto BCC’ address.

– Auto BCC Sync is available under the sub-account settings in the ‘My Profile’ section. It is unique to each user’s email and location.

– Add the ‘Auto BCC’ address to the CC or BCC field while sending an email in Outlook to effortlessly create a new contact and add the conversation in CRM.

Note: This feature can currently be accessed via Labs.

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