How to Setup Email Capture for Microsoft Outlook / Office 365

This article will cover connecting Email capture to your Outlook or Office 365 account. 

 

1. Go to "Settings" gear icon.

2.  From the Settings page, select "Integrations".

3.  Then select Outlook/Office 365 

4. Email capture is activated by default and currently cannot be toggled off. 
In addition to email capture you can also fetch contacts from your Outlook contacts.

If "Enable Outlook Contact Sync" is checked, we will check your Outlook account for new contacts added and create corresponding contacts in your Salesnexus database.
If "Continually Sync Outlook Contacts" is checked, the contacts will be fetched each time new emails will be captured. If you wish to only fetch contacts once, uncheck this box.

"Start Sync From" allows you to enter a date and capture email from that date forward. This is primarily used to capture previously uncaptured emails. This date defaults to the current date.

Once you have chosen your settings click the "Authorize Outlook Capture" button.

4. Outlook Authorization

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If you are not an admin in your Office365 system, you will need to have your Office365 admin authorize Outlook capture for your team. To do so, have the admin click the "Grant Admin Approval" and follow the prompts. Once this is done, you can continue as before. Authorizing as admin does not setup Outlook capture. It only allows your team to connect their accounts.

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After clicking "Authorize Outlook Capture" a new tab will open up. If prompted to login, do so with the Outlook account you wish to connect. Once logged in, you will see a screen similar to below. Click yes and continue through the prompt.