Marketplace

Outlook

Outlook is Microsoft's email service, and the default inbox for every business running on Microsoft 365.

The Outlook CRM integration connects that inbox to OnePageCRM. Emails with your CRM contacts get saved on their profiles, and you can send, track, and bulk-email straight from the CRM.

Need to set it up? See our Help Docs.

All sales-related emails in one place

Connect Outlook, and emails to and from your CRM contacts sync both ways. The rest of your inbox — newsletters, receipts, all the noise — stays where it is.

Each synced email lands under the right contact's profile, so anyone on the team can open a contact and read the full history before they reply.

No more tedious repetition

  • Save time by creating email templates.
  • Keep it personal by adding variables to your templates.
  • Easily send emails in bulk.

More about email features

Follow up at the right time

Open tracking tells you when a lead opened your email. That's usually the best moment to pick up the phone and follow up.

And for brand-new leads, an Autoflow can send the first email for you the moment they come into the CRM.

About Autoflows

Watch video overview

CRM Inbox Management: How to Take Control of Your Sales Emails | OnePageCRM Tutorial1:33

Questions

Connect your Outlook inbox to OnePageCRM, create an email template with variables, select the contacts you want to email, preview, and hit Send. Every email goes out via your own Outlook alias, and you can tweak any individual one before the blast for a more personal touch.

Templates and bulk email do the heavy lifting. Create email templates once, share them with your whole team, and send hundreds of repetitive check-in emails in the time it used to take to send one.

Three big ones. Faster follow-ups, since bulk send handles the repetitive emails. Reliable deliverability, because emails come from your own email client rather than a marketing app, so they're more likely to be delivered and opened. And a better overview, with your outbound emails saved on each contact's timeline automatically.

Email Sync with Outlook works on every plan. Open tracking and retrieving your email history need the Business or Max plan.