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Created by Guest
Created on Aug 9, 2018

Add contacts from Outlook

If an email is recieved in Outlook from someone who you dont have your database (their email does not exist) can we have an option to add that person to the database from outlook, to help contact management. e.g. you get an email from a new person, it has a message to ask if they want this added to the CRM as it does not exist, then they can select the parent record or create one.

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  • Guest
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    Oct 31, 2023

    This is a HUGE need. HubSpot, ActiveCampaign and I'm sure others have this feature. As far as I can tell, Prospect only has the ability to sync contacts FROM Prospect to other platforms (Klaviyo, Mailchimp). Are there any that sync TO Prospect?

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5 MERGED

Ability to create a record within PS CRM from the STCRM in Outlook

Merged
It would be useful to create a contact/opp/problem record within Prospect CRM from within the STCRM interface prior to saving them email
Guest over 4 years ago in CRM App 0