Work from your Outlook inbox with Act!’s Outlook Integration

Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration via Act! Contact Link. This Outlook plugin is free to active Act! subscribers!

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Using Exchange? Click here

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Feature highlights

  • Quickly and easily identify Outlook email recipients as contacts in Act!.
  • Add new contacts to Act! from Outlook emails.
  • See past interactions with known email contacts from within Outlook, including both activities and history.
  • Create Act! history records from Outlook emails, attaching the email text to your Act! contacts.
  • Create and schedule Act! activities with known email contacts.
  • Track email opens and clicks in Outlook to prioritize follow-up.

System requirements & compatibility –

  • Works with Act! CRM Standard and Expert
  • Office 365, Office 2016 PC, Office 2013, Exchange, and OWA for iPad or iPhone
  • Outlook Web Access
  • Outlook.com
  • Outlook for Mac 15.31 or higher

Setup & configuration notes –

Requires an active Act! subscription and use of either Act! API or Act! Connect Link depending on deployment method. The Act! API is pre-enabled for Act! in the Cloud. Users will be required to provide a URL to establish a connection to Act! Connect. See details.