Additional Capabilities for Outlook 2-Way Sync

By David Holland

April 18, 2024

Inbound emails can sync to CRM with 2-way sync, import contacts while emailing from Outlook using ‘Auto BCC,’ found in sub-account settings under ‘My Profile.’ Add ‘Auto BCC’ to CC/BCC in Outlook to create a contact and include the conversation in CRM. This feature is available in Labs.

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