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Outlook Integration - automatic detection of email addresses

  • December 24, 2024
  • 2 replies
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davecrewe17
Freshman I
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We have a prospective customer who wants to know more details about the integration of Acumatica and Outlook.

Currently they use Monday, and are considering Acumatica CRM. They want to know if Acumatica can automatically detect email addresses from emails in Outlook, and add those emails as activities in Leads etc. 

In essence they don't want to be sending emails from within Acumatica, and they don't want to have to use the Outlook add in button to manually add the emails. It has to be done automatically based on the email addresses.

I've looked over the documentation but I can't find out how to do this, does anyone know, or has anyone done this before?

 

Best answer by rfairchild58

The Outlook add-in does detect the email address and has the following options:  Create Lead or Create Contact.  If there are attachments to the email, there are additional actions that will be shown depending on the context of the email.  I am not aware of a way to have the Outlook add-in automatically process the lead.  Our Acumatica partner has a way to use a webform and feed the CRM from that.

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rfairchild58
Jr Varsity III
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  • Jr Varsity III
  • 32 replies
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  • January 2, 2025

The Outlook add-in does detect the email address and has the following options:  Create Lead or Create Contact.  If there are attachments to the email, there are additional actions that will be shown depending on the context of the email.  I am not aware of a way to have the Outlook add-in automatically process the lead.  Our Acumatica partner has a way to use a webform and feed the CRM from that.


davecrewe17
Freshman I
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  • Author
  • Freshman I
  • 10 replies
  • January 2, 2025

Thanks for your help!


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