Outlook

Outlook

The connection between Outlook and SalesNote is focused on importing meetings including the contacts inside the meeting.

You can find this on the following location:
Settings > Integrations

The steps to connect can be found here:
  1. In the top right corner, press the button Add New Integration.
  2. Enter a title for the connection and choose Outlook as source.
  3. In the Settings tab you can set the values for your meeting types to the Category names in Outlook.
  1. Create categories in Outlook => https://support.microsoft.com/en-us/office/create-and-assign-color-categories-a1fde97e-15e1-4179-a1a0-8a91ef89b8dc
    1. The Default Tag should be a general Category to import meetings without a meeting type.
    2. Meetings will be synchronised based on the selected Category Tag
  1. If you are not logged in yet, a new tab will open to verify your credentials and allow SalesNote access to the needed data.
  2. After a successful connecting you will be redirected to the integration detail page.
  3. You can synchronise the current meetings with the button Start Meeting Synchronization
  4. The synchronisation will run in the background, you do not have to wait for it to finish.
  5. After the synchronisation the data will be added, updated or deleted directly as this happens in Outlook through webhooks.