Connect Outlook/Microsoft to Weflow

Emails are an essential piece of tracking activities and understanding deal velocity. With Weflow, logging emails is easier than ever before.

Step-by-step guide
 

1. Go to your 'Account Settings' in Weflow

• Click on your avatar icon
• Select Account Settings
• Next, pick 'Email' from the list on the left side

Open up the 'Account Settings'

Select the 'Email' section in your account settings

2. Connect your Outlook/Microsoft Account to Weflow

• Click on the 'Sign in with Microsoft' button
• Select the email account you want to connect
• Accept the permissions (we only ask for what is required)

Good to know: Weflow has successfully been audited by Microsoft and passed all security and privacy checks.

3. Configure your settings

• Make sure to configure all settings based on your specific needs
• For the Outlook/Microsoft logging to work, you need to activate background logging
• Without background logging, no emails will be logged to Salesforce

That's it.