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.