Introduction: Outlook Add-In
Weflow's Outlook Add-In allows you to manually log emails and meetings to Salesforce. The Outlook Add-In automatically suggests records based on Weflow's proprietary logging algorithm once an email address has been added to the email recipients or meeting invitees.
What the Weflow Outlook Add-In can do for you and your team:
- Manually log emails from Outlook to Salesforce.
- Manually log meetings from Outlook to Salesforce.
- The Add-In can be used on the following platforms and clients:
- Outlook on the web
- Outlook on Mac (Microsoft 365)
- Outlook on Windows (Microsoft 365)
Overview of the Outlook Add-In
Install the Weflow Outlook Add-In from the official Microsoft AppSource store:
Log Meetings
When activity capture is active, the Add-In gives users additional controls over their email logging behavior. Users can choose different records to log to, or alternatively disable meeting logging for a specific event.
Log Emails
When activity capture is active, the Add-In gives users additional controls over their email and meeting logging. Users can choose different records to log to, or alternatively disable email logging for a specific email thread or an individual email.