SuiteCRM Enterprise-Class Outlook Integration

That functionality exists. See https://www.outlook-integration.com/Docs/frontendsuitecrm#auto_email_archiving

Thanks. The current functionality allows for auto archiving of emails to selected Accounts i.e. for each account we would need to setup the auto archiving rule. Given we have 11,000 accounts, it won't be feasible to do this for each of them.

Is it possible for the system to have default auto archiving of emails to all the Accounts where there is matching email address exist in the CRM?

We do not want to sync Accounts/Contacts/Leads between Outlook and CRM. All our Account/Lead/Contact creation/update/delete happens in CRM and we would like to keep it that way.

All we would like is that:

• Calls/Meetings/Tasks in CRM to sync (both ways) with Outlook calendar

• Any email sent or received in Outlook gets automatically archived to matching Account, Lead and Contact in CRM. To take an extreme example, in case same email address exist for an account, a lead and a contact, then the incoming or outgoing emails to that email address would be attached to all the three records in CRM and show up in their "History" panel. However, if its only possible to attach it to one record, then the order of preference would be to attach it to Account first, and if no matching Account found then to attach it to matching Lead and if no matching Lead found, then to attach it to matching Contact.

I'm currently evaluating the plugin for ~100 users of CRM in our organisation.

If you could please get back to me about how much of our requirements the plugin would be able to achieve, that would be really great.

Please let me know your contact email address if you prefer, rather than discussing in this open forum.

Kind regards, Rahul

Hi Rahul,

1. The answer is yes. If you want to archive email based on matching email addresses, just create two rules: 'Any Contact' and 'Any Lead'. This way FrontEnd will query in real-time whether the email addresses of the sender and/or recipients correspond to contacts/leads in SuiteCRM. If a match is found the emails will be archived and linked to the contact and its respective account record. In the case of lead it will be linked to the lead record.

2. You don't have to sync Accounts/Contacts/Leads for this to happen. You can select 'tethered mode' which means that the matching will be done by sending a real-time query to SuiteCRM.

3. You can sync Calls/Meetings/Tasks bidirectionally with Outlook

You are welcome to continue this thread by sending an email to support@implicitweb.com