Agile crm connect to mail app windows

Agile CRM is a cloud-based customer relationship management (CRM) platform that offers integration with various email clients, including Microsoft Outlook on Windows. Here's a step-by-step guide to connect Agile CRM to Microsoft Outlook on Windows:

Prerequisites:

  1. Agile CRM account with a valid subscription.
  2. Microsoft Outlook 2013 or later version installed on your Windows machine.
  3. Internet connection.

Step 1: Enable Agile CRM's Outlook Integration

  1. Log in to your Agile CRM account.
  2. Click on the "Settings" icon (represented by a gear) in the top right corner of the dashboard.
  3. Select "Integrations" from the dropdown menu.
  4. Click on "Outlook" under the "Email" section.
  5. Toggle the switch to "Enable" to enable the integration.

Step 2: Configure Agile CRM's Outlook Integration

  1. In the "Outlook Integration" page, click on the "Configure" button.
  2. You will be redirected to a new page with a set of instructions.
  3. Follow the instructions to install the Agile CRM Outlook add-in.
  4. Once installed, restart Outlook.

Step 3: Authenticate with Agile CRM

  1. Open Outlook and navigate to the "Agile CRM" tab in the ribbon.
  2. Click on the "Authenticate" button.
  3. You will be redirected to the Agile CRM login page.
  4. Enter your Agile CRM login credentials and click "Login".
  5. You will be redirected back to Outlook, where you will see a confirmation message indicating that the authentication was successful.

Step 4: Configure Outlook Settings

  1. In the "Agile CRM" tab, click on the "Settings" button.
  2. Configure the following settings:
    • "Sync Frequency": Choose how often you want Agile CRM to sync with Outlook (e.g., every 15 minutes).
    • "Sync Direction": Choose whether you want to sync contacts from Outlook to Agile CRM or vice versa.
    • "Contact Mapping": Map Agile CRM fields to Outlook fields (e.g., mapping Agile CRM's "First Name" field to Outlook's "First Name" field).

Step 5: Start Using Agile CRM with Outlook

  1. Once the integration is set up, you can start using Agile CRM with Outlook.
  2. When you compose an email in Outlook, you can use Agile CRM's email templates and tracking features.
  3. When you send an email, Agile CRM will track the email and update the contact record accordingly.
  4. You can also use Agile CRM's contact management features, such as creating new contacts, updating contact information, and tracking interactions.

By following these steps, you should be able to connect Agile CRM to Microsoft Outlook on Windows and start using the two platforms together seamlessly.