Outlook 365 and Sugar Integration

With this plugin you can

• Select an email in Outlook and archive it to CRM. You can then relate it to selected CRM accounts, opportunities and other modules.
• Trigger mass automatic synchronization of contacts, meetings and tasks. You choose modules to sync and direction.
• Extract signatures from email text and create CRM contacts or leads.

The plugins works in Microsoft Outlook be it Outlook Web App, Outlook 2013+ on PC or Outlook 2016 on MAC. It supports both Office 365 accounts and Exchange Server 2013 on-premises installs.

What is GrinMark?

Supported Outlook Versions

• Outlook Web App

• Outlook 2013 or later (e.g. 2016) for PC (Windows)

• Outlook 2016 or later for MAC

Supported Exchange Versions

• Microsoft Exchange Server 2013+
• Microsoft Exchange Online (Office 365)

Features

Archiving (uploading to Sugar) emails from Outlook Online

• Archiving from Inbox, Sent Items and any other Outlook folder
• Auto detection and linking to related Sugar contacts, leads and accounts
• Links to Sugar email and related items from Outlook email message

Relating emails to CRM items

• Search in Contacts, Accounts, Leads, Opportunities, Cases and other modules using wildcards
• Check found items and link with the email by pressing Relate button

Preview CRM Items

One-way and two-way synchronization of Contacts, Meetings and Tasks

Mass Email Archiving

• On-demand. User decides when to synchronize.
• Only items updated since last synchronization are processed
• Private items are automatically ignored
• Synchronization is performed in background and you can continue working on other tasks
• Detailed history of synchronization
• Notification email at the end of synchronization with summary information
• Smart merge of duplicates
• Automatic archiving of emails marked with ToCRM category

Email Signature Extraction

The first and the only automatic email signature extraction for Sugar®. Leading edge technology for mining contact data. Email messages contain valuable auxiliary information: signatures, addresses, events and more. GrinMark provides a solution for automatic extraction of email signatures in a structured way: name, title, organization, address, phone, etc. With this structured data users can quickly create new or update existing contacts in Sugar®.

Email signature extraction is based on GrinMark TextMiner - a sophisticated technology which applies the power of machine learning to routine tasks of email archiving. TextMiner uses cutting edge algorithms to extract valuable structured data and relationships from email body.

Learn More

Getting started guide describing installation, settings and usage of GrinMark Outlook 365 Plugin for Sugar is available here.

Prerequisites

Works with both Sugar 6 and 7+ for all editions of Sugar, including On Demand. SuiteCRM is also supported

Supported Outlook Versions

• Outlook Web 365
• Outlook 2013 or later for PC
• Outlook 2016 or later for MAC

Yes, Even on a Mac