Is it possible to sync between Outlook contacts and LACRM? When we add a contact (person record) to LACRM I would like that person to also be added to my Outlook contacts. As a lower priority I would like for a new person emailed from Outlook who isn’t already in LACRM to be created as a contact there. Open to solutions that involve Zapier, PowerAutomate, or even Python with an API connection.
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We don’t have a direct integration with Outlook contacts I’m afraid, but you could use our Zapier integration or our API. You could create a zap so that when a new contact is added in LACRM, the contact is also added in Outlook. That’d create new contacts in Outlook, but I don’t believe it’s possible to set a zap for editing contacts, so it’d be a one-time push rather than a back-and-forth sync. We do have an API available as well, which you could use to create more of a back-and-forth sync, though that does require programming work on your end.
It is possible to have the CRM create a new contact when you email someone using our individual email logging option. If you email someone from Outlook, you can add your unique logging address to the BCC field. The CRM will check if an existing contact has that email address, but if not it’ll go ahead and create a new one. In that case, it’ll try to pull out a name for the new contact, but if it can’t it’ll list the email address as the contact name, and you can then edit them to add additional detail.
I hope that helps some! Let me know if you have any questions!
To add to Emily’s answer - if you want to always BCC your logging address on all outgoing emails, I recommend MAPILab Toolbox for Outlook which has worked well for us. Previously we used Sperry Software Always BCC, but it had the unfortunate habit of quietly disabling itself on a regular basis. (As a bonus, the Toolbox includes a bunch of other Outlook utilities that might be useful.)
I don’t worry about trying to keep Outlook’s address book in sync; I have LACRM as a pinned browser tab and start new emails from there.
You could conceivably build a semi-automated system to update Outlook contacts by using a special group in LACRM: Set up a zap to fire when a contact is added to the “Contact Updated” group, get the contact data in Zapier, locate the matching contact in Outlook, use Zapier’s API request hook to send a patch request to Outlook, and (important!) have the zap remove the contact from the “Contact Updated” group in LACRM.
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