How to Set Up and Use the Outlook Integration

Overview

Through integration between simPRO and Outlook, you can easily create new leads / customers in simPRO and add emails as notes to customers cards, leads , quotes and jobs without leaving Outlook.

Once the integration is installed, simPRO automatically recognises the email sender in Outlook if their information is saved in simPRO.

The simPRO add-in is only compatible with account types Office 365, Outlook.com and Exchange. The add-in does not currently support integrations with shared inboxes, please consult your internal IT support for more information.