How to Set Up and Use the Outlook Integration


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. Learn more in How to Set Up and Use the Outlook Calendar Integration.

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