How to Set Up and Use the Outlook Integration


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

Once the integration is installed, Simpro Premium automatically recognises the email sender in Outlook if their information is saved in Simpro Premium. Learn more in How to Set Up and Use the Outlook Calendar Integration.

The Simpro Premium 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.