Add your Outlook Contacts to FunnelBud

What this solution gives you:

• An easy and automated way to send selected contacts from Outlook to FunnelBud
• A tool that connects your inbox to FunnelBud, syncing all your email converstations with the contact
• A process that automatically sets the contact as qualified, assigns the lead to the Outlook campaign and assigns the Outlook owner as the owner of the lead
• A process that can easily connect to our Standard Lead Qualification and Management Solution

How does the integration work:

• You create a folder in your Outlook contacts (suggested name: Sales prospects)
• If you want to send the contact to FunnelBud, you add it to the folder
• The sync will check if the contact has an email address or not
  • Contacts with no email address will not sync to FunnelBud
  • For contacts with email address, the sync will check if email already exists in FunnelBud or not.
    • If it exists, the contact will be updated
    • If not, a new contact will be created
• Synced Outlook contacts will be set as Qualified lead and will be assigned to the Outlook campaign. The Outlook owner will be assigned as the lead owner of the contact.
• You need to activate your Mail Sync to connect your Outlook inbox to FunnelBud. Once enabled, email communications with the contact will appear in the Life of the Lead.
• Recommended: Implement Standard Lead Qualification and Management Solution to track your qualified leads.

Cost to implement:

Basic: 

• One-time setup fee = $150
• Ongoing Support & Maintenance fee: $50/m (includes Zapier account by FunnelBud if you don’t already have one)

Standard and up:

• One-time setup fee = $0
• Ongoing Support & Maintenance fee: $0