MS Outlook Integration

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This solution integrates your Outlook account with FunnelBud providing an easy way to send selected contacts to the CRM. Once the contacts added to FunnelBud, you can use marketing automation to nurture, qualify and convert your prospects and implement complimentary solutions to further improve lead management.

Solution expert: Priya Jain

SKU: 2205192225 Category: Included in License Cost: Standard, PremiumTechnologies: Sharpspring
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.

Outlook Integration

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

Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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