Workbooks Outlook Connector


The Workbooks Outlook Connector is designed to integrate and synchronize Workbooks CRM with Microsoft Outlook. This provides users with all the information they need whenever they need it.

The main features of Workbooks Outlook Connector include:

  • Sharing CRM items between Workbooks and Microsoft Outlook
  • Filtering options to control which records to sync with Outlook
  • All CRM data is available while in the offline mode
  • Full and bi-directional synchronization that allows working with CRM data and then syncing once online

For more information on the Workbooks Outlook Connector, please visit the Workbooks Outlook Connector page on Workbooks’ website.



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