#email sync

Syncing Your Email to Your CRM

A recent chat with a customer reminded me that there are still many companies out there running their own in-house CRM, or similar, and facing the very real problem that their email is received and stored separately to the rest of their customer information, which is accessible in their CRM.

A product of mine from ‘back in the day’, ContaxCRM, solved this problem with email sent and received…

[UPDATE DEC 18, 2012]: This is no longer available, but two features we planned to bring back at some point.

  We're launching two-way task sync for both Outlook To-Dos and Google Tasks, which are linked to the top two email clients out there! Are you jumping for joy right now!? 

View feature specifications, download & install, and watch video tutorials at: http://producteev.com/#emailsync

Here are some brief notes on installation:

Once the Outlook Plugin is installed, go to your Outlook Tasks. To the right of the Producteev tab, select settings. Enter your Producteev credentials and log in. Adjusting other settings are optional (sync frequency and direction). The important thing to note is that changing which workspace is synced can be accessed on this tab. Press sync on Outlook to force sync. Refresh the task list on Producteev to sync.

Connecting Google Tasks Sync is easy. From your Producteev workspace in the left sidebar, select Workspace Administration and the Email/IM tab. Scroll down to Google Tasks (immediately after Google Calendar), and hit connect. Grant access to Google, and you're set! Refresh the task lists to force sync.

Tame the email beast! ;)

A special thanks goes out first and foremost to all our beta testers. You help great apps happen! Lastly, none of this would be possible without the skills of CTO Aric Lasry (behind Google Tasks Sync) and David Podhola, a third party developer based in Prague. 

A wise Windows developer and gamer once said, "Outlook is one of Microsoft's more diabolical creations."