Highrise + Outlook Integration

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December 28, 2017

HighriseOutlook

Highrise Outlook Integration

You spend most of your working day in Outlook, on the other hand, you are constantly feeding your Highrise CRM with relevant information that will help you close deals more efficiently. The best way to get the most out of these two software? Integration!

Discover the best Highrise CRM Outlook integration, right here!

Let’s get started!

Select and Authorise your apps

In the PieSync dashboard, choose Office 365 Outlook.com and Highrise

Configure your sync

A two-way real-time sync requires two rules which are preconfigured for you. But this syncs all contacts between the two apps. With Outlook you will be syncing per Outlook folder. One folder will equal one sync. If you have multiple folders, you will need to create multiple syncs.

Schermafbeelding 2019-04-04 om 11.03.49

The rules below are filtered syncs. They read “IF a contact is in Office 365 Outlook.com and in Folder “TestFolder1” (or the folder of your choice) THEN sync the contact between Office 365 Outlook.com and Highrise”

The second rule reads “IF a contact is in Highrise and has the tag “Buyer” THEN sync the contact between Office 365 Outlook.com and add to folder “Testfolder1”

There is also a handy toggle that you can activate that automatically removes the Tag “Buyer” from Highrise is the contact is removed from the Outlook.com folder “Testfolder1”. It also moves the contact out of “Testfolder1” in Outlook if the tag “Buyer” is removed in Highrise.

If you delete contacts in Office365 Outlook.com or Highrise, PieSync will add the tag “PieSync Trash” to the contact so that you can delete them in-app. Ensure that you have ticked both boxes under “Sync deletions”.

Want to discover more great tips for Outlook? Click here to download our ebook “The Ultimate Guide to Outlook People”

About Vanessa Rombaut

Vanessa is a wordsmith extraordinaire. Originally from Australia, she has travelled the world and the seven seas to write scintillating content for you to enjoy.

She likes books, travel, vintage films and sushi (not necessarily in that order).