Highrise Outlook Integration
Sync Recipe: Sync your CRM with Outlook.com
- Duration: between 5 and 10 minutes
- Serves happy sales teams
- Fills up as many connection slots as you have colleagues wanting to share their contacts
- Tastes like Pecan Pie.
- A CRM like Highrise
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. Most people want a more nuanced sync, for instance, you can sync from Outlook.com based on folders, and you can sync from Highrise based on tags
The rules above 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”