What is Email Capture?
If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you need Email Capture!
Email Capture allows you to see all of the emails sent and received from your contacts, directly in SalesNexus. And the best part is, it is all automatic! If you need to keep all correspondence organized, or need a quick way to see the last thing you sent to any contact (without the need to search your email inbox), then Email Capture is a must have for you.
To setup Email Capture for Office 365 or Outlook, and have all contact emails automatically captured, follow the guide below. For gmail email capture setup, click here. For setup through “Pop”, use this guide.
This article will cover connecting Email capture to your Outlook or Office 365 account. Just a few tweaks and you’ll be setup and ready to go!
How to Setup Email Capture for Office 365/Outlook
1. In the top left corner of your SalesNexus account, mouse over the big X then click on “My Settings”
2. Click on “Outlook Settings” to expand the settings.
3. Email capture is activated by default and currently cannot be toggled off.
In addition to email capture you can also fetch contacts from your Outlook contacts.
If “Enable Outlook Contact Sync” is checked, we will check your Outlook account for new contacts added and create corresponding contacts in your Salesnexus database.
If “Continually Sync Outlook Contacts” is checked, the contacts will be fetched each time new emails will be captured. If you wish to only fetch contacts once, uncheck this box.
“Start Sync From” allows you to enter a date and capture email from that date forward. This is primarily used to capture previously uncaptured emails. This date defaults to the current date.
Once you have chosen your settings click the “Authorize Outlook Capture” button.
After clicking “Authorize Outlook Capture” a new tab will open up. If prompted to login, do so with the Outlook account you wish to connect. Once logged in, you will see a screen similar to below. Click yes and continue through the prompt.