Atlas CRM
作者 Avisi Apps B.V.
Connect Outlook to Atlas CRM to automatically store emails and contact information in your CRM.
Atlas CRM is the #1 CRM in the Atlassian Ecosystem, bringing customers and sales directly into Jira and Confluence. This Outlook integration lets you store email participants as Atlas CRM contacts and automatically store email conversations directly onto those contacts’ profiles. It also facilitates the automatic saving of all emails related to a specific participant, keeping your team in sync with ongoing customer communications.
This add-in requires an active Atlas CRM for Jira or Confluence license. You can start a 30-day trial here.
Main Features:
Contact Management: Automatically store email participants as Atlas CRM contacts and instantly access their contact information right within your Outlook interface.
Email Storage: Choose to manually or automatically store email conversations directly to a contact’s Atlas CRM profile, ensuring that these interactions are documented and accessible to your entire team.
CRM Access in Outlook: Directly access and manage your Atlas CRM contacts from within Outlook, allowing you to quickly search for contact information and compose emails.
By integrating Outlook with Atlas CRM, you are combining the communication power of Outlook with the core strengths of the Atlassian ecosystem. This makes vital customer information easily accessible for use in Jira issues and Confluence pages, simplifying project management and enhancing documentation processes. This connection ensures customer insights are always just a click away, helping your team stay organized and efficient.
应用功能
- 可通过 Internet 发送数据
- 此应用可访问和修改活动邮件中的个人信息，例如正文、主题、发件人、收件人和附件信息。它可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。