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 Integre Microsoft Office 365 con Nutshell

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Ahorra tiempo y sigue siendo productivo con nuestro complemento exclusivo para usuarios de O365.

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Ventajas de la integración de CRM con Office 365

    • Ahorre tiempo: Permanezca en un mismo lugar en lugar de cambiar de un programa a otro.

    • Get organized: Centralize your email communications and calendar activities across Office 365 and Nutshell.

Con el complemento Nutshell Outlook CRM Office 365, puede...

    • Crear contactos y tareas

    • Ver actividades programadas

    • Seguimiento de los plazos de comunicación

    • Escribir notas

Nuestra integración con Microsoft Office 365 CRM también le permite sincronizar su correo electrónico y calendario de Office 365 con Nutshell.

Requisitos para la integración de Nutshell's CRM Office 365

    • Cuenta Office 365

    • Compatibilidad: Nutshell for Outlook add-in funciona para PC o Mac

Aprenda a instalar el complemento Nutshell para Outlook aquí.

Aprende a configurar la sincronización del correo electrónico de Office 365 aquí.

Preguntas frecuentes

  • Do I need a specific Nutshell plan to use the Microsoft Office 365 integration?

    No. The Microsoft Office 365 integration is available to all Nutshell users on every plan—Foundation, Growth, Pro, Business, and Enterprise. There are no restrictions based on your subscription tier.

  • Does the Nutshell-Microsoft Office 365 integration involve additional costs?

    Not at all. Email and calendar sync with Office 365 are included with every Nutshell plan at no extra charge. You won’t pay anything extra to connect Nutshell with your Microsoft Office 365 account.

  • Can I sync both my Office 365 email and calendar with Nutshell, or just one?

    You can sync both. Nutshell lets you synchronize your Office 365 email and calendar separately or together. Activities you create in Nutshell automatically appear in your Office 365 calendar, and vice versa for forward-going events.

  • What data syncs between Nutshell and Microsoft Office 365?

    Calendar data syncs include: all-day flag, date and time, location, and participants. For email, your sent and received messages from Office 365 sync to Nutshell based on your sync settings. Initial sync brings your last 45 days of email.

  • Does Nutshell have its own built-in Outlook add-in, or do I need to use a third-party tool?

    Yes, Nutshell has a free Outlook add-in available at the Microsoft AppSource marketplace. It works on both PC and Mac, letting you create contacts, view leads, and access Nutshell data directly from your Outlook inbox.

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