Microsoft Outlook Sync

Stay in Sync and Never Miss a Beat

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Adios to disconnected conversations and email threads. With Zixflow’s native email integration for Outlook, you can easily have all your communications with customers and leads flowing in one place—directly within your CRM. Every email sent and received in Outlook is automatically synced into Zixflow, so your team gets complete context, greater visibility, and an optimized workflow.

Whether you're following up, managing deals, or cultivating long-term relationships, this integration keeps your communication current—without requiring any manual intervention.

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How It Works

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Upon installation, Zixflow securely syncs into your Outlook inbox, pulling in all email conversations related to your contacts and leads. Each email is connected to the related record in Zixflow, so your support and sales teams can view complete conversations in one location.

You'll never have to scour inboxes, forward threads, or wonder what was said last—it's all available, automatically.

Game-Changing Benefits of Outlook + Zixflow

• 2-Way Sync: Email sent from either Zixflow or Outlook is synced in both platforms.
• Auto-Linking: Automatically links emails to the corresponding contact or prospect in Zixflow.
• Context-Rich Conversations: View each message in timeline view in conjunction with tasks, activities, and notes.
• Task Creation: Turn significant emails into follow-up tasks within Zixflow.
• Searchable Threads: Search previous conversations and filter them by contact, subject, or team member.
• Team Visibility: Stay in the know—everyone in your team can see messages without CCs and forwards.

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Increased Focus, Decreased Busywork

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Manual logging? That's in the past. When you have Outlook and Zixflow integrated, your team spends less time logging entries and more time fostering relationships. Whether you have one solopreneur or an entire sales force, this integration brings one source of truth to your email interactions.

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Ideal for Sales, Support, and More

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From closing deals to support ticket resolution, having the complete communication history at your command is what gives you an edge. Zixflow + Outlook enhances responsiveness, collaboration, and overall customer experience.

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Connect and Communicate with Confidence

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Ready to streamline your inbox and boost your workflows?

👉 Sync your Outlook and automate email workflow now and remove manual effort in managing emails.

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