Zilliant CPQ supports integration with Microsoft 365, ensuring automatic synchronization with MS Outlook.
Configure automatic contact creation from the API
- From the application left navigation area, select Administration.
- From Master Data Management, select Setting Boolean.
- Select Auto Contact Creation.
- Set the Setting Value Boolean switch to YES.
The new contact is added to the system based on the email address, as follows:
- If the email address is not found in the system, and the switch is set to YES, the new contact is created.
- If the email address is not found in the system, and the switch is set to NO, the user is prompted to add a new contact manually.
Check emails that are not in the system
To check emails that were provided by API calls but not found in the system:
- From the application left navigation area, select Administration.
- From Master Data Management, select Email.