About Outlook integration

Integrating Microsoft Outlook with Zilliant CPQ enables you to communicate efficiently from a single platform. It also aids transparency about the state of each engagement across your organization.

Zilliant CPQ supports integration for the following scenarios:

• Outlook add-in (client-based integration)
• Server-side integration

Outlook add-in

Based on an inbound email, the add-in detects:

• Known contacts
• Related accounts
• Related opportunities and quotes

You can then associate Outlook email with one or more of these objects in the CRM system.

The Outlook add-in further enables you to:

• Search objects in CRM
• Create new accounts, contacts, opportunities, and quotes
• Synchronize meetings with CRM

Learn more about setting up and using the Outlook add-in.

Server-side integration

Server-side integration supports automatic update by periodically synchronizing objects between CRM and Microsoft Exchange.

Supported objects are contact information (bi-directionally) meaning that e.g. address and contact updates will sync between both systems automatically.

Additionally, emails or meetings flagged with separate labels / categories will be picked up by the periodic sync and replicate automatically from Outlook into CRM keeping a true interaction history up to date.

Learn more about server-side integration.

Requirements

The Outlook integration requires additional licenses. Contact your Zilliant representative about how to obtain licenses and the installation file for the add-in.