Realvolve is setup to sync with Google Apps - Contacts, Calendar and Tasks which are also web based. Microsoft Outlook is Desktop based and requires additional connectivity in order to access the data. The easiest way to get your Outlook Data into Realvolve is to use the Google Sync with Outlook. Use the link below to find out how you can sync Outlook to Google which can then be sync'd with Realvolve.
Note: While our team is able to support syncing with Google, they are not able to support the 3rd party Outlook integration.
Take a look at our updated article for how to sync Contacts and Activities with Outlook!
what about exchange? or office 365? they are web-based...it would be great to have the calendar sync for showings etc. right now, my assistant and I book items on a third calendar.
Exchange will not sync yet, but Office 365 will if you use IMAP. That said, it will only display the email. We only sync address book, calendar and tasks to Google. FYI - You should always originate appointments that have anything to do with a contact, property or transaction in Realvolve because it can not associate an event if it is originated in Google.
I agree with Leilani, Office 365 is used in so many offices over Google. This is our biggest hang up with Realvolve. We love the program just wish it would sync with Outlook.
Agree. needs to work with outlook
Hey guys - We do now display Outlook emails in our Email Tab in the Contact Record. We can't sync calendar and address book but we have a Utility that can help work around that at http://help.realvolve.com/hc/en-us/articles/115001084646-Syncing-Google-Contacts-and-Calendar-to-Outlook
I use a third party service to send "greeting cards" to my clients. When they open the card, I get a notice in my email accounts (My office uses 360 but I forward everything to Gmail which I prefer for it's greater flexibility, increased security, and compatibility). In the other CRM systems that I have used, I could easily associate any email with any contact. Is there a way to do this with RealVolve?
Hi Jim - There are two kinds of email in Realvolve.
1) In the Email Tab in the Contact record. That one displays - not stores - all email to and from that Contact, in YOUR email account. If you completely delete it from your email account, it will no longer display in Realvolve. It does not display emails sent using Realvolve Email. The exceptions are when you BCC, and notifications, in which case it will show in the email tab.
That is the email that you specify in Settings, Emails, Email Account. It does not display other users Email correspondence with that Contact. It only displays what is in your account. We are working on that though.
2) In the Contact record in the Radar screen in Notes and Correspondence. This displays emails that have been sent using Realvolve's Email, and any replies to that email (as long as they replied using that email and the address that is in their contact record). Any emails sent out using Workflows will display here if you are using Realvolve's email..
I like eveything about the system except the problem working with Outlook 365. Dealbreaker.
Hi Geoffrey - What problem is that please?
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