Microsoft 365
Connect Outlook to TruLata
Rolling out. The steps below are read from the Outlook card on the Integrations tab of your dashboard, so they match what you see.
#Steps
- Outlook is switched on one account at a time while Microsoft reviews TruLata. Ask for it on the Integrations tab of your dashboard (or email support@trulata.com) and we switch it on for yours.
- Then press Connect on the Outlook card. Microsoft opens so the person who reads that inbox can approve TruLata, read only. Website form messages from that inbox arrive on Leads.
#After you connect
The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Outlook appears once the connection works.
What Outlook brings into TruLata, and which tab it fills: Outlook and TruLata.
Every integration, and how each kind of connection works: Connect a tool.
More in Microsoft 365
Still stuck?
Send a requestAsk on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

