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

  1. 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.
  2. 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.

Still stuck?

Ask 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.

Send a request