The Outlook Add-in has actions that further improves your workflow with Zapflow and that can be made straight from your Outlook inbox.
To install and connect the Add-in read the following article How to connect Outlook Add-in.
After installation perform the following actions to view the Add-in in Outlook.
Select an email
Go the the three dots in the toolbar and click on "Zapflow for Outlook"
This will open up the Add-in on the right
TIP: You can change the order of the icons in the toolbar which enables you to move Zapflow for Outlook so that it is always visible. This is done from the three dots in the toolbar.
Click "Customize Toolbar" and configure the order to your liking
TIP: You can pin the Add-in so that it is always available when scrolling emails. This is done from the pin icon.
Zapflow Add-in supports the following actions through the Outlook Add-in
In the people tab:
Add a person in email straight to Zapflow CRM
View the deals that are linked to persons in the email
View the number of past activities for CRM contacts
Create a new opportunity associated to the contact
Create tasks associated to the contacts and assign to team members
Log meetings, calls, messages and include notes associated to the contacts
Jump straight to the person or deal using the box with arrow symbol
This will open a new window of Zapflow.
In the opportunity tab:
View all the opportunities that the persons in the email are linked to and what their link to the opportunity is.
In the task view:
View all tasks where you are the owner and a contact in the email is associated.
NOTE: Currently, if you are making changes in Zapflow you will have to refresh the Add-in to view the updates. This is done by clicking on the Add-in similarly as is you were to open the Add-in again.
If you have questions about the feature don't hesitate to contact us at support@zapflow.com or with the in app-messaging in Zapflow.