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SAPOCSAPOC 

Is it possible to send emails from outlook to salesforce automatically

I have configurd "Salesforce for Outlook" in my sandbox and would like to know if it is possible to send emails from outlook to salesforce automatically without clicking on "Add and send "button or clicking on envelop icon when side panel is used.

Sonam_SFDCSonam_SFDC

Hi,

When using Salesforce for Outlook, one has to use the Add Email button to add the incoming mails to Salesforce or the Side Panel Add Email envelope.

I would like to suggest one workaround though which worked for one of my users:

They created a rule on Microsoft Outlook which aoutomatically forwarded all the incoming mails to the Email to Salesforce Address(https://help.salesforce.com/HTViewHelpDoc?id=email_my_email_2_sfdc_using.htm&language=en_US) which in turn added all the mails to the respective records.

SAPOCSAPOC

Thank you for your reply.Do you know any app that does this.

Sonam_SFDCSonam_SFDC

Yes, there is a free app on our Appexchange: CureCRM Email Sync which does email sync automatically.

 

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001e8euEAA

 

Might work for you, worth a try :)