Outlook Integration

Great Agent is now integrated with Outlook to help you manage your contacts between your Outlook account and the Great Agent platform.

How does it work?

By authorizing your Outlook account, Great Agent is able to sync lead data between your Outlook account and any leads that are in the Great Agent CRM. 

How to set up Outlook Integration

Step 1) Open Settings > about you

Step 2) Click the Sign in with Outlook button

Step 3) Sign in with your Microsoft account

Once connected, your leads in Outlook will be created as new leads within Great Agent and new leads that are created in Great Agent will be added as leads within Outlook.

You can disconnect your Outlook integration any time from Settings > about you. Just click on the disconnect link next to your connected email address.