Integrating the Outlook Redwood Plugin with our CRM application.
in Sales
Hello Team,
We are integrating the Outlook Redwood Plugin with our CRM application.
From our CRM application, a sales representative can send an email using the "Send Email" smart action. We require that the email be sent from the currently logged-in user's Outlook account, and that the sent email appear in that user's Sent Items folder in Outlook.
Could you please guide us on the recommended approach to achieve this integration? Specifically, we would like to understand whether there are any required configurations or best practices to ensure the email is sent on behalf of the authenticated user and is synchronized with the user's Outlook mailbox.
Tagged:
0