Forum Discussion

Re: Best method to integrate Exchange / Outlook

Niraj
If you simply want to Sync a copy of all emails received to an email address into a Quick Base table, you can Natively  a set up a Connected Sync table.

If you then want to show some of those emails n a record, you can if can ensure that the Record ID# or some identifying field on the Quick Base record is contained in the email. 

Here is some initial help on setting up a Connected table.

https://help.quickbase.com/user-assistance/about_connected_tables.html

But that is for email and not calendar sync

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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2 Replies

  • NirajShah4's avatar
    NirajShah4
    Qrew Cadet
    Thanks, Mark. I am familiar with connected tables but what I'm looking for is not just syncing emails to a QuickBase table but also the ability for QuickBase to send an email from the users Exchange / Outlook address. In addition, the need to add calendar events to the same Outlook / Exchange account is required. I basically need a full bi-directional integration.

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    Niraj Shah
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    • JoeAcunzo's avatar
      JoeAcunzo
      Qrew Trainee
      Niraj, my SendToQuickBase and also SendToOutlook add-ons can handle everything you need based on your description.  Please reach out directly to me to discuss details.

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      Joe Acunzo
      Founder
      SoftTechExperts
      203-481-1222 ext. 316
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