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Best method to integrate Exchange / Outlook

  • October 2, 2019
  • 0 replies
  • 120 views
What are some of the best and most efficient methods to integrate Microsoft Exchange / Outlook as part of a QuickBase application. Sending notifications / emails via the app is simple enough, however, I need to be able to also have a log of all emails received via a specific Exchange / Outlook inbox in my application. I also want to have the ability for my application to add events to users Exchange / Outlook calendars. 
I'm aware that middleware such as Workato or Zapier could complete this functionality but are there any other solutions?

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Niraj Shah
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  • JoeAcunzo
  • Registered
  • October 2, 2019
Hi Niraj.  The most popular Quick Base add-on is SendToQuickBase to save emails from any platform into your apps.  When using Outlook (Exchange or otherwise), you can also save calendar, tasks, contacts, and more as well.  More details, including a free trial, can be found here:

http://www.SoftTechExperts.com/sendtoquickbase.html

Please let me know if you have any questions, or need any help.

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Joe Acunzo
Founder
SoftTechExperts
203-481-1222 ext. 316
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MarkShnierYou
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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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Mark Shnier. Your Quickbase Coach
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