Outlook to QuickBase Help

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Looking for a way to have emails in Outlook be sent to Quick Base to create a Pipeline List. I know there's the connected tables option to Microsoft Exchange but our email service is controlled by outside security so I am not authorized to link it that way. Just looking for another solution that may work best. Or if anyone has a better way of tracking Sales leads that are created from outlook, open to listening.
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Ryan

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Posted 1 year ago

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Andrew

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Send To Quickbase is a tool that i use. It is a plugin for outlook and can send the simple text form of your email and the first (only 1) attachment in the email sent. You simply click "send to quickbase" on your outlook tabs, specify which existing record you wish to log it with, and click save.
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Keith, Champion

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Another option...create a rule in outlook to forward emails to a gmail address, then create a connected table to that gmail address