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snapAddy LeadResearch for Outlook

作者 snapADDY GmbH

(27 評分)

Capture contact data from email signatures and save them in Outlook or your CRM system

With snapAddy LeadResearch for Outlook, we automate and thus simplify the handling of contact data. The smart add-in detects contact data in the currently viewed email and offers three ways to make use of the data:

• Save as new contact in your Outlook address book

• Create a new lead directly in your CRM system

• Update existing contacts and accounts in your CRM system (using the snapAddy LeadResearch interface)

The integrated duplicate check searches for potential duplicates in your CRM system. The add-in shows in real-time whether a duplicate company, contact, or lead already exists; gaps in existing contacts are identified and closed. This guarantees CRM data quality at the highest level at all times.

The following CRM systems are supported: Microsoft Dynamics, Salesforce, SAP Sales Cloud, and Pipedrive. A snapAddy LeadResearch license is required when using the Outlook add-in. If you are interested, please feel free to reach out to us at any time.

應用程式功能

使用此應用程式時,
  • 可以在網際網路上傳送資料
  • 此應用程式可以讀取或修改您信箱中任何項目的內容,以及建立新的項目。其可以存取任何訊息或行事曆項目中的個人資訊,例如本文、主旨、寄件者或附件等等。請檢閱開發人員的隱私權原則,了解有關如何管理與處理個人資訊的更多詳細資料。

概覽

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