Startdeliver seamlessly integrates with Outlook to sync your customer emails and meetings. Follow the instructions below to set up the integration.
Please note that we only sync emails that are exchanged with an email address associated with a User in Startdeliver. Internal company emails are not synced since your company domain is automatically blocked from synchronization.
Enabling the integrations
Go to Apps > Outlook > Install Outlook.
"Click to start authentication".
Follow the instructions in Outlook.
Press Allow.
Save the app in Startdeliver with the settings you want.
Note that the initial sync can take up to 24 hours as we are syncing all emails and meetings up to 6 months ago.
Additional Settings
Aliases: If you are using any aliases you can add them here. The most common case would be firstname@company.com / firstname.lastname@company.com.
Sync Emails and Meetings to a Customer rather than a User: Enable this setting if you want to sync your emails directly to a company rather than a user. Before you can use this properly, a Startdeliver admin needs to create a custom customer field that you can use to store the domain. You must then make sure that every customer has a domain attached to them in this custom field, either via an integration or manually added in Startdeliver.
Sync emails where a Team Member and a User are recipients, but sender is not: By default, we will only sync emails that are sent by a user or a Startdeliver team member. Enable this if you want to sync emails that are sent to a team member AND a user from an email that is not attached to any user in Startdeliver.
Sync events where a TeamMember and a User are participants, but organizer is not: By default, we will only sync events that are sent by a user or a Startdeliver team member. Enable this if you want to sync events that are sent to a team member AND a user from an email that is not attached to any user in Startdeliver.
Working with emails & meetings (aka. interactions) in Startdeliver
Find and read related interactions on the customer profile: Once the integrations are up and running, you can find your interactions in the customer profile under "History". To see interactions only , click on the interactions tab. Note that email conversations will be threaded and shown as one interaction in Startdeliver.
Filter and sort customers on interaction-related data: There are several fields using interaction data available for you to use in your customer and user lists. Filter or sort on fields such as "last interaction" and "last email reply".
Impact dashboards: Interaction data is also commonly used in Impact dashboards, such as the team dashboard where you can see the number of emails and meetings you've had for the last 30 days. You can also click on that number to get a drill down view of those emails/meetings.
Troubleshooting
Admin approval
This message will appear when User Consent Permissions have not been configured to allow a user to give consent for applications to access their mailbox. To resolve this, an Administrator needs to configure user consent settings in Outlook.
No emails/events are syncing:
Make sure you have a connection to Outlook. Go to the app, it should say "Authenticated (revoke)", If it says "Click to start authentication", you need enable the app (See above for instructions).
If you have changed your password in Outlook the authentication might have been invalidated, re-authenticate the app and it should be solved.
You can see the last sync date at the bottom of the app page.
Some emails/events are not syncing
Was the user present in Startdeliver with the correct email attached by time you sent or received the email?
Did the user have the correct email in Startdeliver?
Does the user's email exist on multiple users in Startdeliver? If so the interaction might have been synced to only one of those users. If this is common among your users you might want to consider syncing interactions directly to customers based on domain instead.
If you use any email aliases, make sure they are added to the Outlook app.
You can see the last sync date at the bottom of the app page to confirm that the integration is running.