Integrations /Communication Tools

Get started with Wealthbox + Outlook Email

Modern CRM integrated with Outlook Email for the win!

Overview

Microsoft Outlook is an email application from Microsoft. The integration with Wealthbox allows users to enjoy a two 2-way sync between Wealthbox and Outlook Email hosted on Exchange and Office 365.

Enable two-way sync between Wealthbox and Outlook Mail to send and receive emails from a single email account on both Wealthbox and Outlook.

Get started with Wealthbox + Outlook Email

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