Outlook communication with useful business context.
Create reviewed Outlook messages from FollowIncome records and preserve the customer, project or invoice context behind each communication.
Connection requirements: An account with permission to authorize the documented connection scope.
Related searches: Microsoft Outlook business integration, Outlook invoice email workflow, Outlook customer follow-up automation
Prepare customer emails
Create an Outlook draft from a supported customer, invoice or project workflow.
Keep communication context
Associate the message reference with the record that prompted it.
Control sending
Require an explicit review or configured automation rule before external email is sent.
Frequently asked questions
How does the FollowIncome Microsoft Outlook plugin work?
Create reviewed Outlook messages from FollowIncome records and preserve the customer, project or invoice context behind each communication.
What does the Microsoft Outlook connection require?
An account with permission to authorize the documented connection scope.
How do I add the Microsoft Outlook plugin?
Choose Continue with Microsoft Outlook, then create an account or sign in to review setup and permissions.
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