Welcome to the Anthill Guide on how to Integrate your Microsoft Outlook email with Anthill!
The following document will outline how to automatically attach emails to an Anthill customer record, view a summary in the customer history and remove time wasted copying and pasting information.
Overview
When emails are sent to Anthill, the system checks to match an email address in the header (TO,CC,BCC) with a customer record. If one is found the email is added to the record. If no match is found the email is not stored.
Setup Instructions
For individual users, this is not something that can be done from your own machines or via your local Outlook install.
Setting up the forwarding rules can only be done by your IT department or Network Admin. To do so, they need access to the Office 365 Admin Center, where they can find the link to administer exchange.
Linking Accounts
First off, access your Anthill account and navigate to the “Integrations” hub.
Select “Settings” from beneath the Outlook logo.
You will need the email that appears in the pop up box, later.
Open Microsoft Outlook.
Select “Exchange” from within the Admin Centres group on the left hand menu.
Select “Rules” from the mail flow group.
The next step is to create two rules that will push emails into Anthill.
PLEASE NOTE: We recommend excluding user accounts that send sensitive internal documents so these emails are not sent to Anthill and attached to a customer record that has a staff email address
Create New Rule A:
Name = Copy Received Email to Anthill
Apply this rule if = The recipient is…select the mailboxes that you would like to sync to Anthill.
Do the following = BCC the message to
[company]@inbound-a.anthillcrm.com (this is the email from the pop up box in your Anthill)
Create New Rule B:
Name = Copy Sent Email to Anthill
Apply this rule if = The sender is…select the mailboxes that you would like to sync to Anthill.
Do the following = BCC the message to
[company]@inbound-a.anthillcrm.com (this is the email from the pop up box in your Anthill)
If you need any further help integrating email, get in touch with one of our experts to see how Anthill can help your organisation grow.
If you have any other Integration Queries, please visit the Integrations Hub or Contact Us directly.
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