Add email from Outlook as a comment, not an attachment
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Canny AI
Merged in a post:
Outlook Mail integration like Monday.com
Gil Rodrigues
the integration searches for the email contact in the task and integrates it as a comment in the task
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Sergio Fandila
we absolutely need this feature to be able to use clickup as a CRM alternative to HubSpot. Without it ClickUp is unusable as a CRM for us as we need to effortlessly keep track of all the customer conversation history. Also we still want to use Outlook and don't want to always have to go back to clickup to reply inside the task.
This is how I am imagining the integration:
Every email sent through Outlook to and from a customer that is in our customers List should be stored in that contact in clickup, so that any team Member can examine what has been discussed in the past.
Today this would only be possible manually through the add-in, which really isn't an option with the influx of mails we get. I guess this could easily be done, as the email Adress of the contacts is stored in that list.
Gil Rodrigues
since you already have an integration with outlook mail, just need to add this "tiny" option to make a huge improvement
Gil Rodrigues
Please do it.
Gil Rodrigues
also tried zapier without any success
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Sergio Fandila
Gil Rodrigues: you sure zapier doen't work? Seems like it should. I'll probably give it a try
Gil Rodrigues
Sergio Fandila: I'v already tried without success
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Sergio Fandila
Gil Rodrigues: yep we neither. We decided to stick to Hubspot now, as it also integrates WhatsApp and Facebook Messenger which are missing in clickup too.
Gil Rodrigues
I'v already tried to do it with integromat without success
Gil Rodrigues
It would be awesome if you could provide it
Gil Rodrigues
This is the best way to keep track of all the interactions with the client