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Discussions Enhancement Requests Application Enhancements

Ingram Content Group

started a topic about 6 years ago

Search Emails - Outlook

When adding outlook as an action in a recipe I have the option to search calendars but not option to search email. 

For example, every time one of our sales reps adds a lead in our Quickbase CRM, I would like to be able to set up a recipe to search their inbox and sentbox for email correspondence with this lead and then add that email to the CRM, linking it to the new lead. Sometimes reps exchange emails with their leads before they add it to the CRM, so being able to retrospectively capture these, or even just the most recent, when they do add it to the CRM would be extremely useful for us.

 
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