Connecting outlook with a Kylas sales CRM can save time and increase efficiency by automating tasks such as lead capture, contact synchronization, and email tracking. It also allows sales teams to access up-to-date customer data for more informed communication and a streamlined sales process. Additionally, by reducing manual data entry and streamlining workflows, connecting outlook with a Kylas sales CRM can increase sales team productivity, ultimately leading to more successful sales.
Permissions :Any user with special access (email) to Leads/Contacts/Deals
Activities to be Completed :Connect Gmail Account with Kylas CRM.