Integrating with Outlook 365 allows you to import your contacts into MyRepChat.
See CRM Integrations for generic CRM integration features and behavior.
To setup the integration, go to Account Settings (gear wheel on the upper right), click the integration tab.
Use the drop down menu to select Office 365. You will see a secondary section appear with a button to Connect to Office 365.
Once you click 'Connect', you will be redirected to Office 365's login page. Once you have logged in and allowed access to your account you will be redirected back to your MyRepChat account.
As you might expect, each CRM is different for search behavior and may have limitations or 'gotchas'. This is the Office 365 specific behavior:
- Phone number searching is not supported at all in Office 365. For Office 365, we recommend importing upfront if you expect unsolicited incoming messages since we are unable to find contacts by phone number in this CRM.
- Name searches look in either first or last names.
- Do not search for both first and last names at once. For example: 'Tom Jones' does not match either a first or last name, so the query will return no results.
- We don't currently support search by group. If you would like us to implement a group search, please let us know.