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Integration

AEC Integrations maintained

How Microsoft Outlook and Unanet CRM AEC exchange data

Microsoft Outlook Microsoft Unanet CRM AEC Unanet

2 types of data shared

Outlook add-in (distributed via Microsoft AppSource)

Direction:Both

Unanet CRM for Outlook add-in (distributed via Microsoft AppSource) surfaces CRM contacts, opportunities, leads, and call logs in Outlook; auto-associates email to CRM records.

At a glance

How you get it
Native
⇄

Syncs both ways

  • Bids & Tenders Listed by AEC Integrations
  • Directory & Contacts Listed by AEC Integrations

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