How to connect you Outlook account with Kylas CRM?

How to connect you Outlook account with Kylas CRM?

This article covers the steps to be followed and the pre-requisites for connecting a Gmail account with a Kylas CRM account.

Prerequisites

  1. Permissions:  Any user.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1 
Login to Kylas and Navigate to Setup -> Communication -> Email Settings


Step 2 
Click on the 'Outlook' tile. This will open the Outlook authentication window.


Step 3
Complete the Outlook authentication process and you will see your Outlook account connected with Kylas CRM.