Connecting Wave to Outlook Contact
In this article, we will provide a step-by-step walkthrough on setting up our direct integration with Outlook. This integration allows you to instantly sync the leads you collect via Wave to your Outlook account. Please note that, like our other CRM integrations, the contact sync is one-way from Wave to Outlook and not vice versa.
This integration will automatically connect the following fields, with no additional configuration needed:
First Name
Last Name
Email
Job Title
Company Name
Phone Number
Location
Note: Each Microsoft user has their own personal Outlook email account. Therefore, an Outlook integration cannot be set up for a team.
Authenticating into Your Outlook Account
Syncing Contacts to Outlook
Now that your Outlook account is connected, you have two workflow options to sync your contacts:
Auto Sync - Convert Wave Leads into Outlook Contacts:
This workflow will automatically sync leads from Wave to Outlook the moment you capture a new lead in Wave.
This eliminates manual data entry or lead selection, saving you time and creating incredible efficiency.
Manual Sync - Convert Wave Contacts into Outlook Contacts:
This workflow is ideal if you prefer to choose which leads to sync over to Outlook.
It provides more control, allowing you to decide exactly which leads should be synced.
By following these steps, you can seamlessly integrate Wave with Outlook and efficiently manage your contacts.