Outlook

Once connected, Planhat will sync all your customer-related emails into Planhat: if the correspondence includes some contact (End User) in Planhat (matched by email), we assume it's a customer Conversation that should be synced. If the contact doesn't exist, but their email domain is professional (not @gmail, @hotmail, etc,) and matches the related domain of an existing company, then Planhat can automatically create a new contact and save the Conversation. Additionally, Planhat offers a huge amount of flexibility and configurability around email sync, including filtering out noise, specific relationships and sensitive material.