Automatically Link Email to Contact; Outlook; GMail; Google Apps; WebOS
Forgive me as this has likely been asked 1,000 times. I didn't find the answer on a quick search.
Basically, when I send an email from Outlook, I want it to automatically hit the CRM app. I don't want to have to do anything extra. I could live with a rule that if I put "cc" into the subject it automatically hits the CRM app. Just make it easy without additional clicking of the mouse.
Send and done.
Possible?
Right now I have Outlook 2003 with the CRM addin. I have a Gmail account that all email is copied to. I have a new Google Apps domain that I'm testing Zoho on, for grins. What's the easiest way to get this done?
Last, I do a lot of email from my WebOS phone. (Will probably never leave it. Love it.) I would want integration with the CRM from the "cloud" as well. When I send an email using the Exchange server via the WebOS phone, will the plug in pick it up? Doubt it. Could I use Gmail to make this happen somehow?
Thoughts?