HomeIntegrationsRubi Outlook PluginCreating a contact in Outlook

1.5. Creating a contact in Outlook

Users can create new secondary records (contacts) for contacts that do not currently exist in RubiCRM.

For example, if you receive an email from a contact that does not exist in your RubiCRM system and you would like to create an email interaction for this contact, you can create a new contact record via the plugin.

If you attempt to log an email interaction for a contact that does not exist within your RubiCRM system, you will be presented with a popup window that reads:

"Would you like to create a new contact record?"

To create a new contact, select "Yes" and follow the prompts to add the new contact to your RubiCRM system.

The plugin will check all To and CC recipients in the email to see if they exist in your system.

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