Knowledgebase articles
- Welcome to the Knowledge Base
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- Spotler Integration
- What is Spotler?
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- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
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- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
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- Facebook Ad Leads to Sales Leads
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- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
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- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
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- Introduction to Charts
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- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
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- Contract Management
- Sagelink
- Introduction to Transaction Documents
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- Releases & Roadmap
Email Integrations
Last updated : 1st April 2019
Workbooks provides you with a few different integrations with your email client. Ensuring that important correspondence is stored within Workbooks and can be made accessible to other users within the business. Which option is best suited for you depends on various factors, such as the environment in which you’re working and the nature of your work.
Currently, the integrations that we have available are the Email Dropbox, the Workbooks Outlook Connector (WOC), and the Workbooks Exchange Server Sync (WESS).
We have created a list below that compares the functionality of each integration to help you decide which option is most suited for your needs.
| Feature | Dropbox | WOC | WESS |
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| Requires an additional licence to use |  |
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| Ability to attach emails to specific Records | |
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| Ability to share contact information between Workbooks and your email client | |
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| Capable of creating and synchronising Tasks and Meetings between Workbooks & Outlook | |
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| Able to synchronise Records in bulk | |
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| Able to be accessed without installing to a local desktop | |
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| Allows for a central deployment for all users | |
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| Automatic synchronisation | |
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| Two-way synchronisation | |
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| Synchronised Records appear immediately in Workbooks. | |
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| Ability to create or update Records in Workbooks from your email client | |
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| Compatible with Mac OS and Windows | |
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NOTE: The WOC and the WESS are not compatible with each other. Businesses are only able to use one or the other. However, Email Dropbox can be used with either.