Add a note to a contact with Sync for Outlook plugin

Tags: Outlook Sync
This article applies to:

Important! The Sync for Outlook plugin has been discontinued, is no longer supported, nor is it available for download from the Keap Marketplace as of August 7, 2020. We recommend using the new Email Sync tool that is built in to Keap and automatically syncs either an Outlook or Gmail account with your Keap application.

  1. Click + (plus) to the right of All Notes & Completed Items to create a new note.

  2. Fill in the fields.

  3. Select the Action Type.
  4. Click the Add to Infusionsoft button.
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