Add contacts with Sync for Outlook plugin

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. Select the email in your Outlook inbox. If an email address doesn't exist for the person in Infusionsoft, you can click the Add to Infusionsoft button.
     
  2. Fill out the contact details of this person
     
  3. Click the Add to Infusionsoft button 

Locate in Infusionsoft. If the contact record exists in Infusionsoft under a different email, you can click the Locate in Infusionsoft button and either replace the email in Infusionsoft or add the email to a secondary email address field.

  1. Click the Locate in Infusionsoft button

  2. Search for the contact record in Infusionsoft

  3. Either replace the Infusionsoft email with the new one or add it to a secondary email address field.
Did this article answer your question?
Thank you for your feedback!