When Act CRM is connected with Microsoft Outlook, email history can attach to the appropriate Act contact automatically. Understanding what to expect makes it easier to confirm that the integration is working correctly.

How Email History Reaches Act

Act generally matches the email address in Outlook with the email address stored on an Act contact record. When the addresses match and the integration is configured properly, the email history should appear on that contact. Always verify important messages instead of assuming every email attached successfully.

Key Takeaways

• Accurate contact email addresses are essential for matching.
• New messages should attach to the corresponding Act contacts.
• Check Act when an important email history must be preserved.
• Review the Outlook and Act integration settings when histories are missing.

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