Question

Syncing contacts between MS Exchange and Creatio

Robert Pordes

14:41 Mar 13, 2024

Hi all,

it used to be possible in version 7 of Creatio to sync with MS Exchange.

The mailbox integration now doesn't support this any longer.

@community: how are you dealing with this limitation? Do you have workarounds for it?

@Creatio: are there any plans on re-introducing this feature? It is very often a question raised in presales activity!

Thanks,

Robert

3 comments

Orkhan

18:48 Mar 15, 2024

Hello,

Unfortunately, Creatio no longer supports contact synchronization with Exchange and Google. This lets you improve the security and relevance of your customer base.

Regards,

Orkhan

Robert Pordes

12:40 Mar 18, 2024

Orkhan,

Thanks for the response, but I think users have the necessary competency to decide which data is relevant in their CRM system.

Also, how is this enhancing security?

Many other CRM systems provide the feature to sync contacts and leads often request it!

Orkhan

15:14 Mar 18, 2024

Robert Pordes,

Greetings,

Thank you for your clarifying questions. We removed this feature for several reasons:

This functionality had unresolved logical issues.
This functionality was hardly, note, hardly, used by our users.
Security-wise, an Abstract Sales Representative could synchronize the entire contact database to themselves and depart from the company, thereafter potentially utilizing or passing on the contacts to the company's competitors.

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