The Outlook integration is out for everyone !

This means 2 things :

1- Inbox functionality

2- Email tracking and Activities

Inbox Functionality

Sales CRM now has the possibility of connecting your Outlook Inbox directly in Jira. This means that each user will be able to connect their personal Outlook account to the inbox.

After connecting your Outlook account (from the Integration section of Sales CRM), you will now be able to access your personal inbox directly in Jira

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You can use the inbox feature to read and send emails directly from Jira - just as you would with your Outlook account.

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Another thing that you can do is to associate an email to an existing Deal/Contact/Account in order to track the client interactions done through that email thread (email sent, replies, forwards, etc.). Once logged, these interactions will be associated to the proper element (Deal/Contact/Account) for you and your team to re-explore.

You are also able to create deals from the inbox based on the email you wish to associate. (At this time, it does not also automatically log the email as an interaction).

From an email, you are also able to add contacts to your Sales CRM based on the email recipients.

Email Tracking

You will also be able to send and track emails directly from Contacts/Accounts/Deals.

By clicking on a deal and logging an email activity. Once you send an email activity, it will automatically send your email from there!