Email Integrations

Workbooks provides you with a few different integrations with your email client. Ensuring that important correspondence is stored within Workbooks and can be made accessible to other users within the business. Which option is best suited for you depends on various factors, such as the environment in which you’re working and the nature of your work.

Currently, the integrations that we have available are the Email Dropbox and the Workbooks Exchange Server Sync (WESS).

We have created a list below that compares the functionality of each integration to help you decide which option is most suited for your needs.

Feature	Dropbox	WESS
Requires an additional licence to use
Ability to attach emails to specific Records
Ability to share contact information between Workbooks and your email client
Capable of creating and synchronising Tasks and Meetings between Workbooks & Outlook
Able to synchronise Records in bulk
Able to be accessed without installing to a local desktop
Allows for a central deployment for all users
Automatic synchronisation
Two-way synchronisation
Synchronised Records appear immediately in Workbooks.
Ability to create or update Records in Workbooks from your email client
Compatible with Mac OS and Windows