Synchronize Pega Sales Automation™ with Microsoft Outlook and Microsoft Exchange to maximize your selling time and keep up to date with your inbox. With the Outlook add-in, your emails are synced back to Pega Sales Automation so you can track activities and analyze incoming data. The Outlook add-in analyzes the sentiment of received emails, and based on that analysis, suggests appropriate actions. You can create contacts, leads, and opportunities more effectively, and can access all of your data, all without having to leave Outlook. You can also use pre-configured templates to quickly create emails.

Based on your application version and business needs, review the following configuration options:

Email integration

• To integrate Pega Sales Automation 8.5 with Microsoft Exchange, see Configuring integration between Pega Sales Automation and Microsoft Exchange.
  • Then, to integrate Microsoft Exchange email with Pega Sales Automation 8.5 email, see Synchronizing Microsoft Exchange email with Pega Sales Automation email.
• To integrate Pega Sales Automation 8.4 and older with Microsoft Exchange, see Configuring integration between Pega Sales Automation and Microsoft Exchange.
  • Then, to integrate Microsoft Exchange email with Pega Sales Automation 8.4 or older email, see Synchronizing Microsoft Exchange email with Pega Sales Automation email.

Calendar integration

• For 8.5 calendar integration, see Configuring integration between Pega Sales Automation and Microsoft Exchange.
• For 8.4 and older integration, see Microsoft Exchange to Pega Sales Automation calendar integration.

Contacts integration

To integrate Pega Sales Automation contacts with Microsoft Exchange contacts, see Synchronizing contacts between Pega Sales Automation and Microsoft Exchange.

Intelligent Virtual Assistant integration

To configure Intelligent Virtual Assistant for Pega Sales Automation 8.2, see Configuring Intelligent Virtual Assistant for Pega Sales Automation.

Older versions integration

• To integrate Pega Sales Automation 8.1 or 8.2 with Outlook, see Integrating Pega Sales Automation with Microsoft Outlook by using the Pega for Outlook Office add-in.
• To integrate Pega Sales Automation 7.31 or 7.4 with Outlook, see Integrating Pega Sales Automation 7.31 and 7.4 with Microsoft Outlook by using the Pega for Outlook Office add-in.
  Note: If you are using Outlook or Exchange 2010 and earlier, use the VSTO add-in. If you are using Outlook or Exchange 2013 and later, use the Outlook add-in. For more information, see Pega for Outlook add-in and Pega for Outlook VSTO add-in comparison.