Romulus Add-in for Microsoft Outlook

Today we’re going to look at the Romulus Add-in for Microsoft Outlook.

We work with local government offices across the country who use Romulus centralize request information. CRMs are only as powerful as the data they have access to and one major source of constituent requests is email.

Instead of manually copy-and-pasting constituent and request information, which is error-prone and tedious, we believe applications should work seamlessly together. Outlook is far and away the most common email provider used by local government, so we have integrated Romulus directly into the Outlook experience.

Setup is simple, quick, and easy. We’ll walk you through each step of the way. Have questions? Send us an email at support@romulusapp.com, we would love to hear from you!

What You Need

  • Operating System: Any
  • Outlook Version: Outlook 2013+ or Outlook Online
  • Time: 2 minutes

Installation

Setup just takes a minute. First go to the Romulus Add-in page here:

Ready for action

Ready for action

Once you click “Add”, you’ll see a modal to confirm you are using the Outlook web app.

Outlook Web App confirmation

Confirming which version of Outlook you’re using.

  • If you access Outlook via your browser (like Google Chrome), click the green “Continue” button.
  • If you access Outlook as a separate application on your desktop computer, click the blue text. You can also find more information on managing add-ins for the Outlook desktop clients here.
  • If you are unsure, give us a call at (914) 200-3715 and we will be happy to help.

Once logged in, you will be asked to confirm installation. This includes a detailed description of the permissions necessary for the Romulus Outlook Add-in to function. We will never access your arbitrarily access your emails or store any information without your consent.

Romulus Microsoft Outlook Online Add-in installation confirmation screen

Hit “Yes” to finish installation.

Usage

Once you’ve installed the Romulus Add-in, you will see “Romulus” above individual email messages when they are open.

Romulus CRM Outlook Online Email View

“Romulus” will show above individual mail messages

 

This will open the Romulus tab, allowing you to push information from that email straight to your Romulus account.

Romulus CRM Outlook Online Email Request Submission

The title, description, and constituent’s email address are pre-filled for you

We’ll automatically set the request title to the email subject, the request description to the email’s body, and assign the request you. You can edit all of this information before sending it off, which can be helpful for removing unrelated information like email signatures.

Click “Send to Romulus” and you’ll receive a confirmation that everything went smoothly along with a link right to the newly created request.

Romulus Outlook Add-In Request Sent Confirmation

Your request has been sent!

 

And that’s all there is to it!

If you have any questions, send us an email at support@romulusapp.com. We would love to hear from you!

 

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