SuperOffice integrations

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SuperOffice integrations

Documentation for SuperOffice integrations, such as SuperOffice for Outlook, SharePoint Documents, Video Meetings, WebTools, and Zapier.

Gmail Link

explore concept
- Introduction
list how-to-guide
- Install Gmail link
- Edit Gmail Link settings
- Manage senders
- Archive incoming email
- Archive attachments
- Create activity
- Create request
- Archive outgoing email

Google Workspace document integration

explore concept
- Introduction
- Security
library_books reference
- Requirements
list how-to-guide
- Quick start
- Set up

Mail Link

explore concept
- Introduction
list how-to-guide
- Install Mail Link/WebTools
- Archive email
- Create email from SuperOffice CRM
- Create email from Microsoft Outlook
- Select recipients
- Manage senders
- Add attachments
- Archive on company or contact

SharePoint documents

explore concept
- Introduction
- Permissions
library_books reference
- Requirements
list how-to-guide
- Set up SharePoint site and libraries
- Configure settings in SuperOffice Admin
- Set up SharePoint permissions for documents
- Set up SharePoint permissions for templates
- Permissions for SuperOffice integration application
- Troubleshooting

SuperOffice for Outlook

explore concept
- Overview
power_settings_new get-started
- Get the add-in
library_books reference
- Requirements
list how-to-guide
- Save to SuperOffice
- Add contact to SuperOffice
- Create follow-up
- Create sale
- Create request or add message

Video meetings

explore concept
- Introduction
- Google
- Jitsi
- Microsoft Teams
- Webex
- Zoom
list how-to-guide
- Create video meeting
- Join video meeting

WebTools

explore concept
- Introduction
- Technical overview
library_books reference
- System requirements
list how-to-guide
- Install (user)
- Deploy (admin)
- Configure
- Upgrade
- Troubleshooting

Zapier

explore concept
- Overview
power_settings_new get-started
- Connect account
- Make a Zap
library_books reference
- Triggers, actions, templates
list how-to-guide
- Set GDPR fields
- Handle SuperOffice list values
- Format date and time