Learn how Nutshell can integrate with Microsoft Exchange for email and calendar.
Nutshell integrates with versions of Outlook provided by Microsoft Exchange for email and calendar.
With the Microsoft Exchange integration for Nutshell, you can directly send email from Nutshell via your Exchange account. Check out this article on configuring your SMTP settings in Nutshell to start emailing from Nutshell.
You can also click on anyone's email address in Nutshell to open your computer's default email client. Emails sent this way will auto-bcc Nutshell–no need to copy and paste!
To see your incoming email in Nutshell, you can forward any email from your inbox to firstname.lastname@example.org. You can set up auto-forwarding rules in most versions of Outlook if you want to see all of your incoming emails in Nutshell. Check with your Exchange administrator for help setting up auto-forwarding rules in your version of Outlook. For more information, check out our support article on using the BCC feature.
Note: if you do not see a BCC email in Nutshell, try forwarding the email as an attachment.
Activities you create in Nutshell can be automatically added to Microsoft Exchange calendars (and all associated Outlook clients). If you add teammates to an activity, the activity will also be added to their calendars.
Note that this integration requires admin setup.
Admins will be prompted to configure their hostname or IP, their username, and their password.
For more information on how to integrate Microsoft Exchange with Nutshell, visit our Sync activities with Microsoft Exchange / Outlook article.
For non-admin users
After an administrator has set up the integration, non-admin users will only be prompted to enter their email address and whether or not they want to sync "All activities" or "Only activities marked as 'important'".