Partners are the core of the revenue ecosystem.

Clari’s strategic integrations help revenue teams become more connected and efficient.

image

Microsoft Exchange

Automatically capture your email and calendar activity from Outlook and Microsoft Exchange to build a repeatable revenue process.

Features

Automated activity capture

Sales reps no longer have to log emails, meetings, and contacts into CRM. Let Clari automatically capture your activity data.

Activity and relationship insights

Understand how your business is trending. Clari automatically captures activity and contact data to surface activity and relationship insights.

Integration Diagrams

For Metadata-only Mode, email metadata stored and displayed in the product is email subject, attachment filenames (if present), sender email address, to/cc/bcc email addresses, and sent time.
The Meetings metadata stored and displayed in the product is meeting subject, start and end time, attendee email addresses, meeting location, filenames of attachments to meeting invite, and whether or not the meeting is an all-day event.

For Email and Meeting Body Indexing Mode, email data stored and displayed in the product is email subject, attachment filenames (if present), sender email address, to/cc/bcc email addresses, sent time, and email Body content (opt-in).
Meeting data stored and displayed in the product is meeting subject, start and end time, attendee email addresses, meeting location, filenames of attachments to meeting invite, whether the meeting is an all-day event and meeting Body content (opt-in).
Data

Activity

Activity

Microsoft Exchange
Microsoft Exchange
Data

Meeting

Meeting