SuperOffice integrations

SuperOffice integrations

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

Gmail Link

concept

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

concept

Introduction Security

reference

how-to-guide

Quick start Set up

Mail Link

concept

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

concept

Introduction Permissions

reference

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

concept

get-started

reference

how-to-guide

Save to SuperOffice Add contact to SuperOffice Create follow-up Create sale Create request or add message

Video meetings

concept

Introduction Google Jitsi Microsoft Teams Webex Zoom

how-to-guide

Create video meeting Join video meeting

WebTools

concept

Introduction Technical overview

reference

System requirements

how-to-guide

Install (user) Deploy (admin) Configure Upgrade Troubleshooting

Zapier

concept

get-started

Connect account Make a Zap

reference

Triggers, actions, templates

how-to-guide

Set GDPR fields Handle SuperOffice list values Format date and time