Microsoft Outlook

With the integration between LeanPay and Microsoft Outlook, send your reminders from your professional email address and find the history of your exchanges in LeanPay.

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How does the LeanPay x Microsoft Outlook integration work

LeanPay allows you to send your reminder emails directly from your Microsoft Outlook business email, while centralising all customer exchanges in the application.

All emails sent and received are automatically logged in LeanPay, which guarantees you a complete traceability of reminders and a smooth follow-up of conversations, without leaving your collection tool.

Historization applies to all email reminders and to all customer contact messages.

With our Microsoft Outlook integration, you can:

Send emails from your professional address (ex: yourname@yourcompany.com). Emails leave from your usual Microsoft Outlook address, which reinforces the credibility of your messages and makes it easier to respond.
Archive sent emails in your Microsoft Outlook email and track the history in LeanPay. Each email sent from LeanPay also appears in your Microsoft Outlook “Sent” folder and is automatically centralised in LeanPay, with replies and attachments. You have The entire conversation accessible from the customer file, even if the answer is not made from LeanPay.
Get notified of customer responses. You are notified in LeanPay as soon as a customer replies, so you don't miss any message.
Have a simpler follow-up for your team: all messages are visible in the customer history on LeanPay, allowing clear follow-up even in the event of a file being submitted.

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About Microsoft Outlook

Microsoft Outlook is the business email solution developed by Microsoft, used by millions of businesses around the world. It allows you to manage emails, the contacts, the calendars Aand the tasks within a secure and collaborative environment.

Integrated into the Microsoft 365 ecosystem, Microsoft Outlook adapts to the uses of teams, whether for internal communication or exchanges with partners and customers. The solution offers high sending reliability, advanced management of shared mailboxes and extensive compatibility with business tools.

Microsoft Outlook is widely adopted by businesses to structure their professional communications and centralise daily exchanges.

Why use the integration between Microsoft Outlook and LeanPay?

Enhanced deliverability

Emails are sent from your Microsoft Outlook business address, which reduces the risk of spam and improves their inbox arrival.

Continuity with your professional email

Emails sent from LeanPay appear in the “Sent” folder in your Microsoft Outlook box, which allows you to keep your habits and a history on the email side.

Centralizsed customer follow-up in LeanPay

All email exchanges are automatically recorded in LeanPay and attached to the customer file, for shared and usable follow-up by the whole team.

3 steps to connect your tools

Create your LeanPay account

Configure your settings

Create your LeanPay account

Configure your settings

Once the SMS option is activated, set the sender name for your SMS messages.

Set up your LeanPay workspace according to your company to start centralizing your customer data.

Set up Electronic Registered Delivery in LeanPay, including letter templates and sender details.

Set up your LeanPay workspace to centralise your customer data.

Set up your LeanPay workspace according to your company to start centralising your customer data.

Define the sending settings for your standard or registered letters: sender address, logo, footer, etc.

Sync your data

Add an SMS step to your reminder plan

Connect your Outlook business email

Connect your Gmail business email

Add the Electronic Registered Delivery step to your reminder plan

Connect your Infolegale account

Importez vos données

Connect your Creditsafe account

Add a letter step to your reminder plan

From the LeanPay settings, link your business email account in a few clicks.

Centralise your email

Emails sent and received are automatically synchronised in LeanPay.

Centralise your email exchanges

Emails sent and received via Gmail are automatically synchronised and stored in LeanPay.

Send your first Electronic Registered Deliveries

Validate the sending of Electronic Registered Deliveries from your reminder to do list once the delay threshold is reached.

Send your first SMS

Start sending your first reminders

Send your first letters

Choose between automatic sending managed by LeanPay or manual approval of each message.

Your two tools are now connected

Approve sending from your reminders to-do list or let LeanPay handle dispatch automatically according to your settings

Retrieve your Infolegale data

Récupérez vos données

Get your Creditsafe data

LeanPay automatically imports the credit opinion, the Infolegale score, their historical changes and all available information for each customer.

LeanPay importe automatiquement l’ensemble des informations disponibles pour chacun de vos clients.

LeanPay automatically imports credit scores, credit limits, and financial health events for each of your customers.

Import your coverage

LeanPay automatically retrieves credit insurance contracts and amounts covered for each of your customers.

Your questions about our Microsoft Outlook integration

Is the Microsoft Outlook integration included in my LeanPay subscription or is it an option?

This is an option that is billed monthly, per logged in user.

Are emails sent from my Microsoft Outlook business address?

Yes, by connecting your professional Microsoft Outlook account, reminders are sent from your own email address (e.g.: yourname@yourcompany.com)

Can I see reminders sent from LeanPay in my Microsoft Outlook email?

Absolutely! Reminders sent from LeanPay automatically appear in the “Sent” folder in your professional email.

What happens if a customer answers to my reminder?

You will receive the answer in your professional email as usual. At the same time, LeanPay notifies you of the reception of the message and centralises the entire conversation in the application.

Are attachments received by email also synchronised?

Yes, attachments are also stored and centralised in LeanPay.