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Outlook Integration

Summary

This article guides you through the process of integrating Outlook with Plumm to enhance communication with candidates via email. Once integrated, all hire-related communications will be sent from the integrated Outlook email account.

In this article

  • Before you begin
  • Step 1: Integrating Outlook
  • Step 2: Sending and Receiving Emails via Outlook
  • Step 3: Conducting Interviews with Teams
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have Outlook login credentials and admin access to integrate it with Plumm.
  • You can only integrate either Gmail or Outlook, not both.

Step 1: Integrating Outlook

  1. Go to Integrations in Plumm.
  2. Click Connect next to Outlook.
  3. Log in to your Outlook account and allow Plumm to send and receive emails.

Step 2: Sending and Receiving Emails via Outlook

  1. Once integrated, all hire-related communications, such as screening emails, interview invitations, and follow-up emails, will be sent through your Outlook email address.
  2. You can also send manual emails, which will be stored in the Messages module and the Messages tab on the candidate's profile.

Step 3: Conducting Interviews with Teams

  1. After integrating Outlook, you can enable Microsoft Teams for conducting interviews.
  2. Schedule and conduct interviews directly from Plumm with Teams.

Frequently Asked Questions (FAQ)

1. How do I use Microsoft Teams for interviews after integrating Outlook?

After integrating Outlook, you can enable Teams for conducting interviews. This allows you to schedule and conduct video interviews directly from Plumm.
 

2. What email will be used for communication with candidates?

All hire-related communications, including screening emails, interview invitations, and follow-ups, will be sent from your Outlook address once the integration is completed.

3.Can I manually send emails to candidates through Outlook in Plumm?

Yes, once Outlook is integrated, you can manually send emails, and they will be stored in the Messages module as well as the candidate’s profile.
 
 

4.Can I view emails from candidates not initiated through Plumm?

You can enable either Meet (for Gmail) or Teams (for Outlook) for interviews. This allows you to easily schedule and hold video interviews directly from Plumm.

5. Can I integrate both Outlook and Gmail?

No, you must choose one email provider for integration. You can either integrate Outlook or Gmail, but not both.