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Seamlessly sync emails and contacts from Microsoft Outlook into Blackbaud CRM with BrightVine’s Outlook Integration—no double entry, full visibility.
Outlook Integration for Blackbaud CRM
Your inbox holds some of your most important constituent interactions. BrightVine’s Outlook Integration for Blackbaud CRM makes sure those conversations don’t live in silos.
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This purpose-built integration allows fundraisers, relationship managers, and frontline staff to seamlessly connect Microsoft Outlook with Blackbaud CRM, automatically linking emails and contacts to the correct constituent records. No missed touchpoints. No guessing where key context lives.
What You Can Do
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Log inbound and outbound emails directly to Blackbaud CRM so every interaction is part of the constituent’s history. Create Interactions or Plan Steps based on your needs.
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Match to the right records - matching is based on emails - where there's no one-to-one match, you can search for a constituent directly from Outlook.
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Stay in Outlook. The integration runs in the background using SKY APIs, eliminating the need to switch systems just to keep BBCRM up to date.
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Support stewardship and moves management by adding the prospect constituency, creating new plans, and adding contact reports.
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Ensure gift officers, fundraisers,ndraisers, and engagement teams have a complete, accurate view of communications when preparing for calls, visits, and follow-ups.
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Built for Blackbaud CRM Environments - unlike generic sync tools, BrightVine’s Outlook Integration is designed specifically for Blackbaud CRM and follows the same security roles, governance, and data-control principles as your core platform. Your data stays in your environment, with full control over what is captured, how it is stored, and who can see it.
Within Blackbaud CRM™ you determine what search list, smart fields, salutation, constituent codes, etc you want to display in Blackbaud CRM™ Mobile by BrightVine
