As described in an FAQ titled "How to Create a Contact in Yabber", Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber is usually resolved to a CRM user automatically (by phone number, email, or some other identifying attribute), and if resolution isn't made the contact can easily be assigned to a CRM client manually. That said, integration with Microsoft Planner does emulate the features of a full-featured CRM but that's not its primary purpose.
This FAQ will detail the process of syncing existing Outlook contacts to Yabber. We make attempts to keep Contacts up-to-date, although syncing may be required from time-to-time.
Importing Contacts: An FAQ titled "Import Contacts into My Contacts or an Email Marketing List" details how to import a CSV or other contact list into the My Contacts module and/or into Email or SMS marketing lists. Another FAQ details how to sync contacts from a supported CRM.
Syncing Outlook Contacts
You will find the import panel by following the primary CRM menu and then selecting the 'My Contacts' submenu and then selecting the panel titled "Sync Contacts". Select the applicable account and submit.
We query a defined number of records every minute until complete, so the process is not immediate. Once syncing starts you cannot renew the process until complete, so if you make attempts to sync the same account while an active sync is in process you will be presented with details of when the next sync will take place.
Pictured: Select the applicable account and submit. We query a defined number of records every minute until complete, so the process is not immediate. If you make attempts to sync while an active sync is in process you will be presented with details of when the next sync will take place.
Once all contacts are imported they'll be made available in your primary 'My Contacts' table. You may now manually assign access to various resources, such as the client portal or partner dashboard. If your primary CRM is connected, the contact will try and pair itself with the resolved parent contact.
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Related CRM FAQs
Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. The following FAQs described various 'CRM' functions.
In a previous FAQ titled "How to Create an Email and SMS Marketing List, and How to Add a Subscriber" we looked at how to create an SMS Marketing List. A Marketing List may be a group of recipients in a dedicated 'List', or they might be a number of CRM contacts that share… [ Learn More ]
Yabber isn't a CRM, so the status of a Contact with relation to an active Opportunity generally shouldn't be used. Instead, the Contact Status is an indication of the status of a contact in the Marketing and Sales funnel. The status is used for various types of filtering, such as email and SMS lists, and… [ Learn More ]
Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber is usually resolved to a CRM user automatically (by phone number, email, or some… [ Learn More ]
As described in an FAQ titled "How to Create a Contact in Yabber", Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber… [ Learn More ]
Related Microsoft FAQs
Microsoft is heavily integrated into your social and marketing tools. Selected Microsoft FAQs are shown below.
Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber is usually resolved to a CRM user automatically (by phone number, email, or some… [ Learn More ]
As described in an FAQ titled "How to Create a Contact in Yabber", Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber… [ Learn More ]
Connectivity with Microsoft OneDrive enables different types of syncing and sharing options across a large number of modules. Initially designed to sync client documents uploaded via the FileInvitation module, it has since found its way into about a dozen modules. Note that enabling this modules gives Yabber access to only those folders that it creates… [ Learn More ]
Microsoft Contact Folders aren't as relevant as they once were, and the 'new' (2024) versions of Outlook will categorise contacts with 'Categories' rather than folders, although folders are still made available even if they're not part of the standard Outlook interface. Yabber will still require that a contact folder be applied from time-to-time, although they're… [ Learn More ]
Part of our website and Yabber architecture requires that we create a Microsoft 365 (Azure) application on your behalf. This application is owned by you, and the applicable keys from that application are stored in Yabber which enables considerable integration between your website and other marketing (such as email marketing). We generally request only… [ Learn More ]
In various FAQs we introduce the concept of a 'Dynamic Email Signature', or a signature that references engaging up-to-date information of a specific type. We know that every touchpoint should create engagement of some type, and email is used daily so it stands to reason that we'll use the tool to manufacture various pathways. The… [ Learn More ]
Yabber has multiple ways in which to notify broker of new leads, such as email, SMS, CRM, Planner, webhooks, but the easiest way of building a simple notification system is via an RSS feed. RSS stands for 'Really Simple Syndication', and it works by ingesting multiple RSS 'feeds' into a single aggregated source. Typically used… [ Learn More ]
There are social services that take great pride in providing an online calendar for the purpose of scheduling your social media. It's an acceptable option, but it's just another service that'll require a subscription, and it's just another service that'll keep your data once you leave. We've reinvented the method of sending content to social… [ Learn More ]
The facility to add an email or any other type of subscriber to a Microsoft Contact folder was introduced in the FAQ on creating a form. The purpose of adding a contact to segregated Microsoft Outlook contact folder is more than just 'providing a backup' as many see it. The lists are used when… [ Learn More ]
The Vista Social Media Calendar is an essential component of a number of social and managed programs. The calndar is a function of integration with Microsoft systems, and it enables a level of control and integration that will empower your business in ways that'll make your competitors fuzzy little heads explode. Important: Creating a calendar… [ Learn More ]
