Pipeliner CRM Inbox Add-In for Outlook is a new, powerful CRM Add-In for Outlook integration.
View all contacts, accounts, leads and opportunities associated with email addresses--without switching between CRM and Outlook.
You work in Outlook. Pipeliner CRM does, too. Pipeliner CRM is now integrated with Outlook so you can access your sales data where you already work. With the Pipeliner CRM Inbox Add-In for Outlook you can work the way you are used to.
View all contacts, accounts, leads, opportunities, tasks, and appointments associated with email addresses--without switching between Pipeliner CRM and Outlook. Your Pipeliner CRM data appears directly within Outlook. With Pipeliner CRM Smart Preview Pane for Outlook, get detailed information about the sender of an email message within seconds.
For a more detailed picture, one click takes you directly to a visual representation associated with the email address, from which you can drill down into CRM data. Moreover, if you want to create new records associated with a newly received email, you can do it directly within Outlook. Just create a task or even access your contacts from right within Outlook.
Pipeliner CRM Inbox Add-In for Outlook requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions. For more information about Pipeliner CRM Inbox
The Pipeliner CRM Inbox Add-in only works with Outlook.com free account, Office 365 and Microsoft Exchange On-Premises 2013/2016. Pipeliner CRM Inbox Add-in works only with Microsoft products (no Google Apps supported).
How to enable the Add-in in Outlook 2013/2016
Look for the Store button on the Outlook Home Ribbon (applies to Outlook 2016 only).
If you use Microsoft Office 2016, click the Store button, which will open the Microsoft Add-In store.
Search for Pipeliner as shown below and click the ''ON'' button.
That is all. Once you exit from the Microsoft Store, the Pipeliner Add-in will be enabled in your Outlook.
How to enable the Pipeliner CRM Inbox Add-in on O365/Exchange
When logged in, click on the cog wheel icon at the top right-hand corner of your email, and browse to manage integrations.
In the search bar presented to you, type “Pipeliner” and search for the Add-In
Click the button ON. That is all – no installation needed.
Close your Outlook.
When you open it next time, the Add-In will be present.