This article will cover the following topics:
- Installation of the Pipeliner Microsoft 365 (formerly Office 365) Add-in
- Creating Records from the Smart Inbox Pane
- Viewing Records in the Smart Inbox Pane
- Saving Emails and Attachments
- Email Tracking
Installation of the Pipeliner Microsoft 365 (formerly Office 365) Add-in
Open your Web Browser and go get your Pipeliner plugin before going any further on this page.
Click “Get it Now” button ⤵
You may be asked to login to your Outlook (Microsoft 365) account if not already logged in. If so, please enter your login credentials for Outlook to install the plugin.
Once logged in, click “Continue” to accept the Terms & Conditions ⤵
Afterwards, you will be taken to Microsoft 365 to confirm installation of the Addin ⤵
After successful installation of the Pipeliner Office Exchange Add-in, you should see Pipeliner CRM in the list in Manage Add-Ins ⤵
Open your Microsoft Outlook Inbox. You can either do this from the web application or your installed Outlook application on your desktop.
From the installed Outlook, click the "Open Pipeliner" button on the toolbar to open the plugin ⤵
From the Outlook web, click on an email, then click the three dots (Contextual Menu) on the upper corner of your email. Afterwards, click on "Pipeliner CRM" ⤵
Once the panel opens, you will need to sign in to your Pipeliner CRM Account. Use the same credentials you use to login to Pipeliner when filling in your email address and password. Once completed, click “Sign In” to submit your information ⤵
Select the Space you want to use with Pipeliner from the list.
NOTE: List may not appear if you only have access to one space.
Creating Records from the Smart Inbox Pane
Using the panel, you can pull in information from your email to create a new Lead, Opportunity, Contact, Account and Activity.
Once you open an email from your Outlook, click the the button on the upper left side of your panel ⤵
Select the Entity you want to create ⤵
Make any necessary edits and click “Save” ⤵
View Record in Pipeliner.
Viewing Records in the Smart Inbox Pane
This feature enables you review all associated Contacts, Accounts, Leads, Opportunities and Activities directly within your Inbox. You do not have to leave Outlook to obtain more details about the contact your are currently communicating with. Click on any email in your inbox, and the Pipeliner CRM Inbox App matches data from the sender and recipients with data in your Pipeliner CRM.
To see how this works, click on an email from a contact associated with Pipeliner.
Once its selected, you can click “View More Details” ⤵
All additional information associated with your Contact will appear in the panel ⤵
You can select each entity to see more information.
NOTE: This feature detects existing data in Pipeliner based on Contact email address or Pipeliner user email address. If it can't find a match it will specify “Unknown” Data.
Saving Emails and Attachments
You are able to save emails to the Feed. You are also able to store an email as a document. Any attachments associated to the email can also be stored as documents.
NOTE: This option is completely independent from the Exchange Email Integration that you may also have chosen to activate. For more information on the automatic, background Exchange Email integration, click here.
NOTE: If you are only using the Outlook Inbox Add-in, you will need to select each Received and each Sent email individually and manually link them to Pipeliner following the instructions below.
To see how this works, open an email and click the "Menu" button in the upper left ⤵
Three options appear here. Choose the option that best suits the action you are trying to perform ⤵
Know when someone has opened an email you’ve sent.
To see how this works, compose a new email and click the three dots in the upper right of your email, then click “Track Email” under the Pipeliner CRM header ⤵
Once clicked, a green checkmark will appear indicating that your email is being tracked ⤵
When the email is opened by the recipient, the read date can be seen when hovering over the checkmark on the email.