How to connect your Microsoft Exchange Contacts to Pipeliner
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings”:
Click “Activate” beside Exchange Contacts:
Fill the fields below with your information:
"E-mail" Address and "Password"
Enter the e-mail and password you use to login into Outlook. Click “Save".
NOTE: If you are not able to login successfully, click the “Advanced Settings Checkbox” and enter additional information.
NOTE: You may need to contact your IT team for this additional information.
"Unidirectional Synchronization (Exchange → Pipeliner)" — Contacts will sync from your selected folder to Pipeliner
"Unidirectional Synchronization (Exchange ↔ Pipeliner)" — Refers to a two way sync where data will sync back and forth from your selected folder to and from Pipeliner
"Unidirectional Synchronization (Exchange ← Pipeliner)" — Contacts will sync from Pipeliner to your selected folder.
Additionally, only when selecting this option, you can choose which Contacts to sync under "Sync Preference".
- “Sync contacts that I own” — will sync only Contacts that you are the Owner of
- “Sync contacts that I have access to” — will sync every Contact that you are able to see in Pipeliner
Choose whether (or not) to delete contacts in Pipeliner when they are deleted in Microsoft Exchange.
Click “Next” when completed.
"Select Folder you want to synchronize"
You can now select which Contacts folder you want to sync Contacts to, from or both to and from, depending on the Sync Type you just selected:
Select from one of your existing folders.
"Create a new contacts folder"
A new Pipeliner Contacts folder will be created in Exchange and only Contacts in this folder will sync.
When you’ve chosen the best option for you, click on "Finish".
Verify that your email has been connected. The word “Activated” will appear near to the email address you have connected beside Exchange Contacts.
Click “Close” to exit the pop-up:
NOTE: the usage examples below assume that you’ve selected a new Contacts folder to be created but the same principles apply if you have selected an existing folder instead
How to sync contacts to and from Pipeliner
Now that your Exchange Contacts sync is Activated a new Pipeliner Contacts folder will be created in your Microsoft account and contacts where you are the owner or editor of will sync over from Pipeliner to your Exchange account.
Follow the example below of a bidirectional sync to understand how to sync contacts to and from Pipeliner:
To begin, we will look at the Microsoft Contact sync from Microsoft Exchange to Pipeliner. Locate the Pipeliner contact folder within your Microsoft Contacts Account.
NOTE: The folder will appear in the following format Pipeliner (Name-of-your-account)
Once that folder is selected, click the “Create Contact” button to add a new contact to it.
NOTE: All contacts in this folder will sync back and forth to Pipeliner for a bidirectional sync.
Fill in the corresponding fields & Click “Save”:
Once the contact is saved in Microsoft, open Pipeliner in your browser. Type in the name of the contact in your search bar:
Click on the name of the contact that appears on the right panel
NOTE: Contacts may take 10-15 minutes to appear in Pipeliner.
Verify that the information you entered in Microsoft Exchange is now also in Pipeliner:
Now, we will look at the sync from Pipeliner to Microsoft. Click the plus on the lower left of Pipeliner to create a contact:
Enter desired information in the fields and Click "Save":
Open Microsoft Outlook Contacts.
Verify that the contact is created within the Microsoft Exchange Pipeliner folder.
NOTE: Contacts may take 10-15 minutes to appear in Microsoft
Check that the information you entered has come over from Pipeliner:
The tables below will illustrate which fields map between Microsoft & Pipeliner:
NOTE: Only listed fields may be synchronized. Please note, that if any of the fields not listed is marked as required in the Pipeliner, Microsoft will NOT create new Contacts in Pipeliner. It will however be possible to update existing Contacts.
NOTE: If any field that isn’t listed above is marked as “Required” in Pipeliner, Microsoft will NOT be able to create new Contacts in Pipeliner. It will however be possible to update existing Contacts.
NOTE FOR ADMINISTRATORS:
You need to make sure the integration is enabled for your Pipeliner space in order for users to be able to activate individually.
Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner:
NOTE: Only Administrators will see the Administration menu
Click on the Automation Hub tab and check that "MS Exchange Contacts" is running in the "My Apps" section. If not, find it in the "Most Popular" section and click on "Add for Free" to activate it.
Then go back to the App by clicking on the App Switcher in the top left corner again and selecting "CRM Application".