First make sure that the integration is enabled for your Pipeliner space.
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 Tasks" 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".
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings” ⤵
Click “Activate” beside Exchange Tasks ⤵
A window will popup to enter your credentials.
Enter the email and password you use to login into Outlook. Click “Save" ⤵
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.
Click on "Next".
Select Folder you want to synchronize ⤵
"Existing Folder" — Select one of your existing Tasks folders from the dropdown. This folder will be used for syncing Tasks to and from Pipeliner.
NOTE: you will only be able to connect to one of your personal folders. You will not be able to use a global, shared folder, for example.
"Create a new tasks folder" — A new Tasks folder will be added to Outlook and only Tasks added to this “Pipeliner” folder will be synced to and from Pipeliner.
Once you’ve selected the right folder 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 Tasks ⤵
NOTE: The usage example below assumes that you have selected “Create a new tasks folder” in your folder options but the same principles apply if you have selected an existing folder.
How to sync tasks to Pipeliner
Now that your Exchange Tasks integration is activated a new tasks folder will be created in your Microsoft account, tasks where you are the owner and editor of will sync over from Pipeliner to your Microsoft account. Ensure you are in the correct (Pipeliner) folder before adding any tasks. Any tasks added to another folder will not sync over to Pipeliner ⤵
Follow the example below to understand how to sync tasks to Pipeliner.
Open Microsoft Outlook and create a New Task in the Pipeliner Tasks folder.
Fill out the Title, add Details and Date ⤵
Once added, go back to Pipeliner and type the name of your task in the search bar.
Open the Task and verify Subject, Description and Due Date ⤵
Add a new task from Pipeliner and fill in Subject, Description and Due Date ⤵
Open the Pipeliner Tasks folder in Outlook and verify that the task exists with the correct details ⤵
The tables below will illustrate how fields map over from Pipeliner to Microsoft:
NOTE: Additional fields, such as Linked item from Pipeliner and Priority, as well as any Custom Fields, will NOT sync over.