Once the integration is activated and running in the Automation Hub, it needs to be activated by each individual user.
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings” ⤵
Click on the "Apps" tab and you’ll then be able to see the Office 365 integrations ⤵
Click “Activate” beside Outlook Contacts (People).
Pick the Microsoft account you want to integrate to and enter your password if prompted ⤵
You’ll then need to click on “Accept” to grant permission for the integration to work ⤵
Select one of your existing Contact folders from the dropdown. This folder will then be used for syncing all Contacts to and from Pipeliner going forward.
Create a new Contacts folder
A new Contacts folder specifically designed to synchronize Contacts to (and from) Pipeliner will be added to Outlook and only Contacts added to this “Pipeliner” Contacts folder will be synced to and from Pipeliner.
Once you’ve selected the Contacts folder you want to sync contacts to (and, potentially, from), you need to choose the type of synchronization you want to apply. Choose from:
One way synchronization — Your Contacts
Contacts that you own or you create in Pipeliner are automatically added to the folder you selected in your Outlook Contacts. If you delete a Contact from Pipeliner, the contact will also be deleted from Outlook.
One way synchronization — All Contacts
All Contacts that you have access to or you/your colleagues create in Pipeliner are automatically added to to the folder you selected in your Outlook Contacts. If a contact is deleted from Pipeliner, the contact will be deleted from Outlook.
Two way synchronization — Your Contacts
Contacts from your selected folder in Outlook will be added into Pipeliner and Contacts that you own or you create in Pipeliner are automatically added to that folder in your Outlook Contacts. If you delete a Contact from Pipeliner, the contact will also be deleted from Outlook and vice versa.
NOTE: You must have deletion rights in Pipeliner in order to be able to delete a Contact. This article has more information.
Click “Activate” to save your chosen settings and then “Close” to save to your Pipeliner profile settings.
Once the integration is set up it will show as active and you’ll have options to click on Configure to change your selections or "Deactivate" to switch the integration off ⤵
NOTE: If you deactivate the integration, it will only apply to your account — no other users will be affected.
Contact Field Mappings
The table below will illustrate field mappings between contacts from Office 365 and Pipeliner ⤵
How to enable Office 365 Contact Sync in the Automation Hub
For Administrators Only › You need to make sure that the integration is enabled for your Pipeliner space before any of your users will be able to activate.
Enter the Admin Module — from the Pipeliner CRM Application, click on the "App Switcher" in the top left corner ⤵
Click on the Automation Hub tab and check that "Office 365 Email" is running in the "My Apps" section. If not, find it in the "Most Popular" section and click on "Add" to activate it.
NOTE: You need to choose between using the Exchange integration and the Office 365 integration. Only one of them can be running and, once you’ve chosen to use the Office 365, you cannot change back to Exchange ⤵
To proceed, click on "Activate".