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Outlook Add-In: Setup

The Outlook add-in for Pipedrive is a great way to create items and activities in Pipedrive right from the comfort of your inbox. It's free and available for the Outlook web app on all operating systems, as well as the Outlook desktop app on Windows and iOS!

 

Here’s a quick-start guide that will get you up and running:


1. Go to the Office Store and search for Pipedrive. You’ll find a page that looks like this:

2. Click the "Add" button
3. Sign in with your Office credentials
4. Open Outlook (both web version and desktop version are supported)

In Outlook:

a) Click on any email
b) Find Pipedrive tab saying: Create Sales CRM Data (Seen in red at the top of this image):

 

 

Click the "Link your account" button


Now you’re ready to go. Open any mail, click on the Pipedrive tab, select the contact you’d like to add, complete the details and that’s it.

 

 

 

And then you're ready to go! For more information on what you can do with the Outlook add-in, see our FAQ here.