Outlook integration With Pipeline CRM

Pipeline CRM integrates with Outlook. Keep your Microsoft Outlook email messages, contacts, and calendar events aligned with your Pipeline CRM.

Treat your contact management like a sales asset

Instead of creating extra work, this add-on keeps your customer relationship and email efforts on the same page. Automatically share crucial updates with your sales team. Plus, track all communication in one place when you sync contacts, emails, and calendars across both platforms.

Resources:

How to set-up and use

Easy onboarding

Choose your Microsoft Outlook contact categories you want to sync with Pipeline CRM, this could be existing clients, prospects, or anyone else relevant to the deals in your CRM software.

Everything in one place

Any edits to CRM contacts you make in Pipeline will automatically be updated in Outlook in real time, and vice versa. Any emails you send to these contacts will be tracked as an activity in Pipeline – making an all-in-one sales, customer relationship, and email tracking solution.

Shared emails

All inbound and outbound emails from contacts synced with Pipeline will appear in your Pipeline account, for all relevant sales team members to see. Don’t worry about messy CCs, BCCs, or forgetting to share crucial updates.

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Outlook integration With Pipeline CRM

Treat your contact management like a sales asset

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