Note: This version of Pipeliner CRM Outlook Inbox Add-In is only for users of the Pipeliner CRM Cloud Version and Office 365. If you are using the desktop, installed, version of Pipeliner CRM Hybrid please go to the Pipeliner CRM Hybrid Inbox Add-In page.
The Pipeliner CRM Cloud Inbox Add-In for Outlook provides a new level of efficiency and integration. When you receive an email message, the Pipeliner CRM Smart Preview Panel for Outlook brings you detailed information about the sender of the message within seconds. Easily review all related business you have previously done with that contact, including related leads, opportunities, accounts and even activities.
If you click on any email message within your inbox, the Pipeliner CRM Inbox Add-In matches the data of the sender and recipients with data in your Pipeliner CRM space:
- Detects Existing Data
- Detects Pipeliner Users
- Relates existing records within Pipeliner CRM to the Sender
- Detects “Unknown” Data
You can save content from a received email message to Pipeliner. If needed, you can also create and save additional records related to the contact.
Pipeliner CRM Cloud Inbox Add-In for Outlook requires a paid-for Pipeliner CRM subscription - or a time-limited, free-of-charge Pipeliner Trial account - and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions. There are no additional charges for activating and using this integration.