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Outlook add-in

Updated over 3 weeks ago

See in the video her how webCRM's Outlook add-in works:

Installing the Outlook Add-in for webCRM

Step 1:

Go to the initials in the upper right-hand corner, and press “Outlook add-in”

Step 2:

Download the Add-in file, and follow the link on the pop-up

Step 3:

Go to “My add-ins” and press “Add a custom add-in”

Step 4:

“Add from File...” and locate the file downloaded from the previous step

Step 5:

Now the Add-in is installed, and the first time you open the webCRM add-in, it will ask you to log in with your O365 credentials and the webCRM credentials afterwards, if your O365 isn’t already linked up to your webCRM user. Now the add-in is found in your Outlook panel.

Note: This add-in can easily be added, even if you have set up email integration with Outlook folders that also synchronize (see the article here). This add-in simply allows you to save emails and contacts directly from Outlook immediately.

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