Pipeline CRM’s Outlook integration allows you to sync your emails, contacts, and calendar events between Outlook and Pipeline CRM, making it easier to manage customer interactions. Installing the Pipeline CRM add-in lets you automatically sync contacts and calendar events. 

Emails can also be filed directly into Pipeline CRM from Outlook, ensuring all communications are logged in one place. This integration helps keep your data up-to-date across both platforms, improving organization and efficiency.

🎥 This video will walk through the process of setting up the Add-in:

Step-by-Step Guide to Setting Up the Pipeline Add-in for Outlook

Step 1: Install the Pipeline Add-in

1. Open Outlook.com.
2. Click the Apps icon in the left sidebar (or in the top-right corner of an email).
3. Select Apps, then click Add Apps and search for PipelineDeals.
4. Once you find it, click Install.

💡 Need more details? Check out Microsoft Outlook’s guide on add-in

Step 2: Sign into the Add-in

1. Open any email in Outlook.
2. Click the Apps icon (top-right corner) and select PipelineDeals.
3. A side panel will open on the right.
4. Sign in using your Pipeline CRM and Microsoft credentials.

Step 3: Create a “Pipeline” Category

1. Click the gear icon (⚙️) in the top-right corner.
2. Go to Account → Categories → Create New.
3. Name the category “Pipeline” (with a capital “P”)—this is required for syncing.

💡 For more details, check out Microsoft Outlook’s guide on categories.

Important Things to Keep In Mind
📌 Sync Interval: Items sync every 10 minutes, based on when they were created or updated within that window.
📌 Initial Sync: The first time you sync, Pipeline pulls items from the past 60 days to Outlook.
📌 Ongoing Syncs: After the initial sync, Pipeline checks for updates from the last 20 minutes each time it runs. This applies to both Outlook and Pipeline.
📌 Categorization Matters: To sync events, tasks, or contacts, ensure they have the Pipeline category in Outlook.  ⚠️ Items without this category won’t sync over to Pipeline.

By following these steps, you’ll ensure a smooth and accurate sync between Outlook and Pipeline! 🚀

Using the Microsoft Outlook Calendar & Contact Sync

Syncing Contacts

• When you first set up the Pipeline add-in, Outlook and Pipeline will sync your contacts automatically.
• After the initial sync, Outlook will apply the Pipeline category to all contacts synced from Pipeline.
• To sync contacts from Outlook to Pipeline, they must:
  ✅ Have a valid email address
  ✅ Be categorized as “Pipeline” in Outlook
• Contact updates sync both ways, prioritizing the most recent change.

Syncing Tasks & Events

• Tasks and events sync bi-directionally between Outlook and Pipeline.
• Any new task or event created in Outlook must be categorized as “Pipeline” to sync.
• Changes are updated based on the most recent version, except for deletions:
  🚫 If you delete a task or event in either system, it will simply stop syncing instead of being removed in both places.
• Repeating tasks and events are:
  ✅ Supported from Pipeline to Outlook
  ❌ Not supported from Outlook to Pipeline
  
  

Adding Emails to Pipeline Contacts

With the Pipeline Outlook add-in, you can file emails directly into Pipeline under the associated contact. You can save:
✅ Emails (sent or received)
✅ Attachments

This keeps your Pipeline account organized with important email conversations and files!