1. Navigate to Settings.
2. Select Other.
3. Click on App Store.
4. Search for “Outlook” and hit Learn More.

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.

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.

• Sync interval: Items sync about every 10 minutes based on recent changes.
• Initial sync: Pulls items from the past 60 days from Pipeline into Outlook.
• Ongoing syncs: Each run checks updates from the last 20 minutes in both systems.
• Categorization required: Tasks, events, and contacts must be categorized as Pipeline in Outlook to sync.

Using the Microsoft Outlook Calendar & Contact Sync

• On setup, contacts sync between Outlook and Pipeline automatically.
• Outlook applies the Pipeline category to contacts coming from Pipeline.
• To sync Outlook contacts into Pipeline, contacts must:
  • Have a valid email address.
  • Be categorized as Pipeline.
• Contact updates sync both ways, using the most recent change.

• Tasks and events sync bi‑directionally between Outlook and Pipeline.
• New items created in Outlook must be categorized as Pipeline to sync.
• Updates use the most recent version. Deletions are not mirrored; the deleted item simply stops syncing.
• Recurring items:
  • ✅ Supported from Pipeline → Outlook.
  • ❌ Not supported from Outlook → Pipeline.

• Use the Pipeline Outlook add‑in to file emails to the associated Pipeline contact.
• You can save:
  • Emails (sent or received)
  • Attachments