Pipedrive, right inside Outlook
Access your Pipedrive contacts, deals, activities, and notes directly from your inbox. No tab switching. No lost context.
Everything you need, nothing you don't
A focused sidebar that gives you exactly the CRM context you need while reading and writing emails.
Contacts at a Glance
Instantly see the full Pipedrive profile of whoever emails you — their role, company, phone, and every past interaction. No searching, no switching.
- Auto-matches email senders to Pipedrive contacts
- View and edit contact details directly in Outlook
- See linked organizations and relationships
- Create new contacts from unknown senders in one click
Deals in Context
Every open deal with this contact is right there in your sidebar. Know exactly where you stand before you reply.
- See all deals linked to the current contact
- Track deal stages, values, and expected close dates
- Update deal status without leaving your inbox
- Create new deals from email conversations
Activities, Synced
Scheduled a call? Set a follow-up? It's all visible and editable from Outlook. Stay on top of your pipeline while you stay in your email.
- View upcoming and overdue activities
- Log calls, meetings, and tasks instantly
- Mark activities complete as you go
- Never miss a follow-up again
Notes That Stick
Add context to any contact or deal right from your inbox. Your notes sync back to Pipedrive so your whole team benefits.
- Write and read notes tied to contacts or deals
- Notes appear in Pipedrive instantly
- Full formatting support for detailed notes
- Searchable from both Outlook and Pipedrive
Sarah confirmed the enterprise pricing works for their budget. Moving forward with contract review. Legal team on their side needs 2 weeks.
Had a great call with Sarah. She's interested in the enterprise tier. Key concern: onboarding timeline.
Up and running in under a minute
Install from AppSource
Find the add-in on Microsoft AppSource and install it in seconds. No IT department required.
Connect Pipedrive
Sign in with your Pipedrive account. A single OAuth click connects your CRM data securely.
Work from your inbox
Open any email and your CRM sidebar appears. Contacts, deals, activities — all in context.
Frequently asked questions
Is the add-in free?
Yes, you can start using the add-in for free. We offer a generous free tier so you can experience the full integration before deciding on a paid plan.
Which Outlook versions are supported?
The add-in works with Outlook on the web, Outlook for Windows (new and classic), and Outlook for Mac. It's built as a modern web add-in so it runs wherever Outlook supports add-ins.
Is my data secure?
Absolutely. We use OAuth for Pipedrive authentication, never store your Pipedrive credentials, and all data is transmitted over encrypted connections. We're fully GDPR compliant.
Can my whole team use it?
Yes. Each team member installs the add-in individually and connects their own Pipedrive account. Everyone sees only the data they have access to in Pipedrive.
Do I need admin access to install it?
No. Individual users can install the add-in directly from Microsoft AppSource. If your organization restricts add-in installation, your IT admin can deploy it centrally.
What Pipedrive data can I access?
You can view and manage contacts, organizations, deals, activities, and notes — all directly from your Outlook sidebar. Changes sync back to Pipedrive in real-time.
Stop switching tabs.
Start closing deals.
Join sales teams who manage their entire Pipedrive workflow without ever leaving Outlook.
Free to start · No credit card required