Outlook Add-in for Pipedrive · by Stehrway
Manage Pipedrive deals and follow-ups in Outlook
Use the customer conversation as the starting point for your next CRM update. Review linked opportunities and keep the next action visible without switching away from Outlook.
Find the contact behind the conversation
Open an email and select the relevant participant in the Pipedrive sidebar. Check the contact and organization, then expand Deals or Leads to see the linked records.
If the selected person is not the right match, switch participants or search for the contact. Confirm the record before changing an opportunity.
Create or update a deal
Use the plus in Deals to create a deal for the contact. Use the pencil on an existing deal to edit its details. Review the title, value, pipeline, stage, and expected close date before saving.
Select a segment of the pipeline stage bar to move a deal forward. Use Won or Lost to update its status. Your Pipedrive configuration determines the available pipelines and stages, and your account permissions determine which changes you can make.
Keep leads separate until they are ready
Open the Leads section to review linked leads. Use its plus or pencil controls to create or edit a lead.
When an opportunity is ready, choose Convert to deal, select the pipeline and stage, and confirm. This keeps early leads and active deals in their intended workflows.
Plan the next action
In Activities, select the plus to plan a follow-up. Set the title, activity type, date, time, and other relevant details. Edit an existing activity with its pencil control or mark it complete when finished.
Use Notes to capture useful context. Where contact and deal destinations are offered, select the intended record. Pin a note when it should stay prominent for the next conversation.
Show the fields your team uses
Use More details to reveal additional deal fields. Settings → Sidebar Fields lets you choose which standard and custom fields stay visible without expanding the card.
Updates are saved to Pipedrive. Wait for confirmation before leaving a form. If a save fails, reopen the record to check its current state before retrying.
Also listed in the Pipedrive Marketplace. Pipedrive and compatible Outlook accounts required.
Need more detail? See workflow instructions in the help center or contact Stehrway support.