Everything you need to get started and make the most of the Pipedrive Outlook Integration.
Search for "Pipedrive Outlook Integration" on Microsoft AppSource.
Sign in with your Microsoft account and confirm the installation. The add-in will appear in your Outlook ribbon.
Open any email, then look for the add-in icon in the toolbar or message action bar. Click it to open the CRM sidebar.
Click the add-in icon while viewing any email in Outlook.
You'll be redirected to Pipedrive's authorization page. Sign in with your Pipedrive credentials and grant access.
Once connected, the add-in will automatically show CRM data for the sender of any email you open.
When you open an email, the add-in automatically searches your Pipedrive CRM for the sender's email address. If a match is found, you'll see their full contact profile — name, title, organization, phone number, and email addresses. You can edit these details directly from the sidebar, and changes sync back to Pipedrive instantly.
If the sender isn't in Pipedrive yet, you'll see an option to create a new contact. Their name and email will be pre-filled from the email header.
The Deals tab shows all open deals linked to the current contact. You can see the deal title, value, stage, and expected close date at a glance. Click any deal to see more details, update its stage, or add notes. You can also create new deals directly from the sidebar.
The Activities tab displays upcoming and overdue activities for the contact. Schedule calls, meetings, and tasks without leaving Outlook. Mark activities as complete when done. Overdue items are highlighted so nothing slips through the cracks.
Add notes to contacts or deals right from the sidebar. Notes are synced to Pipedrive in real-time, so your team always has the latest context. You can view previous notes added by yourself or teammates.
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