A free Outlook add-in for Pipedrive by Stehrway. Manage contacts and deals, save emails as notes, and plan follow-ups.

Bring Pipedrive into your Outlook workflow with Stehrway's free add-in. Open an email and choose a participant to find their contact, organization, deals, activities, and notes.

Keep records current: create or edit contacts, update deals and pipeline stages, mark deals won or lost, and manage leads.

Save the conversation: save an opened email as a note on a contact, organization, or deal. Search for another destination when needed. Save supported attachments separately, up to 4 MB per file.

Plan the next step: create and complete activities, add notes, and pin important context. Choose which standard and custom fields stay visible in the sidebar.

The add-in is free, with no paid tiers or trial period. Your own Pipedrive account and a compatible Outlook account are required; those services have their own plans. Use compatible Outlook clients on Windows, Mac, or the web. Organization policies may require administrator deployment.

Optional sent-email activity logging is available where Outlook supports it. This is not a full inbox sync. Independent integration by Stehrway; not affiliated with Pipedrive or Microsoft.

1. Install Pipedrive Integration by Stehrway from Microsoft Marketplace. If your organization manages add-ins, ask your Microsoft 365 administrator to deploy it.
2. Open an email in a compatible Outlook client and open Pipedrive Integration from the Apps menu or message toolbar.
3. Select Sign in with Pipedrive and authorize access using your own Pipedrive account.
4. Return to Outlook and choose the email participant whose CRM record you want to view.

Setup and troubleshooting: https://pipedrive-outlook-integration.stehrway.com/help

The add-in is free. Pipedrive and Outlook accounts are required and have their own plans. Feature availability depends on your Outlook client, mailbox, and organization policies.