Pipedrive for Outlook

Pipedrive for Outlook

by Baymats AB

Add Pipedrive to your Outlook desktop or web client to access Pipedrive data without leaving Outlook

Communicate with leads, Manage my accounts, Support my customers

App screenshot
App screenshot
App screenshot

Description

Handle Pipedrive tasks inside Outlook with Pipedrive for Outlook Integration

Connect Pipedrive and Outlook by adding access to Pipedrive data straight from Outlook and manage your sales without switching windows. The Pipedrive for Outlook app lets you see your contacts, organizations, deals, activities, and notes right where you handle your emails. It’s perfect if you’re already using Outlook and want to keep everything in one place.

What You Can Do with the Pipedrive for Outlook App:

  • Access Vitals in Outlook: Keep track of your Pipedrive data like contacts and deals directly in Outlook.
  • Add Info on the Fly: Easily create new contacts, deals, and notes in Pipedrive from Outlook, keeping everything synced.
  • Works Everywhere: This app works with Outlook whether you're on your desktop (Windows and Mac) or online. Make sure you’re using the latest version of Outlook to keep things smooth.

With the Pipedrive for Outlook app, you can streamline how you manage your sales right from your email, making it simpler to keep up with your deals and client info without the hassle of juggling apps.

Pipedrive for Outlook is all about making Outlook users' days easier and helping you focus.

You can try Pipedrive for Outlook for free for 7 days, to make sure it works for you and your business' workflow. After that, a paid subscription is required.

Installation instructions

  1. Click on "Proceed to Install".
  2. Select how you use Outlook.
  3. Follow the instructions to add Pipedrive for Outlook to your Outlook client.
  4. Open the Outlook for Pipedrive add-in inside Outlook and log in with your Pipedrive account.
  5. Done!

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