The Outlook add-in creates bi-directional sync with PipelineDeals and your Outlook calendar and contacts. The PipelineDeals Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.
- After you enter your contact information, Microsoft Outlook 2019 lets you see the information arranged in many different and useful ways, called views. Viewing your contact information and sorting the views are quick ways to get the big picture of the data you’ve entered.
- Web applications. Outlook.com is a free webmail version of Microsoft Outlook, using a similar user interface.Originally known as Hotmail, it was rebranded as Outlook.com in 2012. Outlook on the web (previously called Exchange Web Connect, Outlook Web Access, and Outlook Web App) is a web business version of Microsoft Outlook, and is included in Office 365, Exchange Server, and Exchange Online.
Requirements
You’ll need to have an active Microsoft Outlook or Live account to use the Outlook add-in. If you do not see the 'Manage Add-Ins' or 'Manage Apps' option (for Outlook 2013, Outlook 2016, and Outlook.com) or the 'Store' (Outlook For Mac), check with your admin to grant you access.
You will need your login credentials for Outlook to install the add-in.
- The required JavaScript API version is 1.3, but 2016 and newer have it built-in.
To use an email template you’ve created: Navigate to the Developer tab on the ribbon and click the Choose Form button in the Custom Forms group. In the Choose Form dialog window, use the dropdown list to select “User Templates in file System.”. You will see a list of all the email templates you currently have.
What if I don't see the options to Manage Add-ins or the Microsoft Store?
The Outlook Add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. If you don't see the options described below, here are some things to check:
1. Admin has restricted add-in access: Check with your email administrator to see if they have restricted users' settings to prohibit loading an add-in. This is a fairly common situation and your email administrator can provide you with access to add-ins for the PipelineDeals Add-In.
2. Outlook/Exchange server prohibits add-ins: If you're using Outlook 2010 exchange server, you will be unable to use the add-in. Also, some Exchange server setups prohibit add-ins. Check with your email administrator for more details.
3. Using Outlook email client, but not Microsoft Exchange: Outlook is an email client, not an email provider. Your email must be hosted on a Microsoft Exchange server in order to enable the Outlook integration with PipelineDeals. If you're not sure what you're using, check with your email administrator, they'll be able to help you out!
If you've checked with your email administrator and you don't think one of these three issues applies to you, contact customercare@pipelinedeals.com and we can work with you to troubleshoot.
Add-in installation for different versions of Outlook
Create Outlook Template Oft
Outlook 2013
- Open Outlook 2013
- Open the File menu and scroll down to the page to find the Manage Add-ins option.
- Click on the Manage Add-ins icon to open up a new browser tab. This tab will prompt you to sign-in to your outlook.live.com account. You will need to sign-in to an outlook.live.com account to use the add-in.
- Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page.
- Click on the + icon and select Add from the Office Store.
- Search for PipelineDeals for Outlook and select Get it now for the result that appears. This will start the add-in installation process.
Outlook 2016
- Open Outlook 2016
- Open the File menu and scroll down to the page to find the Manage Add-ins option
- Click on the Manage Add-ins icon to open up a new browser tab. This tab will prompt you to sign-in to your outlook.live.com account. You will need to sign-in to an outlook.live.com account to use the add-in
- Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page
- Click on the + icon and select Add from the Office Store
- Search for PipelineDeals for Outlook and select Get it now for the result that appears. This will start the add-in installation process.
Outlook.com
- Login to your Outlook.com account from a web browser
- Click on the gear icon near the upper right corner of the browser window. Select Manage add-ins from the menu.
- You’ll be redirected to a modal where you can search for the PipelineDeals Outlook add-in. Once you find it, turn on the add-in to install it.
Outlook for Mac
- Open Outlook For Mac
- From the Home tab, click on the Store icon to open the Office Add-ins window
- From the 'Office Add-Ins' modal, use the search bar to search for PipelineDeals For Outlook. Click on the toggle to add the add-in to your Outlook for Mac email client.
Logging into your PipelineDeals account from the add-in
Once you have installed the add-in, you’ll need to sign in to your PipelineDeals account.
For desktop versions of the add-in (Outlook 2013, 2016 and Mac), you’ll see a Sync to PipelineDeals icon in the ribbon menu. Clicking on the ribbon will open the PipelineDeals for Outlook slide-in. To sign in, enter the PipelineDeals account username and password that you wish to sync with.
After successfully signing into your PipelineDeals account, you’ll need to sign-in with your Microsoft account and confirm that you wish to share information with your PipelineDeals account.
You will be asked to approve sharing permissions between PipelineDeals and Outlook to complete the connection. If the sync works, you will see a success page to verify the connection is enabled between Outlook and PipelineDeals.
Logging into your PipelineDeals account from Outlook.com
Outlook.com users can access the PipelineDeals slide-in by first selecting an email in their inbox. The PipelineDeals icon will be visible after the message loads.
You’ll then be able to sign into your PipelineDeals account from the slide-in that appears.
Sign in to your Microsoft account when prompted.
When you've successfully logged in to your Microsoft account, you will see a success page to verify that the connection is enabled between Outlook and PipelineDeals.
PipelineDeals category
Once installed, you will need to create a 'PipelineDeals' category under manage Categories to sync new contacts and calendar events into PipelineDeals. Apply the 'PipelineDeals' category to sync any contact or calendar event into PipelineDeals. All contacts and calendar events created in PipelineDeals will sync to your Outlook account with the category automatically applied.
FAQs
Why is my Microsoft Store icon not appearing?
Please go to Outlook and select File and double check that the account that you are signed in with is the correct account associated to your Exchange Server. You can also try these instructions that we found online.
My email is hosted locally, can I use the Outlook plugin?
The PipelineDeals Add-in for Outlook 2013, 2016 and Outlook 365 will only work with an email that is hosted on a Microsoft Exchange server. However, keep in mind that there are two general types of Exchange Servers that we are compatible with:
How To Create An Oft
1. Exchange Servers that are licensed both in the forms of on-premises software, where the customer purchases client access licenses (CALs), and,
2. Software as a service, Microsoft receives a monthly service fee (see Microsoft Office 365). Here is an Exchange Server article that explains it more in-depth.
If I download the plugin in Outlook 365 will it also download on the desktop version of Outlook?
Yes, it should.
I was able to download the plugin, but the right sidebar just keeps saying 'Loading...' in Outlook. Why is it not loading?
It sounds like you may have a Firewall that could be preventing the plugin from loading. We recommend trying to add unpkg.com and amazonaws.com as domain exceptions for your Firewall.
Why is my number of contacts in PipelineDeals higher than my number of contacts in Outlook?
The plugin syncs contacts that were updated or added to PipelineDeals in the past 60 days.
Why am I not seeing all of my tasks and events in Outlook that are in PipelineDeals?
The plugin syncs Agenda items that were updated or added to PipelineDeals in the past 60 days.