Call with MS Outlook Add-In on Mobile Devices

PLAN AVAILABILITY | × Personal × Personal Plus  Starter Business Enterprise

In December 2016, we released Pipeliner CRM native MS Outlook Add-In. It's absolutely great! You have to try it if you are an MS Outlook user. We bound together these applications over a calling feature. Last time we discussed how you can initiate a call over the Pipeliner CRM Desktop app on your mobile device. This time we will take a look at how you can initiate a call over the Pipeliner CRM MS Outlook Add-In on your mobile device.

Must have checklist

  • You need to have the latest release of Pipeliner CRM.
  • You need to have installed the Pipeliner CRM Mobile App.
  • You need to have the Starter, Business or Enterprise Pipeliner CRM Version.
  • You need to have one of the following MS Outlook versions: account, Office 365 Business Premium, Office 365 Business Essentials, Microsoft Exchange Online Plans 1 and 2, or Microsoft Azure.
    • Please note that the Add-in does not work with O365 Home, Personal and Home & Student 2016. (More information for Windows users or Mac users)

Meet the Pipeliner CRM MS Outlook Inbox Add-In

Here is a short video explaining your NEW Pipeliner CRM MS Outlook Inbox Add-In: Play in a new window.

How Calling over MS Outlook Works

So, you are now using the latest Pipeliner CRM version, you have installed Pipeliner CRM on your mobile, you have the product version that supports it and you have the compatible version of MS Outlook. Let's call one of your customers over the MS Outlook. In this scenario we will be using Online Web Version of MS Outlook.

  1. Sign in to your MS Outlook Account. You will have to have activated Pipeliner CRM for Outlook.
  2. Go to the Inbox. Pipeliner CRM Outlook Inbox
  3. Click on any email in your inbox that you have received from a  customer. Pipeliner CRM Outlook Select Email
  4. Click on the Pipeliner CRM Icon within the Email Detail. Pipeliner CRM Outlook Add-In Activate
  5. Sign into your Pipeliner CRM Account. Pipeliner CRM MS Outlook Sign In
  6. Select a team space (if you have more than one) with which you would like to connect data. Pipeliner CRM Outlook Select Space
  7. Pipeliner CRM MS Outlook Inbox Add-In will now relate data from Pipeliner CRM with the Email sender. Pipeliner CRM Contact Found in Outlook
  8. Click on the phone number to initiate a call on your mobile phone. Pipeliner CRM Outlook Initiate a Call
  9. Now, Pipeliner will send this request to your mobile phone. Pipeliner CRM Initiate Call on Mobile
  10. You should now see the notification of the outgoing call on your mobile phone. Pipeliner uses iOS and Android notification systems to notify you of outgoing phone calls (below is an example of the iOS app notification). Pipeliner CRM Confirm Call on Mobile App
  11. Confirm the call on your mobile and you are done!

Note: By using this feature, you are using your own cell phone service provider for calling your customers. TIP: You can use this feature almost everywhere throughout the Pipeliner CRM application, where you are able to access the phone number.

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