Install Pipeliner CRM Outlook Add-In

This Pipeliner CRM Outlook Add-In is available only for Windows users and it's a local installation.

This bi-directional integration has been built on the Windows infrastructure and it does not support Mac based programs. Therefore, Pipeliner Add-In for Outlook does not work with MS Outlook 2011 for Mac. In order to use Pipeliner Add-In for Outlook you need to meet the minimum system requirements:

General System Requirements

  • Microsoft® Windows® - Vista®(32-bit and 64-bit), 7 (32-bit and 64-bit) with the latest service pack and 8- all editions but Win RT (doesn't work on tablets). We do not support Windows XP.
  • Microsoft® Outlook® - 2013 and 2016 (32-bit and 64-bit) with the latest service pack.

Additional System Requirements

  • Microsoft .NET Framework - v4.0; Note: pipeliner installer will download and install it onto your computer as part of its install process. You will need to be connected to the internet to perform this action. You can download it on the following link here.
  • Microsoft Visual C++ Redistributable Package - 2010; Note: pipeliner installer will download and install it onto your computer as part of its install process. You will need to be connected to the internet to perform this action. You can download it on the following link here for 32-bit and here for 64-bit MS Office version.
  • Microsoft Visual Studio Tools for Office Runtime - 2010; Note: pipeliner installer will download and install it onto your computer as part of its install process. You will need to be connected to the internet to perform this action. You can download it on the following link here.
  • Flash Player ActiveX - v11.0; Note: pipeliner installer will download and install it onto your computer as part of its install process. You will need to be connected to the internet to perform this action. You can download it on the following link here.
  • RAM - 1 GB or higher

How to Install Pipeliner CRM Outlook Add-In

This version of Pipeliner CRM Outlook Add-in cannot be used on a cloud/web-based Outlook and has to be installed on a stand-alone machine where Pipeliner CRM and Outlook are installed. If you have Office365 i.e. cloud version of MS Outlook, please use Pipeliner CRM Outlook Inbox Add-In.

Please note: Pipeliner CRM Outlook Add-in is included in the main Pipeliner CRM installation and cannot be installed separately.

For those who do have Pipeliner CRM already installed it is just enough to download the main installation file and modify Pipeliner through Windows control panel. Users who do not have the experience on how to re-install/uninstall/modify software through Win Control Panel please see the steps below.

#1: Install Pipeliner CRM Outlook Add-In (Pipeliner CRM already installed)

Download Pipeliner CRM Install File. Add-in is included in the main application.

  1. Close All MS Office applications before installing the Add-In.
  2. Go to Windows Control Panel, click on Programs and Features, select Pipeliner from the list of programs and click Uninstall/Change as in the screenshots below. 

  3. Click on Modify, select option - Pipeliner Office Addin - Will be installed on local drive and hit next.
  4. When the installer asks you for the PipelinerSetup.exe file, browse to the location of the downloaded file, press next and Install.
  5. The Office Add-in will be added to your Outlook.  

#2: Install Pipeliner CRM Outlook Add-In (with Pipeliner CRM together)

After downloading the Pipeliner Office Add-In, you can start the install process by double-clicking on its installer:

  1. The Pipeliner Office Add-In Setup will start. Click the "Install" button to continue.
  2. Wait until Pipeliner prepares the Add-In for the installation.
  3. Select which programs you want to add the PL Office add-in into than click ''Next''
  4. Click on the "Install" button in order to start the automatic install process of Add-In.
  5. Pipeliner will install the Office Add-in. Please make sure you close all your Office applications before installing.
  6. After the installation is done, click on the "Finish" button to finish the install process.

Now your are ready to use Pipeliner CRM all together with the Pipeliner Outlook Add-In.

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