Pepper Cloud CRM Outlook add-in: A complete guide

With the Pepper Cloud CRM Outlook Add-in, you can effortlessly connect your Outlook inbox with your CRM. Log emails, update contact records, and stay organized without switching between tools. It’s simple, efficient, and designed to make your workday smoother.

Why Pepper Cloud CRM Outlook add-in?

The Outlook add-in is designed with two primary goals in mind:

1. Automatically log sent emails into your CRM system.
2. Capture received emails and log them directly to relevant CRM records.
3. Access details like record details, tasks, etc. from Outlook inbox.

Now let’s dive into how you can install, use, and make the most of this powerful tool.

Getting started: Installing the Pepper Cloud Outlook add-in

Note: 

• For business accounts, the Pepper Cloud CRM add-in will be found under the "Apps" section in Outlook. 
• For Personal Account, the Pepper Cloud CRM add-in will be available under the "Add-ins" section in Outlook. Users can install it directly from the Get Add-ins option.

Prerequisites:

Before you begin, make sure you have the following:

• An active Outlook/Office 365 email account (Business account or personal account).
• Access to your Pepper Cloud CRM account.

Steps to install Outlook add-in

For Business account users:

1. Log into Outlook (Web, Desktop, or Mobile App).
2. Go to "Apps" in the Outlook toolbar.
3. Search for "Pepper Cloud CRM" in the Microsoft AppSource store.
4. Click "Get it now" to install.
5. After installation, find the add-in under "Apps" in your Outlook.

For Personal account users:

1. Log into Outlook and click on the "Get Add-ins" option in the toolbar.
2. Search for "Pepper Cloud" in the add-in store.
3. Click "Add" to install the add-in.
4. After installation, access it from the "My Add-ins" section.

Logging emails to CRM: How it works

After successfully installing the add-in, you can conveniently access the add-in functionalities.

Logging into Outlook add-in

1. To access the add-in, users can click on the Add-in Menu. From there, they can open the add-in.

2. Click the Login button. Click “Allow” on the prompt that is displayed. 

3. Enter CRM credentials. 

Note: The email account has to be integrated with the CRM account. If not, follow the steps from our comprehensive guide to email integration blog to integrate your email into the CRM. 

Received emails

For received emails:

• Open the email and access the add-in from the menu.
• If the sender exists in the CRM, associate the email with their record. If not, update the sender as a new lead or contact to enable logging.

Additional features to enhance productivity

The Outlook add-in isn’t just about email logging. It also brings CRM functionalities right into your inbox:

• View leads and contacts: Instantly access your CRM data from the add-in interface.
• Manage records: Create, update, or delete lead/contact records directly.
• Task management: Create and associate tasks with leads or contacts on the go.

These features enhance the overall usability and efficiency of the add-in, allowing users to seamlessly manage their CRM data directly from within Outlook.

Add-in settings for Safari browser or Mac desktop client

The Pepper Cloud CRM add-in for Outlook will work as intended on Safari browser or Mac desktop client only after specific settings have been configured. Refer to the following section

Steps to configure Safari browser and Mac desktop client

The Pepper Cloud CRM add-in panel will load only after the security settings are updated. Follow the given steps to:

• On your device, open Safari browser. 
• At the top of the screen in the menu bar, click Safari > Preferences. 
• Click the Privacy tab. 
• Uncheck the Prevent cross-site tracking checkbox.

Removing Pepper Cloud Outlook add-in

Business account users

1. Log into Outlook.
2. Navigate to "Apps" in the Outlook toolbar.
3. Find Pepper Cloud CRM under "My Apps".
4. Click the three dots (⋮) action button, then select "Remove".

Personal account users

1. Log into Outlook.
2. Navigate to "Get Add-ins" in the Outlook toolbar.
3. Find Pepper Cloud CRM under "My Add-ins".
4. Click the three dots (⋮) action button, then select "Remove".

Simplify your CRM workflow

With the Pepper Cloud CRM Outlook Add-in, email and CRM integration becomes effortless. Whether you’re nurturing leads or managing contacts, this tool streamlines your communication and CRM updates – leaving you with more time to focus on what truly matters.

Ready to level up your CRM game? Install the Pepper Cloud CRM Outlook Add-in today and experience the difference!