Outlook: Installing the Add-In

The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline 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.

Requirements

1. 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.

2. You will need your login credentials for Outlook to install the add-in.

3. The required JavaScript API version is 1.3, but 2016 and newer have it built-in.
   
   

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 Pipeline 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 Pipeline. 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@pipelinecrm.com and we can work with you to troubleshoot.

Add-in installation for different versions of Outlook

Outlook 2013

1. Open Outlook 2013
2. Open the File menu and scroll down to the page to find the Manage Add-ins option.
   
   
   
   
3. 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.
   
4. Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page.
5. Click on the + icon and select Add from the Office Store.
   
6. Search for Pipeline for Outlook and select Get it now for the result that appears. This will start the add-in installation process.

Outlook 2016

1. Open Outlook 2016
2. Open the File menu and scroll down to the page to find the Manage Add-ins option
   
3. 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 
   
4. Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page
5. Click on the + icon and select Add from the Office Store
6. Search for Pipeline for Outlook and select Get it now for the result that appears. This will start the add-in installation process.

Outlook.com

1. Login to your Outlook.com account from a web browser
2. Click on any email in your inbox to view the email content. Click the 3 horizontal dots next to the forward button and select Get Add-ins from the menu.
3. You’ll be redirected to a modal where you can search for the Pipeline Outlook add-in. Once you find it, turn on the add-in to install it.
   
   

Outlook for Mac

1. Open Outlook For Mac
2. From the Home tab, click on the Store icon to open the Office Add-ins window
3. From the 'Office Add-Ins' modal, use the search bar to search for Pipeline For Outlook. Click on the toggle to add the add-in to your Outlook for Mac email client.

Logging into your Pipeline account from the add-in

Once you have installed the add-in, you will need to sign in to your Pipeline account.

For desktop versions of the add-in (Outlook 2013, 2016 and Mac), you’ll see a Sync to Pipeline icon in the ribbon menu. Clicking on the ribbon will open the Pipeline for Outlook slide-in. To sign in, enter the Pipeline account username and password that you wish to sync with.

After successfully signing into your Pipeline account, you’ll need to sign-in with your Microsoft account and confirm that you wish to share information with your Pipeline account.

You will be asked to approve sharing permissions between Pipeline 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 Pipeline.

Logging into your Pipeline account from Outlook.com

Outlook.com users can access the Pipeline slide-in by first selecting an email in their inbox. Click on the 3 horizontal dots next to the reply and forward buttons.Select PipelineDeals for Outlook.

You’ll then be able to sign into your Pipeline 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 Pipeline.

Pipeline category

Once installed, you will need to  create a 'Pipeline' category under manage Categories to sync new contacts and calendar events into Pipeline. Apply the 'Pipeline' category to sync any contact or calendar event into Pipeline. All contacts and calendar events created in Pipeline 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 Pipeline 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:

        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.