Outlook add-in

Bring CRM context, supported tracking and quick actions into Outlook, so useful information is close to the conversation.

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Outlook add-in

Features

CRM context

Review relevant customer information alongside email.

Useful signals

Use configured email open and click tracking.

Quick actions

Create supported CRM records and tickets from the conversation.

How it connects

Deployment depends on supported Outlook environments and your Microsoft tenant's add-in policies.

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Related capabilities

Outlook add-in

Xero Microsoft 365 Google WorkspaceIllustration of related capabilities. Your enabled workflows and access are agreed during setup.

Configuration

Availability depends on your enabled modules, agreement, connected services and permissions. We agree the configuration and any provider requirements with you during deployment.

Explore pricing and optional capabilities

Questions

What can I do with Outlook add-in?

Bring CRM context, supported tracking and quick actions into Outlook, so useful information is close to the conversation. Review relevant customer information alongside email. Use configured email open and click tracking. Create supported CRM records and tickets from the conversation.

How is this connection set up?

Deployment depends on supported Outlook environments and your Microsoft tenant's add-in policies.

How do I confirm the right integration scope?

Talk to us about the workflow, source account permissions and information you want to connect. We agree the supported features, configuration and provider requirements before deployment.