Outlook Lead Clipper

The Outlook Lead Clipper is an add-in that helps you to capture leads directly from your Outlook emails into OnePageCRM. 

Outlook Lead Clipper for Desktop and Web version

Products supported:

Windows Mac Other
  • Outlook 2013 or later
  • Outlook 2016 or later
  • Outlook 2019 or later
  • Outlook on Windows (Microsoft 365)
  • Outlook 2016 or later
  • Outlook 2019 or later
  • Outlook on Mac (Microsoft 365)
  • Outlook on the web

Install the Outlook Lead Clipper

1
Navigate to your Outlook email account → open any email → click on the Apps icon and select Get add-ins.

2
In the search bar at the top lookup OnePageCRM → Click on Add → in the pop-up window click Continue.

Note: The add-in can be pinned for easy access. To do this, simply open an incoming email → click on the 3-dots menu (top right-hand) → Customize actions → under Addins select the checkbox for OnePageCRM and click Save.

Notes:

  • Please ensure that the pop-up blocker on your browser is disabled.
  • In order to utilize the Outlook app, please note that the email account needs to be fully hosted via Outlook 365.

Use the Outlook Lead Clipper

1
In your Outlook account open any email → click on the Apps icon → click on the OnePageCRM icon.

Note: If you have pinned the OnePageCRM Outlook Clipper icon, you can simply click on it.

2
This will forward you to your OnePageCRM account. You will be asked to sign into your account, in case you haven't yet.

Review the pre-populated New Contact form with details pulled from Outlook → edit if needed and click Save.

Legacy Outlook Lead Clipper

Products supported:

  • Microsoft Outlook 2010; Microsoft Outlook 2013; Microsoft Outlook 2016
  • Windows operating system.

Install the Legacy Outlook Lead Clipper

1
Go to your User/Profile icon (top right-hand corner) → select Apps and Integrations → Under Lead Generation Apps select Legacy Outlook Lead Clipper → click Install.

2
Under the Configuration tab, click Download.

Save a setup.exe file → open it and follow the instructions to install the Add-in.
3
Open your Outlook desktop email client (Microsoft Outlook 2010 or 2013) to check if the  Add Contact OnePageCRM icon appears in the inbox ribbon.

Note: If the Add Contact icon is not present go to File →  Options →   Add-Ins → select OnePageCRM from Inactive Application Add-Ins list → click Go... under Manage: COM Add-ins. Select the checkbox to the left of OnePageCRM and click OK.

Use the Legacy Outlook Lead Clipper

1
In your Outlook account open an incoming email → click on the Add Contact icon.

2
This will forward you to your OnePageCRM account. You will be asked to sign into your account, in case you haven't yet.

Review the pre-populated New Contact form with details pulled from Outlook → edit if needed and click Save.
Notes:
  • Outlook contact details pushed to OnePageCRM include First & Last name, Organization, Job title, Websites, Email addresses, Phone numbers and Notes.
  • A background tool, Microsoft Visual Studio 2010 Tools for Office Runtime, is required to install any Office Add-in. If not present already you'll be prompted to install it.
  • System requirements for OnePageCRM Outlook clipper: Microsoft Outlook 2010, Microsoft Outlook 2013 or  Microsoft Outlook 2016 on Windows operating system.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us

Related Articles