Outlook Contact Clipper
The Outlook Contact Clipper is an add-in that enables you to capture leads directly from your Outlook emails into OnePageCRM.
How to install the Outlook Contact Clipper integration
1
Go to your
User Profile / Initials (in the top right-hand corner) → Select
Apps and Integrations.
2
Under Lead Generation apps, select Outlook Lead Clipper → click Install.
3
Under the
Configuration tab, click
Download.
Save a
setup.exe file → open it and follow the instructions to install the Add-in.
4
Open your Outlook desktop email client (Microsoft Outlook 2010 or 2013) to check if the
Add Contact
OnePageCRM icon appears in the inbox ribbon.
If
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 check-box to the left of OnePageCRM and click
OK.
5
To create a contact in OnePageCRM, open an email of your choice and click on the
Add Contact icon.
6
Sign in to your OnePageCRM account when prompted.
7
Review the pre-populated
New Contact form with details pulled from Outlook → edit if needed and click
Save.
8
Once the contact is saved you can assign a
Next Action and view it in your
Action Stream.
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.
