Outlook Contact Clipper

The Outlook Contact Clipper is an add-in that enables you to capture leads directly from emails into OnePageCRM. 

In this article, we'll show you how to:

Install Outlook Contact Clipper
Pin to the Apps menu

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, click on the Install button. 

    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 a contact is saved you can assign a Next Action and view it in your Action Stream.

How to pin to the Apps menu

To pin the Outlook Contact Clipper integration to Apps menu, select the check-box Pin to the Apps menu.

      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 2010Microsoft Outlook 2013 or  Microsoft Outlook 2016 on Windows operating system.

Still need help? Contact Us Contact Us