Outlook Contact Clipper

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

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

Install Outlook Contact Clipper Configure Outlook Contact Clipper
Pin to the Apps menu

How to install the Outlook Contact Clipper integration

Go to  Apps    All  Integrations → click on the Outlook Lead Clipper icon under the Lead Generation Apps category. 

Click on the  Install button. 

    How to configure Outlook Contact Clipper

    Under the Configuration tab, click Download.

    Save a setup.exe file → open it and follow the instructions to install the Add-in.
    Open your Outlook desktop email client (Microsoft Outlook 2010 or 2013) to check if  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.
    To push a contact to OnePageCRM, open an email of your choice and click on the  Add Contact icon.
    Sign in to your OnePageCRM account as prompted.
    Review pre-populated New Contact form with details pulled from Outlook → edit if needed and click Save.
    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.

      • 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.

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