Outlook Clipper: Free CRM Microsoft add-in

The Outlook Lead Clipper is an add-in that helps you 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.


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.


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.

If the Add Contact icon is not present, go to File →  Options →   Add-Ins → select OnePageCRM from the 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 the Windows operating system.
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