Office 365 Integration

In today’s fast-paced environment, your sales team needs to work where they already are. Pipeliner CRM’s deep, bi-directional integration with Microsoft 365 (Office 365) eliminates the need to jump between systems, ensuring your team spends more time closing deals and less time on dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry.

We don’t just “link” your systems—we fully synchronize your entire sales workflow, making Pipeliner CRM the central hub that powers your favorite Microsoft tools. This is a single, unified ecosystem designed for peak sales performance.

The United Advantage: Your Key Benefits

Complete Bi-Directional Sync: Never Miss a Thing.

Any change in Pipeliner CRM instantly updates in Outlook, and vice versa, for Contacts, Calendar, and Tasks. This complete bi-directional synchronization ensures that your team is constantly working with the most current data, regardless of the application. Say goodbye to manual updates and hello to perfect data hygiene.

Intelligent Outlook Inbox Add-in: CRM at the Speed of Email.

View, edit, and create Pipeliner CRM records (Leads, Opportunities, Accounts) right from your Outlook inbox. Our intelligent Smart Pane allows you to effortlessly save emails, attachments, and associate them with the proper Pipeliner CRM record in a single click, without ever leaving your email clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer..

Advanced Email Power Tools: Send with Impact and Insight.

Send personalized, tracked emails (Standard or Mass) directly from Pipeliner CRM. Every email includes full tracking for opens and link clicks, giving you instant visibility into recipient engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience.. Leverage rich-text templates, AI contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. generation (Voyager AI), and the Schedule Send option to ensure perfect timing and consistency across all communications.

Automated Document Generation: Instantly Create Professional Documents.

Use the dedicated Word/Excel Add-in to automatically populate templates for quotes, orders, contracts, and more with live data pulled directly from any Pipeliner CRM record. Save valuable time, eliminate copy-paste errors, and maintain brand consistency by generating and saving final documents directly to the relevant record in Pipeliner CRM.

Optimized for Sales Campaigns: Move Leads Faster.

Seamlessly use the integration with Pipeliner CRM’s Email Sequences and Automatizer to run powerful drip campaigns and automated follow-ups. Since emails are sent via your Microsoft 365 accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., your deliverability is high, and your performance tracking is directly linked to Pipeliner CRM for comprehensive reporting.

Power & Control: How the Deep Sync Works

Pipeliner CRM’s integration is designed to be flexible and secure, providing you with complete control over what data is moved and in which direction.

1. Granular Contact & Calendar Control

You dictate the sync rules, not the system. When activating the integration, you choose:

• Folder Specificity: Sync Contacts and Appointments to a specific, existing Outlook folder or instantly create a new dedicated Pipeliner CRM folder in Outlook/To-Do. This keeps your personal and professional data separate and organized.
• Sync Direction: For Contacts, select One-way sync (Pipeliner CRM to Outlook or Outlook to Pipeliner CRM) or True Bi-directional Sync, with support for mirroring deletion actions in both systems.
• Ownership Scope: Choose to sync only the Contacts you own in Pipeliner CRM, or all Contacts you have visibility/editing rights to, ensuring team-wide consistency without data overload.

2. Intelligent Email Saving & Linking

Every email interaction is captured and linked precisely where you need it:

• Automatic Feeds: When you send or receive an email, a copy is automatically stored under the Feeds tab of the corresponding Contact and/or Account in Pipeliner CRM.
• Smart Linking for Unknowns: Enable the option to automatically link emails to an Account record based on the email domain, even if the sender is not yet a saved Contact. This captures early-stage engagement data instantly.
• Internal Emails: Easily save and link emails received from colleagues to a specific Opportunity or Account using the Inbox Add-in, providing a complete historical context for the deal.

3. Customizable Document Templates

The Pipeliner CRM Document Templates Add-in is a powerful sales efficiency tool:

• Any Entity: Pull live data from standard entities (Account, Contact, LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., Opportunity) and even Custom Entities into your Word or Excel templates.
• Table Support: Incorporate dynamic, customizable tables into your documents, such as the ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Table from an Opportunity or a list of related Activities.
• Output Flexibility: Generate the final document as a Word, Excel, or PDF file, with options to download, attach to the record, or attach and send immediately via email.

Ready to unite your sales stack?

See the Integration in Action (Request a Demo)