Office 365 Email & Templates Add-in
Introducing MS Office 365 Templates & Email Add-in for Pipeliner CRM
Gartner estimates that 1 in 5 corporate employees now uses an Office 365 cloud service and Office 365 is the most widely used cloud service by user count.
That is why we continue to lead the CRM field with better, deeper and more productive add-ins for Microsoft Office 365.
Embed fields in Office 365 Word and Excel templates
Pull data directly from Pipeliner CRM
Output to Word, Excel or PDF
Save templates directly to a record
Easily and quickly update templates as needed
Send emails directly from Pipeliner CRM using Office 365
Send group or individual emails
Compose emails using Rich-text formatting
Attach files and embed links
Plan follow-ups and log sent emails