Microsoft

Tired of switching between apps just to get your work done? The constant back-and-forth between your CRM, your calendar, and your email can kill your momentum. Pipeliner CRM seamlessly integrates with Microsoft 365, turning your disparate tools into one powerful, unified workspace.

Our integration isn’t just about connecting apps—it’s about connecting you to your 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. in a more innovative, more productive way. Work directly from Outlook, access your files in SharePoint, and sync your calendar without ever missing a beat. Get the best of both worlds: the familiar power of Microsoft, and the unparalleled insight of Pipeliner CRM, all working together to help you close more deals.

Stay in Sync, Always

Never miss a meeting or a task again. Our bi-directional sync means that an appointment you create in Outlook instantly appears in Pipeliner CRM, and a task you schedule in Pipeliner CRM shows up in your Microsoft To Do list. This works for your contacts, too. Choose a one-way or two-way sync to keep your contact lists updated across both platforms, so you’re always working with the most current information.

Effortless Calendar Management: Sync appointments and recurring meetings between Outlook and Pipeliner CRM.
Unified Contact Lists: Keep your contact details consistent and up-to-date everywhere.
Seamless Task Management: Tasks you create in Pipeliner CRM automatically appear in Outlook, and vice versa.

Work Smarter, Right from Your Inbox

The Pipeliner CRM Outlook Add-in puts the power of your CRM directly into your email. Stop jumping between applications and start getting things done. When an email comes in, the Smart Pane instantly gives you a 360-degree view of the sender. See their associated accounts, opportunities, and activities without ever leaving your inbox.

Create Records on the Fly: Turn an email into a new 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, or contact with a single click. The add-in intelligently pulls information from the email to save you time.
Save & Track Emails: Log important email conversations and their attachments to a contact or opportunity’s record. Plus, get notified the moment your sent emails are opened.
Use Pipeliner CRM Templates: Access your Pipeliner CRM email templates directly from Outlook to ensure consistent, professional communication every time.

Your Files, Where You Need Them

Stop searching for documents. With our SharePoint integration, you can access, link, and save files directly to any Pipeliner CRM record. Whether it’s a critical sales proposal or a 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. sheet, the file is always exactly where you need it—linked to the contact or opportunity it’s associated with.

Centralized File Access: Attach files from SharePoint or OneDrive to any Pipeliner CRM record.
Simple & Secure: Files are always stored in SharePoint, so your team has a single source of truth.

Optimize Your Workflow. Close More Deals.

Pipeliner CRM’s Microsoft 365 integrations are more than a convenience—they’re a competitive advantage. By eliminating friction and unifying your most-used tools, we empower your team to focus on what matters most: building relationships and closing deals.

Ready to see how Pipeliner CRM and Microsoft can work together for you?