With the Freshsales Outlook Add-in, users can access information about their Freshsales Leads/Contacts from within Outlook. Whenever an email is opened, the add-in brings up information about relevant Leads/Contacts on the side panel, thereby enabling users to gain context about their prospects before engaging with them.
Detailed steps for installation:
- In your Outlook web, click the app launcher icon on the top left corner of your window.
- Click Add-Ins. This brings up the Outlook store overlay.
- Enter ‘Freshsales’ in the search box.
- Click ‘Get it now’. This begins the installation of your Freshsales Add-in in your Outlook inbox.
Once the installation is completed, you can find the Freshsales logo whenever an email is opened.
To connect your Freshsales account with the add-in,
Open an email.
Click the Freshsalesicon. This opens a side panel where you will be asked to provide your Freshsales account credentials.
Enter the Freshsales CRM domain name and click. This will take you to a new page where you will have to authenticate access to your Outlook account.
Upon Login, you will be taken back to your Outlook. The Freshsales add-in will fetch information related to the lead/contact (if the email recipient is a lead or contact in your Freshsales account).
If the email is not a part of Freshsales, you can add it to Freshsales by clicking Add Lead or Add Contact button.
Note: If Outlook add-in doesn’t login, refresh the Outlook tab once and you will be logged in.
What can I do with the Outlook add-in?
Note: For the Outlook add-in to show information about a lead/contact, an email should be opened.
The Outlook add-in allows you to do the following:
i) Create a new lead/contact:
Open an email from the prospect you would like to add as a lead/contact.
Your add-in will present you with an option to add the prospect as a lead or a contact to your Freshsales account.
ii) Get information about your lead or contact within Outlook: Know more about a lead/contact:
Open any email.
Click the Freshsales add-in. The add-in opens with information relevant to the prospect if they are present in Freshsales.
Find concise information related to the prospect on the add-in.
- To know more about the Contact, click VIEW IN FRESHSALES. This opens the Contact in Freshsales.
Note: If more than one record is created for an email address, then you will be presented with a message Duplicates found. Clicking on this will show all records created under the same email address.
iii) Search for a Freshsales lead/contact within Outlook
Open an email.
Click the Freshsales add-in.
Click the icon. You will be presented with a dropdown.
Click the Search option. You will be presented with a Search bar where you can search for a Lead/Contact present in your Freshsales CRM.
- Click on the name of the Lead/Contact. A column with all relevant information will open up.
iv) Add activities:
Click on ADD ACTIVITY to add a new activity.
Choose from the list of tasks, appointments, follow-ups, call reminders and custom sales activities
Fill other details related to the activity and click SAVE
To view all the activities associated with a lead/contact, click the VIEW ALL button. This opens a new window where all activities associated with the record will be displayed. You can edit an activity by clicking on the relevant activity.
v) Add notes:
Click the ADD NOTE button to create and save a new note. You can also access pre-existing notes by clicking the VIEW ALL button.
vi) Add tags:
Click on ADD TAGS
You can add multiple tags to the record.