Applicable plans
Sprout Blossom Garden Estate Forest


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.



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Quick steps:
What can I do with the Outlook add-in?
i)
 Create a new lead/contact
ii) Get context about a Freshsales lead/contact within Outlook
iii) View a lead/contact in Freshsales
iv) View activities
v) Add and view notes


Detailed steps for installation:

  1. In your Outlook, click the settings icon on the top right corner of your window. 

  2. Click Manage add-ins. This brings up the Outlook store overlay. 

  3. Enter ‘Freshsales’ in the search box. 

  4. Click . This begins the installation of your Freshsales Add-in in your Outlook inbox. 


Once Installation is completed, you can find the Freshsales logo whenever an email is opened. 


To connect your Freshsales account with the add-in,

  1. Open an email.


  1. Click the Freshsalesicon. This opens a side panel where you will be asked to provide your Freshsales account credentials.

  2. 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.


  3. 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:

  1. Open an email from the prospect you would like to add as a lead/contact.

  2. 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:

  1. Open any email.

 

  1. Click the Freshsales add-in. The add-in opens with information relevant to the prospect if they are present in Freshsales.

  2. Find concise information related to the prospect on the add-in. 

  3. 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

  1. Open an email.

  2. Click the Freshsales add-in. 

  3. Click the  icon. You will be presented with a dropdown.

  4. 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.

  5. Click on the name of the Lead/Contact. A column with all relevant information will open up.  

iv) View activities:

The activities section consists of all recent activities related to the lead or contact. To view all activities associated with the lead/contact, click the VIEW ALL button. This opens a new window where all activities associated with the record will be displayed. 

v) Add and view 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.


The Freshsales<>Outlook Add-in is supported for 'Outlook on the web' and 'Outlook Desktop' clients.
Browsers that support 'Outlook on the web'

  • Internet Explorer (version 11 and above)
  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Safari (on the macOS)


'Desktop Outlook' clients that supported the Add-in 

  • Outlook on Windows (connected to Office 365 subscription)
  • Outlook 2019 on Windows
  • Outlook 2016 on Windows
  • Outlook on Mac 
  • Outlook 2019 on Mac
  • Outlook 2016 on Mac
  • Outlook client connected to Exchange 2019 on-premises