Base CRM integration with Outlook

With just a quick glance at our idea board, it was clear that our customers needed an Outlook plugin. We’ve listened to your requests and we’re happy to announce the release of Outlook integration for Base CRM. Enabling the new Outlook plugin means will be able to send incoming and outgoing email to Base from Outlook, sync your contacts and track deal progress right from Outlook.

After only a few minutes of working with the new Base Outlook integration, you’ll ask yourself, “How did I ever work without this?”

Download the Outlook plugin

Don’t have an account yet? Sign up for a 14-day free trial.

Send Incoming and Outgoing Email to Base from Outlook

After you install the Base CRM plugin for Outlook, you will have a few new buttons in your Outlook Toolbar. When you’re composing a new email, you’ll notice a “Send and Add” button. This will send the email to the recipient and attach a copy to their contact card in Base. If they are not a Base contact, a new contact card will be created for them.

You’ll also notice an “Add to Base” button in your inbox. This button will attach incoming email to the sender’s Base contact card. Again, if they are not an existing contact, we will create a card for them.

 

Sync Contacts and Track Deal Progress

When you install the Base Plugin for Outlook, you can sync your existing contact groups with Base. Any time you update a contact in Outlook, the contact will be updated in Base. Likewise, any updates to contacts in Base will be reflected in Outlook. After you’ve synced your Base CRM contacts with Outlook, you can open a contact and see all related deals.

 

Get the Plugin Now

The Base Plugin for Outlook is compatible with Outlook 2007, 2010 and 2013. It’s included for free with all versions of Base, even the free plan! Download the plugin below to get started and let us know what you think. We can’t wait to hear your feedback! For additional support, visit our support article.

Download the Outlook plugin

Don’t have an account yet? Sign up for a 14-day free trial.

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