![]() Note: If Outlook add-in doesn’t login, refresh the Outlook tab once and you will be logged in. If the email is not a part of Freshsales, you can add it to Freshsales by clicking Add Lead or Add Contact button. 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). Upon Login, you will be taken back to your Outlook. This will take you to a new page where you will have to authenticate access to your Outlook account. This opens a side panel where you will be asked to provide your Freshsales account credentials.Įnter the Freshsales CRM domain name and click. To connect your Freshsales account with the add-in,Ĭlick the Freshsales icon. Once the installation is completed, you can find the Freshsales logo whenever an email is opened. Click here to download the Freshsales outlook add-in manifest.In case you don’t see an Add-Ins button, click here to know more about how to sideload an outlook add-in.This begins the installation of your Freshsales Add-in in your Outlook inbox. This brings up the Outlook store overlay. ![]()
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