pipedrive add-ins for outlook

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Comments

  • Shelly Adams
    Shelly Adams Member Posts: 1
    Photogenic First Comment

    I'm discouraged that this post is 3 years old and there is still no add-in. But I'm going to chime in and agree that it really is a MUST and would be a big productivity boost for your users.

  • martinlissmats
    martinlissmats Member Posts: 2
    Photogenic First Comment

    Hey 🙂 me and my friend are building this. If you're interested in trying it out you shoot me a quick email to martin@baymats.com with subject "pipedrive outlook" and just say you're interested. I'll get back to you when there's something to try. We're curious to hear more.

    Thinking about making it similar to the gmail addon. What do you guys think about that? It looks and works like this: https://support.pipedrive.com/en/article/pipedrive-gmail-add-on


    Thanks!

  • PipeDriver
    PipeDriver Member Posts: 16
    First Comment Name Dropper

    +1

    Agreed this is something that is very much needed

  • Ant Farm
    Ant Farm Member Posts: 1
    First Comment
    edited February 28 #35

    We're developing a plugin to automate adding contacts or deals in Pipedrive from outlook.

    We'd love to hear from you:

    1. How frequently do you find yourself adding contacts or deals?
    2. What features would you prioritize in such an add-in?
    3. Do you have any concerns about automating contact or deal creation in Pipedrive?

    Your suggestions and feedback are welcome! 

    Please feel free to reach out at hello@antfarmsoftware.com.

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper
    edited March 3 #36

    Hi everyone!

    The add-in is finally out there!


    As expected, it features most of the functionnality from the official Gmail connector: viewing and creating contacts, notes, deals and activities, right from your mailbox. You click a button, a sidepanel opens and lets you interact with your CRM.

    The plugin is to be sent to the Pipedrive & Outlook marketplaces for aproval in the next days. It works with all recent releases of Outlook, including macOS versions and Office on the Web.

    In the meanwihle, check our website and join the waiting list to be notified when the add-in gets released: https://www.pipelook.app/

    Cheers!

    Clément

  • bumping this, we really need this plugin asap

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper
    edited March 7 #38

    Feel free to sign up to the waitlist at https://www.pipelook.app/#wait

    I'll send you an email when the product can be used!

  • MBrown
    MBrown Member Posts: 36
    5 Likes First Comment Name Dropper

    The website isn't working, appears to be hijacked

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper
  • make sure to share the correct url to your own app 😉

    it's pipelook.app/#wait not pipedrive.app/#wait

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper
  • when is it ready? looks very promising.

  • MBrown
    MBrown Member Posts: 36
    5 Likes First Comment Name Dropper

    Not sure if it's just me, but this still does not work on my PC. It does work on my iphone browser however.

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper

    Weird indeed, can we discuss this somewhere else so we don't "pollute" the main thread? I'm willing to help so you can access it on you PC.

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper

    It is ready! I submitted yesterday for approval in order for it to be available on the Pipedrive marketplace. In the meanwhile, I recorded a small demo so you can get a hint of how it works:


  • Blair Bondar
    Blair Bondar Member Posts: 10
    First Anniversary First Comment 5 Up Votes

    Totally agree on the need for an Outlook plugin. This is one of the simplist timesavers we could have added to Pipedrive. Also, it would be great if a VCF could be downloaded to share contact info right from pipedrive.

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper

    Hi there! I'm very pleased to announce that Pipelook has been approved by Microsoft for Office365 Marketplace publishing!
    This means that hopefully the app soon will be approved for the Pipedrive marketplace too!

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper

    Hi everyone!

    The app is finally available on the Pipedrive marketplace! I hope you'll find it useful. Feedback is very welcome :)

    Have a good day!

  • MBrown
    MBrown Member Posts: 36
    5 Likes First Comment Name Dropper
    edited April 9 #50

    Link to install is still not working on PC. Goes straight to the can't reach this page error in the browser. Tried on both Edge & Chrome. The Outlook app installed fine but obviously won't work without the other end.

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper

    Hi @MBrown this is weird indeed! Have you tried installing the app directly from the Pipedrive marketplace?

    Also, you should make sure you're accessing https://www.pipelook.app/ (with httpS, the 3 Ws and the ".app").

    If you're still stuck, don't hesitate to contact me at support@pipelook.app, send me details about your setup (OS & browser versions) and a few screenshots and I may certainly able to help you further.

  • MBrown
    MBrown Member Posts: 36
    5 Likes First Comment Name Dropper

    OK When I go into the marketplace and click on "Proceed to Install" it comes straight back with the "Hmmm… can't reach this page" error.

    Same when I click on the Link you have supplied above. for the pipelook site.

    Interestingly it worked on my iphone while connected to the 4g network, as soon as I connect to the work wifi it comes back with the same error. So I'm going to try again when I get home on my internet just in case our router/firewall at work is blocking the .app extension

    Mike

    P.S sorry about the bold, that is how it pasted from webpage and I couldn't work out how to "un-bold" it

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper
    edited April 9 #53

    This indeed looks like a router/firewall issue. The .app TLD is quite new and requires extra security to work.

    Looking forward to hearing more about this!

  • MBrown
    MBrown Member Posts: 36
    5 Likes First Comment Name Dropper

    Yes everything worked from home, so if anyone else has the same issue its most likely your work router/firewall blocking the .app extension.

    @clementc please don't take offence to this (I can see a lot of effort went into this) but we will not be going ahead with the add on. Firstly, there is no trial to test to make sure it works, and secondly our MD refuses to pay for an extension that should already part of software that we pay a lot of money for.

    There is nothing more annoying than expensive CRM software that you have to pay extra for add-ons and work-arounds to do basic functions that should already be included (and my understanding is that it used to be)

    Mike

  • clementc
    clementc Member Posts: 17
    First Comment Photogenic Name Dropper

    Hi Mike, thank you for clarifying the bug origin.

    I understand your point of view; I'm thinking about introducing a free trial. Though, you don't need to "make sure it works", the app has been thoroughly tested by both Microsoft & Pipedrive teams to get approval for the marketplace. If it's there, it does work :)

  • MBrown
    MBrown Member Posts: 36
    5 Likes First Comment Name Dropper

    Hi Clement, I 100% believe you that it works, for us we need to check if it would work for us and our current workflow.

    To be honest if it fixes that ridiculous UTC time problem between PD & Outlook, it would be nearly worth it.

  • Jacobus.toua
    Jacobus.toua Member Posts: 1
    First Comment

    Still no outook add-in to date - this is almost unthinkable??