Microsoft Outlook CRM Integration: Synchronize Your Email
Integrate Microsoft Outlook With Nutshell
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Synchronize your Outlook email communications with Nutshell.
Do you have an Office 365 account? If so, learn more about the Nutshell for Outlook add-on here. Our standard integration for on-premises Outlook users lets you send emails from Nutshell with your company domain.
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Benefits of a Nutshell-Microsoft Outlook CRM integration
Get organized: Centralize your Outlook email communications in Nutshell.
Work where you work: Conduct all your sales activities in the software of your choice.
What does Nutshell’s Outlook CRM integration do?
Nutshell’s Outlook CRM integration allows you to send emails from Nutshell using your company domain. Outgoing emails are automatically saved to your sent folder.
Requirements for an effective CRM integration with Outlook
You need a Nutshell account and a Microsoft Outlook account (starting at $5 per user, per month). You also need to know your SMTP settings to send outbound email from Nutshell.
Learn more about configuring the Microsoft Outlook email CRM integration here
Import Contacts From Office 365
8 Steps
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Frequently asked questions
Do I need a specific Nutshell plan to use the Microsoft Outlook integration?
Do I need a specific Nutshell plan to use the Microsoft Outlook integration?
Does the Nutshell-Microsoft Outlook integration involve additional costs?
Not at all. The Nutshell Outlook add-in and email synchronization are included with every Nutshell plan at no extra charge. You won’t pay anything beyond your Nutshell subscription to integrate with Outlook.
What can I do with the Nutshell Outlook add-in once it’s installed?
The add-in lets you create contacts and tasks, view scheduled activities, track communication timelines, write notes, and access Nutshell data directly from your Outlook inbox. You can also use pre-built Nutshell email templates on Business and above plans.
Do I need an Office 365 account to use the Outlook integration with Nutshell?
The Nutshell Outlook add-in works with Office 365 accounts (web and desktop). For on-premises Outlook users, you’ll need SMTP settings configured to send emails from Nutshell with your company domain.
Can I use Nutshell email templates directly from Outlook?
Yes, but only on Business and above plans. Foundation, Growth, and Pro plan users can access Nutshell data in Outlook, but email template functionality is exclusive to Business plans and above.