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Step by step instructions on installing and inegrating Microsft Outlook with the Salesboom platform

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HomeProducts Outlook Integration Installation Instructions

Microsoft Outlook Integration Instructions

Click to View the QuickBooks Integration Video Tutorial

Here is a step by step instruction guide to integrating Salesboom with Microsoft Outlook.

Step 1: Download the installation file

  • Select the "Control Panel" option on the top of Salesboom
  • Under the "Email Settings" Tab select "Microsoft Outlook Integration"
    • This will create a pop-up window to download the necessary files
  • Select the Download button in the new pop-up window

Step 2: Installation

  • Open the downloaded setup.exe file from step 1
  • A security warning will appear, select Yes from the options to continue to install
  • If a previous version of the software is installed please uninstall it first through Add/Remove Programs
  • Follow the installation wizard steps

Step 3: Set-up Outlook

  • Restart Outlook
  • A pop-up will appear asking for your Salesboom username and password

Microsoft Outlook Integration with Salesboom complete.

There will now be a tab at the top of Outlook that says "About Salesboom" and "Add to Salesboom". About Salesboom allows you to sign is as another Salesboom user, and "Add to Salesboom" adds the email or contact selected to the users Salesboom account, through a short step by step guide.


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MS Outlook Integration
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