Loading...
✓ Award-Winning Cloud CRM Software Since 2003
1-855-229-2043

Connect Salesboom CRM to Microsoft Outlook in Minutes

Eliminate data entry and streamline your workflow with native Outlook integration. Sync emails, contacts, and calendar events automatically between your CRM and Outlook.

22+

Years Since 2003

5-10

Minutes to Install

1-80

Email Sync

24/7

Support Available

Why Integrate Salesboom with Microsoft Outlook?

Microsoft Outlook is the world's most popular email and calendar platform, used by millions of professionals daily. By integrating Salesboom CRM with Outlook, you eliminate the friction of switching between applications and duplicate data entry that wastes valuable selling time.

The native integration creates a seamless bridge between your email communications and customer relationship management, ensuring every interaction is captured, organized, and accessible to your entire team.

Key Benefits of the Integration:

  • Add emails and contacts to Salesboom directly from Outlook with one click
  • Automatically sync customer communications to their CRM records
  • Access complete customer history without leaving your inbox
  • Eliminate manual data entry between systems
  • Ensure no customer interaction falls through the cracks
  • Maintain consistent customer records across your organization
  • Work within your familiar Outlook interface without learning new tools

This integration is particularly valuable for sales teams, account managers, and customer service professionals who spend significant time in email and need immediate access to CRM data.

What You Need Before Getting Started

Before beginning the integration process, ensure you have the following prerequisites in place:

System Requirements:

  • Active Salesboom CRM account with valid username and password
  • Microsoft Outlook installed on your Windows computer (desktop version)
  • Administrator access to install software on your computer
  • Stable internet connection for downloading installation files

Important Note:

If you have a previous version of the Salesboom Outlook integration installed, you must uninstall it first through Windows Add/Remove Programs before proceeding with the new installation. This ensures a clean installation without conflicts.

Quick Setup Time

The integration setup takes approximately 5-10 minutes from download to completion, with most of that time spent on automatic installation processes.

Complete Installation Instructions

Follow these detailed steps to integrate Salesboom CRM with Microsoft Outlook. The process is straightforward and designed for users of all technical skill levels.

1

Download the Integration Software

Get the installation file from your Salesboom account:

  1. Log into your Salesboom CRM account using your web browser
  2. Click the "Control Panel" option located at the top navigation bar of Salesboom
  3. Navigate to the "Email Settings" tab in the Control Panel
  4. Select "Microsoft Outlook Integration" from the available options
  5. A pop-up window will appear displaying the download options
  6. Click the "Download" button in the pop-up window to save the installation file to your computer
  7. Note the location where the setup.exe file is saved (typically your Downloads folder)

Security Note: The installation file is digitally signed and safe to download. Your browser may display a standard download notification.

2

Install the Integration Software

Run the installer and follow the setup wizard:

  1. Navigate to the location where you saved the setup.exe file from Step 1
  2. Double-click the setup.exe file to launch the installation wizard
  3. A Windows security warning will appear asking for permission to make changes to your device
  4. Click "Yes" to grant permission and proceed with the installation
  5. If a previous version of the Salesboom Outlook integration is detected, you will be prompted to uninstall it first through Windows Add/Remove Programs
  6. Follow the on-screen installation wizard prompts, clicking "Next" to proceed through each step
  7. Accept the license agreement when prompted
  8. Select the installation location (default location is recommended)
  9. Wait for the installation process to complete (typically 1-2 minutes)
  10. Click "Finish" when the installation wizard completes

The installer will automatically configure the necessary components and register the add-in with Microsoft Outlook.

3

Configure Microsoft Outlook

Activate and authenticate the integration:

  1. Close Microsoft Outlook completely if it is currently running
  2. Restart Microsoft Outlook to activate the newly installed Salesboom integration
  3. Upon restart, a pop-up window will appear requesting your Salesboom credentials
  4. Enter your Salesboom username in the designated field
  5. Enter your Salesboom password in the password field
  6. Click "Login" or "OK" to authenticate and complete the setup

Security: Your Salesboom credentials are securely stored and encrypted on your local machine. You will only need to enter them once unless you change your password.

4

Verify Successful Integration

Confirm the integration is working correctly:

  1. Look for a new tab at the top of your Outlook interface labeled "Salesboom"
  2. This tab contains two primary options:
    • "About Salesboom" - Allows you to view version information or sign in as a different Salesboom user
    • "Add to Salesboom" - Enables you to add selected emails or contacts to your Salesboom CRM account

Installation Complete!

The integration is now complete and ready to use. You can immediately begin syncing emails and contacts between Outlook and Salesboom.

How to Use Salesboom Within Microsoft Outlook

Once installed, the Salesboom integration becomes a natural part of your Outlook workflow. Here's how to leverage its key features for maximum productivity.

Adding Emails to Salesboom

Transform any email into a CRM record with just one click:

  1. Open or select any email in your Outlook inbox
  2. Click the "Salesboom" tab at the top of Outlook
  3. Select "Add to Salesboom" from the menu
  4. A guided wizard will appear with step-by-step options
  5. Choose whether to create a new contact, link to an existing contact, or create a new lead
  6. Select the appropriate CRM category or tag for the email
  7. Add any additional notes or context if needed
  8. Click "Save" to sync the email to Salesboom

The entire email thread, attachments, and context are preserved in your CRM, creating a complete communication history.

Syncing Outlook Contacts

Keep your contacts synchronized between systems:

  • New contacts added in Outlook automatically appear in Salesboom
  • Existing contacts are matched by email address to prevent duplicates
  • Contact updates in either system sync bidirectionally
  • View complete CRM contact history directly from Outlook
  • Access customer notes, tasks, and opportunities without switching apps
  • Bulk import Outlook contacts to Salesboom with field mapping

A green checkmark indicator shows which Outlook contacts are already in your CRM database.

Calendar Integration

Synchronize appointments and activities:

  • Outlook calendar appointments sync to Salesboom automatically
  • CRM activities appear in your Outlook calendar
  • Meeting details including attendees and notes are preserved
  • Set reminders that appear in both systems
  • Track time spent on customer meetings for accurate reporting
  • View customer history before meetings from calendar events

Calendar sync ensures no customer touchpoint goes unrecorded and provides visibility into team scheduling.

Task Management

Manage CRM tasks without leaving Outlook:

  • Create Salesboom tasks from Outlook task list
  • Set due dates, priorities, and assignees
  • Receive notifications in Outlook when CRM tasks are due
  • Mark tasks complete and automatically update CRM
  • Generate task reports showing team productivity
  • View all customer-related tasks in one unified list

Unified task management eliminates the need to check multiple systems for your to-do list.

Troubleshooting Common Issues

Salesboom Tab Not Appearing

Solution:

  • Completely close and restart Outlook
  • Check if the add-in is enabled in File → Options → Add-ins
  • Verify the installation completed successfully
  • Reinstall the integration if necessary

Login Credentials Not Working

Solution:

  • Verify credentials by logging into Salesboom web interface
  • Check for spaces before/after username or password
  • Reset password if necessary through Salesboom
  • Contact support if authentication continues to fail

Emails Not Syncing

Solution:

  • Verify you're connected to the internet
  • Check that you're logged into Salesboom in Outlook
  • Ensure the email contains a valid recipient address
  • Try manually adding the email using "Add to Salesboom"

Integration Running Slowly

Solution:

  • Close unnecessary Outlook folders and items
  • Clear Outlook cache and temporary files
  • Check internet connection speed
  • Contact support if performance issues persist

Getting Help with Your Outlook Integration

Salesboom provides comprehensive support resources to ensure your integration runs smoothly and your team gets maximum value from the platform.

Technical Support

  • 24/7 email support at support@salesboom.com
  • Phone support during business hours with real CRM specialists
  • Average response time under 2 hours for critical issues
  • Screen sharing and remote assistance for complex troubleshooting
  • Priority support available for enterprise customers

Documentation & Training

  • Comprehensive knowledge base with searchable articles and guides
  • Video tutorials demonstrating each feature step-by-step
  • Downloadable quick reference cards and cheat sheets
  • Regular webinars covering advanced features and best practices
  • Custom training sessions for larger organizations

Community Resources

  • User community forum where customers share tips and solutions
  • Monthly product update newsletters highlighting new features
  • Customer success managers for strategic guidance
  • Annual user conference with networking and advanced training

Ready to Connect Your Outlook to Salesboom CRM?

Start eliminating data entry and streamlining your workflow today. Install the Salesboom Outlook integration in minutes and experience the productivity benefits of unified email and CRM.

Login to Download Schedule a Demo

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

Explore Professional
Enterprise Edition

For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

View Enterprise
Team Edition

Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

Discover Team

Integrated CRM & Revenue Tools

Explore powerful integrations and guides to boost your CRM, sales automation, and revenue operations.

Outlook Integration

Seamlessly connect your Outlook email with your CRM to track communications and tasks.

Learn More
QuickBooks Integration (Video)

Watch how CRM integrates with QuickBooks to sync financials and sales seamlessly.

Watch Demo
CRM for Outlook 365

Use CRM directly inside Outlook 365 — sync your emails, contacts, and calendar with CRM.

Explore CRM
Sales Intelligence

Leverage AI-powered analytics to predict opportunities, analyze trends, and grow your sales pipeline.

Discover Insights
Sales Automation

Automate your sales workflows, follow-ups, and quotes to improve efficiency and close more deals.

Learn Automation
Revenue Operations Guide (SMEs)

A comprehensive guide to aligning sales, marketing, and customer success for effective revenue operations.

Read the Guide