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Using Save to CRM Add-in

This article explains how to save incoming emails into the CRM using the Outlook Save to CRM Add-in.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Save to CRM can be added to your Outlook desktop app or web application. By installing the Save to CRM add-in, you can save incoming emails to the appropriate CRM record. For outgoing emails, we'd recommend sending emails via the CRM, as these will be automatically saved into the CRM. 

Prerequisites

Old Outlook Desktop

Step 1: Click Save to CRM Button 

To save an email click on the Save to CRM button within your Outlook with an email open.

Continue to step 2 here.

New Outlook

Step 1: Select an email

By opening an email you wish to save into the CRM you will see action buttons on the right-hand side of the open email appear.

If the CRM logo is showing, select this and proceed to step 2 of this guide here.

If the CRM logo does not appear, select the 'Apps' option. This will open up a pop-up window for you to select Save to CRM.

Step 2: Opening Save to CRM

By clicking the Save to CRM button a side panel will appear within Outlook. The Save to CRM add-in will try to suggest some relevant CRM records based on the email being saved: 

  • CRM Contact that has the same email address that this email is from

  • CRM record that you last saved an email to 

  • CRM record that someone last saved an email to

  • Your most recently accessed CRM record

Step 2: Search for Record

If you need to save this email against an alternative CRM record, click on the 'Find' option. 

Here, you can search for the CRM record that you wish to save this email to. Please note: you'll need to select the appropriate hierarchy level that you wish to search within. 


Once you've found the required CRM record, click the 'Save to CRM' button and a copy of the email will be saved in the CRM. Please note: there is a 1MB storage limit for each email being saved.

Here's an example email saved within the CRM. You'll be presented with the text of the email, any attachments that were also saved and a download button, so you can forward or reply to the email. 

Search Keywords: stcrm savetocrm

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