With your Office 365 account, view your Nutshell leads, companies, and people, and bring the power of your CRM right into Outlook.
The Nutshell CRM for Outlook extension is available for Nutshell users on every plan. The ability to use Nutshell email templates from the Outlook email composer is available on Sales Business and above.
Have you ever wanted to see all of your sales-related information from Nutshell while working in your Office 365 Outlook inbox? Want to check on your notes from your last phone call before replying to their email, without leaving the page? How about using premade Nutshell email templates to send structured emails from the Outlook inbox?
Installing the Nutshell add-in for Outlook will provide plenty of useful information about your Companies, People, and Leads from directly within your inbox. There's no need to switch between windows just to see your upcoming tasks, the last activity on a timeline, or the value of your open leads.
How to install using Microsoft's Online AppSource marketplace
Click the Get it now button to install Nutshell to your Office 365 account
Please note Microsoft will take some time to sync the add-in into your team’s mailbox
How to install using Outlook
In Outlook, click the Apps button
Select Add apps
Search for Nutshell CRM for Outlook
Click the Get it now button to install Nutshell to your Office 365 account
What it does
Once installed, the Nutshell add-in provides you with plenty of details to communicate with your customers and prospects easily from your Outlook inbox.
The main panel will show you all Companies and People included on the email.
Click on anyone listed to get more information. You can view information such as your Nutshell description, upcoming tasks and activities, open leads, and logged information from the Nutshell timeline.
Click on More > to see additional information, and click the Company, Person, or Lead's name to open their Nutshell page in a new tab.
Additionally, when drafting emails, the Nutshell add-in allows you to use previously created email templates to send customized emails with just a few clicks.
How to use the add-in on the web version of Outlook
If you're using the Outlook add-in on a web browser, you can access that by following these steps:
Open an email
Click the three dots on the top right
Choose "Nutshell CRM for Outlook" from the list of add-ins
The Outlook add-in also supports Nutshell email templates, which can be accessed by following these steps:
Select New mail
Click the Apps button
Choose “Nutshell CRM for Outlook” from the list of add-ins
FAQ
Why is my add-in blank when I click on certain emails?
Your Outlook add-in may appear blank if Nutshell recognizes the email address of other users on your account.
What if I don't see the Store in Outlook?
Currently, Microsoft's Outlook only supports the use of add-ins for email accounts configured with IMAP, and must be an account hosted in Office 365, or Exchange 2013 or later.