Bring your CRM into your Outlook inbox. See who you’re emailing, log calls and notes, save attachments to Nutshell, and share your availability, all from the Nutshell sidebar.
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 Nutshell 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 puts your Companies, People, and Leads right in your inbox. There’s no need to switch between windows to check your upcoming tasks, the last activity on a timeline, or the value of your open leads. You can also log calls, meetings, and notes, save email attachments to Nutshell, and schedule meetings as you write.
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.
Get around the Nutshell sidebar
Open any email and click the Nutshell icon to open the sidebar.
At the top you’ll see their name, email, and phone number, with quick buttons to Log an activity, add a Note, create a Task, or send an Email. Below that you’ll find:
Tasks and Activities: what’s open and what’s scheduled
Leads: their leads, status, and value. Click More to see the rest, or click a lead to open it
Attachments: files on this email that you can save to Nutshell
Timeline: their recent activity. Click See all timeline entries to open the full timeline, which groups entries by time period
Use the back arrow to return to the email, or the open icon to view the record in Nutshell in a new tab.
Log a note, call, or meeting from your inbox
You can log what happened without switching tabs.
Open the email and click the contact in the sidebar.
Click Note to add a note, or Log to record a call or meeting.
Give it a title, then choose the Type (for example, Phone Call).
Choose Already happened to log it now, or Schedule to plan it for later.
Set the start and end time (or turn on All day), and check the participants and related leads. Use Add to include more people.
Click the check mark to save.
Your entry appears on the timeline right away.
Save email attachments to Nutshell
Got a file in an email? Save it to Nutshell without downloading and re-uploading it.
Open the email. Its attachments are listed under Attachments in the sidebar.
Click Save.
In Save to Nutshell, choose where the file should go: a company, a person, or a lead.
Click Save file.
The file is attached to that record, alongside any other files you’ve uploaded.
Use email templates
When you’re drafting an email, the Templates tab lets you search your templates or browse them by group. Click a template to preview it, then click Insert template to add it to your email.
Schedule from compose
Setting up a meeting? Add your availability right from the email you’re writing.
In a new email or reply, click the Apps button and choose Nutshell CRM for Outlook. Then select the Book tab.
Choose the Scheduler meeting you want to offer.
Pick how to share it:
Propose times: choose a day, select a time (or use Pick multiple for several), then click Insert.
Booking link: insert your Scheduler booking link so they can pick any open time.
Book a time requires Nutshell Scheduler. Learn how to set up meetings →
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.