With the Upsales Office 365 Mail app, you can create emails in Outlook and import information to Upsales, send emails within Upsales, and view Upsales company and contact information from your Outlook account.

Please note:

1) Email bounces show in your Office 365 inbox, not in Upsales
2) Opening the email in your sent folder counts towards your open rate (as an open event
3) You can also automatically sync incoming and outgoing Office 365 emails with your Upsales account
4) You cannot manually forward an email to email@upsales.com, you must set up a rule according to the instructions below.

This article covers:

Installing the add-in:

• Activating the Office 365 Mail web app
• Activating the Office 365 desktop app
• Installing Upsales add-in for Outlook
• Pairing user accounts with Outlook

Using the Outlook add-in:

• Using the Outlook app
  • Logging an email
  • Viewing Company and Contact Card Highlights
  • Adding contacts
  • How to sync incoming Outlook emails to Upsales

Activating the Office 365 Mail web app

1. Click Settings → App directory:
   
   
   
   
2. From the Apps list, select Office 365 Mail
3. Click Activate
4. Click Accept terms 
5. Click Sign in with Office 365:
   
   
   
   
6. Click Accept:
   
   
   
   
7. Click Save:
   
   

The Office 365 Mail has been activated.

Office 365 can't be activated at the same time as the Upsales Gmail app

Activating the Office 365 Mail desktop app

1. Open Outlook
2. Click Apps → Get Add-ins:
   
   
   
   
3. Search for and click on Upsales:
   
   
   
   
4. Click Add:
   
   
   
   
5. Follow the installation prompts, using your Office 365 details
6. Upsales will now appear when you go to File → My add-ins:
   
   
   
   

Installing Upsales add-in for Outlook

1. Open an email in Outlook

2. Click the apps icon and click “Get Add-ins”:

3. Click My add-ins and scroll down to click Add custom add-in from url:

Users: Pairing user accounts with Outlook

To pair your Outlook account with the Upsales Office 365 Mail app, complete the following steps:

1. In your Outlook account, click the Apps icon:
   
   
   
   
2. Click Upsales and copy the pairing code that appears:
   
   

Please note: Check your browser allows cookies from third-party sources. This can usually be activated in the privacy and security settings.

5. Go back to Upsales and click Settings → App directory:

6. Click Office 365 Mail:

7. Click the toggle to activate the Office 365 extension:



8. Enter the pairing code and click Save:

9. Click Done in Outlook:

Using the Outlook app

1. In your Outlook account, click the apps icon to the right of an email message:

This opens the Upsales pane, where you can complete the following Upsales tasks from your Outlook account:

• Logging an email as a closed activity
• Viewing company card, contact cards and opportunity highlights 
• Adding a new contact and company

Logging an email

To log an email as a closed activity, simply select Log email from the Upsales pane in your Outlook window. 

Emails are available from the Activity history on the Company card. 

Viewing company and contact card highlights

When composing a new email in Outlook, the add-in tries to match the email address to an existing contact.

This is to display the Contact information, Company information, and links to any open opportunities.

You then have easy access to contact information.

Adding a new contact

When you receive an email to your Outlook account (paired to your Upsales account), Upsales will attempt to match the email address to your contact's database.

If no contact is found, here's how to add the contact:

1. Click the Apps icon to open the Upsales pane:
   
   
   
   
2. Enter the contact's First name and Last name.
3. Enter the contact's Company name. 
   
4. Select Create company and contact.

How to sync incoming Outlook emails to Upsales

Please note: External email forwarding is disabled by default in Microsoft 365, due to security reasons. To allow external forwarding, an admin needs to change the Anti-Spam policy in Microsoft 365 Defender. They can enable it for all users, or create a new policy to only allow it for specific users. Read more here.

1. Click Settings in Outlook for the web
2. Click View all Outlook settings:
   
   
   
   
3. Click Email → Forwarding
4. Tick Enable forwarding and enter email@upsales.com in the Forward email to field
5. Tick Keep a copy of forwarded messages to avoid emails being removed from your inbox after they've been forwarded
6. Click Save