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:

• Email bounces show in your Office 365 inbox, not in Upsales
• Opening the email in your sent folder counts towards your open rate (as an open event)
• When you have signed in with Office 365, Upsales automatically syncs the emails you send and receive
• 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 app:

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

Using the Outlook app:

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

You can also forward business-related emails using Upsales AI

Activating the Office 365 Mail web app

Each user activates the app and signs in with their own Office 365 account.

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.

You can only have one email app active on your user. Office 365 Mail can't be activated while you have another email app, such as Gmail, active.

Automatic email sync

When you have signed in with Office 365, Upsales imports the emails you send and receive in your Office 365 mailbox. An email is saved on the contact whose Email matches the first recipient (emails you send) or the sender (emails you receive). Emails with no matching contact are not saved. For the other reasons an email is not saved, see My Office/Google mail sync isn't working.

To choose what is synced, go to Settings → Office 365 Mail (listed under My profile). Under Email sync settings:

• Sync incoming email and Sync outgoing email are on by default. Turn one off to stop importing the emails you receive or send.
• Exclude entire domains: emails to or from these domains are not imported. Enter a domain without its ending (for example gmail) to exclude every variant of it (gmail.com, gmail.se and so on).
• Exclude specific email addresses: emails to or from these addresses are not imported.

Click Save.

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.

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

4. Click Office 365 Mail:

5. Click the toggle Enable the Office 365 extension:



6. Enter the pairing code in Pairing Code and click Save:


 

7. 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

If you have signed in with Office 365 in the Office 365 Mail app, incoming emails are already synced (see Automatic email sync). Without the app, you can forward incoming emails to Upsales with a forwarding rule in Outlook.

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