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CRM Outlook Add-in

CRM Outlook Add-in

by Service-now.com

Capture email interactions into ServiceNow CRM directly from Microsoft Outlook.

0 installs 0 reviews v1.1.1 Scoped Application Free
Developer Instance Sub-Production

Install Trend

First tracked: 2026-03-13 Latest: 2026-09-09 (0 installs)
View Install Data
Date Install Count Change
2026-09-09 0 -

About

The CRM Outlook Add-in enables sales agents to capture emails efficiently into ServiceNow CRM without leaving Microsoft Outlook.

Key Features

Email association to CRM entity

- Search CRM records and link emails without switching applications
- Capture and associate emails with CRM entities like leads, contacts, accounts, and opportunities directly from Microsoft Outlook
- Create new leads or contacts from inbound emails with auto‑populated sender details

Version History (3)
v1.1.1 2026-06-16 16:32:20
Changed: Expanded email association capabilities, improved usability, and accessibility conformance. Support for associating sent emails with CRM ...
v1.0.1 2026-05-05 14:37:01
Fixed: Emails were not being promoted from the staging email table to the emails table due to a duplicate UID check failure caused by UID truncati...
v1.0.0 2026-03-12 16:28:29
Initial Release: Enable customer engagement directly in the Microsoft Outlook client with seamless CRM context. Increase sales productivity by re...
ID: 8f0a13e13bd1fe50c605811f23e45a56 · Published: Jun 2026 · Updated: Sep 09, 2026