CRM Outlook Add-in
Capture email interactions into ServiceNow CRM directly from Microsoft Outlook.
0 installs
0 reviews
v1.2.1
Scoped Application
Free
Developer Instance
Sub-Production
Install Trend
First tracked: 2026-03-13
Latest: 2026-11-01 (0 installs)
View Install Data
| Date | Install Count | Change |
|---|---|---|
| 2026-11-01 | 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 (4)
v1.2.1
2026-09-10 19:01:31
Changed
The Microsoft Outlook add-in now handles edge cases more gracefully. For example, the add-in provides clearer experience and next steps whe...
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: Sep 2026 · Updated: Nov 01, 2026