Integration: Outlook

A CRM That Actually Works With Outlook

Juicy Goosey ships a native Outlook add-in via Microsoft AppSource. Two-way email sync logs every message to the matching CRM contact. The sidebar shows deal stage, last touch and next step. Send templates from the compose window, track opens, create contacts from any email. Works on Web, Desktop and Mobile.

How The Outlook Integration Works

Five steps. About 60 seconds for personal install, more if your org needs admin approval.

StepWhat Happens
1. InstallFrom Microsoft AppSource (org or per-user).
2. AuthenticateEntra ID single sign-on.
3. Pick mailboxPersonal, shared or per-user.
4. Choose auto-logAll emails or only to CRM contacts.
5. DoneEvery email lands on the right contact.

What You Get In Outlook

Six features inside the Outlook client. Zero tab switching.

Sidebar With Deal Context

Stage, value, owner, next step, all visible without leaving Outlook.

One-Click Log To Any Contact

Manual log if auto-log is off.

Templates In Compose

Pull any CRM template, merge fields auto-fill.

Email Tracking

Open and link click logs on the contact record.

Create Contact From Email

Inbound from a new sender, one click creates the CRM record.

Snooze And Tasks

Convert any thread into a CRM task.

What You Get In The CRM

  • Full conversation history per contact, threaded and searchable

  • Auto-attachment capture (PDFs, proposals, invoices)

  • Sent email tracking

  • Shared mailbox view with proper team permissions

  • Calendar context if Outlook Calendar / Microsoft Graph is connected

Where The Add-In Works

IT compatibility table. All the way through Mobile.

SurfaceSupported
Outlook Web (OWA)Yes
Outlook Desktop (Windows)Yes
Outlook Desktop (Mac)Yes
Outlook for iOSYes
Outlook for AndroidYes
Outlook Express / legacyNo
Hybrid ExchangeYes (with on-prem connector)

Juicy Goosey vs Other Outlook CRMs

Honest comparison. The Streak/Copper row is the one that decides most bake-offs.

CRMNative Outlook Add-InTwo-Way SyncSidebarOpen TrackingFlat Rate
Juicy GooseyYesYesYesYesYes
HubSpot Sales for OutlookYesYesYesYesPer seat
Salesforce InboxYesYesYesYesAdd-on / per seat
Pipedrive OutlookLimitedYesLimitedYesPer user
Zoho OutlookYesYesYesYesPer user
StreakNO (Gmail only)n/an/an/aPer user
CopperNO (Gmail only)n/an/an/aPer user

The Streak/Copper line matters. If a friend raves about either and you live in Outlook, they cannot help you. We can.

Common Outlook + CRM Pain Points We Solve

  • Forgetting to BCC the CRM — we auto-log, no BCC needed.

  • Add-in that slows Outlook down — we keep ours light, no bloat.

  • Shared inbox threading chaos — per-contact threading instead of per-inbox.

  • Microsoft security reviews — we pass MS Graph audits and supply SOC docs for procurement.

Gmail Users

Our Gmail integration works the same way. If you have one team on Outlook and another on Gmail, both are first-class. The CRM is the same, the sidebar matches the client.

Frequently Asked Questions

Connect Outlook In 60 Seconds.

Free 14-day trial. AppSource-verified add-in. Works on every Outlook surface.

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