If you're looking to sync emails to Base, we recommend enabling the Email Integration! While we still offer the option to install our Outlook Plugin, please note this integration is deprecated so we don't have plans to build on this moving forward. The Outlook Plugin is available on Starter, Professional, and Enterprise Plans.
Outlook is an essential tool for many sales reps. Base CRM for Outlook lets you manage customers and track conversations in Base without ever leaving Outlook. The widget copies your Outlook contact activity right into your Base account. This Outlook plugin will continuously sync your Outlook contacts with your Base contacts and give you the option of attaching emails to that customer’s Base contact card.
When you install the Base plugin for Outlook, you can sync your existing contact groups with Base. Any time you update a contact in Outlook, the contact will be updated in Base. Likewise, any updates to contacts in Base will be reflected in Outlook. After you’ve synced your Base CRM contacts with Outlook, you can open a contact and see all related deals.
NOTE: This is different from the Outlook calendar, Exchange Email integration, and Exchange Contacts integration. Instructions to set up your Outlook email integration here, Exchange calendar integration here, and Exchange Contacts sync here.
Base for Outlook lets you manage your customers and track conversations in Base without ever leaving Outlook. The widget copies your Outlook contact activity right into your Base account. When you install the Base plugin for Outlook, you can sync your existing contact groups with Base. Any time you update a contact in Outlook, the contact will be updated in Base. Likewise, any updates to contacts in Base will be reflected in Outlook. After you’ve synced your Base CRM contacts with Outlook, you can open a contact and see all related deals.
The Outlook plugin can be downloaded here.
Once you download the plugin it will run through a standard installation wizard:
You may receive a "Publisher can't be verified" message and will have to click Install to continue.
You may also receive a security notice as well.
Once you install the plugin you will have to login to a valid Base account. This can be any account type and doesn't have the match the email account that you are using with Outlook.
Base will create 2 new folders in Outlook
Outlook Plugin FAQ
Base for Outlook works with Outlook 2007, 2010, 2013 and 2016. At this time, Outlook for Mac does not support plugins.
Is the sync 2-way?
Yes, the sync is 2-way meaning any updates in Outlook will be visible in Base and and contact updates in Base will be visible in Outlook.
How often does Outlook sync with Base?
Base syncs with Outlook every 15 minutes. Any changes in Outlook are immediately visible in Base.
Are custom fields synced?
Yes, custom contact fields from Base will be added to Outlook and vice versa.
Are attachments supported?
At this time, file attachments are not displayed in Base when emails are added via the plugin, but if you enable the full email sync, you will see email attachments.
What happens if I have the same contact in Outlook and Base, will they be merged?
Yes, if there is a contact in both Base and Outlook with the same email address, we will merge these contacts together to prevent duplicates.
Why am I seeing duplicates in Base?
We typically recommend to turn the integration off after initial uploading of your Outlook Contacts. Also, please ensure you do not have the Outlook integration AND Exchange integration both enabled.
Can I use the Outlook Plugin alongside the Email Integration?
No. We recommend enabling the Email Integration as your primary solution for syncing emails to Base. The Email Integration has the same functionality as the Outlook Plugin and much more; additionally, having both enabled simultaneously can create risk for sync issues in Base.
How to uninstall the Base Plugin for Outlook
Then you'll need to go to Add and Remove Programs in the Windows Settings and uninstall Base. This will fully remove the Base Outlook Plugin from the machine.