How to use Affinity's Outlook Add-in

Once you've downloaded the Affinity for Outlook Add-in (see How to download Affinity's Outlook Add-in), you can start taking Affinity-related actions directly in your inbox.

Note: The video below mentions that Outlook users with single sign-on (SSO) will not be able to use the add-in. As of December 1, 2020, Outlook users with SSO can now use the add-in as well.

Actions you can take on Affinity for Outlook

1. Click open any email thread, and Affinity for Outlook will appear on the right-side.
   
   
   Note: If you're on the new Outlook experience, click on the ellipsis (next to the Sync button) to access Affinity for Outlook.
   
   
   
2. Click directly on the contact's name to quickly access their profile page in Affinity.
   
   
   
3. Otherwise, click around the name to see the additional actions below.
   
   1. Click Add to List to add the contact to a list.
   2. Click Add Note to attach a note to the contact.
   3. Click Actions to either Attach files or Save email thread as a note and attach it to the contact.
      
      
      

Current Limitations

The following below are current limitations. Rest assured that we are taking this feedback into consideration as we improve the Outlook add-in over time.

• You cannot search for any contacts using the Outlook add-in.
• You cannot create any new contact (i.e. people, organizations, or opportunities) using the Outlook add-in.
• Any status changes made within the Outlook add-in will not trigger any required fields set up by status triggers.
• Opportunities that people and organizations are associated with will not be surfaced.