Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Installation & Launch
1.2. Installation & Launch
Installation
To install the Rubi CRM Plugin within Outlook, click More Apps from the ribbon, which falls under the Add-Ins section. From there, click Add apps.
Search for Rubi CRM Plugin in the Microsoft Store. Once located, open the app and click Add.
This will add the Rubi CRM Plugin as an Add-In to your Outlook account.
Launch
If you have the Rubi CRM Plugin app installed on your Outlook account, you will be able to launch it by following the instructions.
1. Open Outlook (Windows or Web).
2. Open any email message - you can use messages from any folder (Inbox, Sent Items, or others).
3. On the ribbon, select RubiCRM → the task pane appears on the right side.
4. If prompted, sign in with your RubiCRM account (Login Credentials).
5. The add-in is now active for that message.