Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Create a contact

1.5. Create a contact

The Rubi CRM Plugin lets you create new contacts directly from Outlook - no need to navigate to the main CRM system.

1. Check for Existing Contact

If the email address in the email does not match an existing CRM contact, the task pane will display:
“No contact found in RubiCRM for <email address>”

 

2. Create a New Contact

• • Click Create New Contact to open the contact form.

  • Company Name: Use the type-ahead field to select an existing company, or enable New Primary Record to enter a new company manually.

  • Fill in all required fields and click OK to save.

 

3. Confirmation

If the contact is successfully created, you will see: “Contact successfully created”. The view will then return automatically to the Menu Dashboard Panel.