Setup Atlas CRM in Outlook

Atlas CRM integrates with Microsoft Outlook. This is a step by step guide how to setup the connection to your Atlas CRM instance.

Atlas CRM is a CRM for Atlassian's Jira and Confluence. You need to have Atlas CRM for Jira or Confluence installed on your Atlassian instance before you can setup the integration with Outlook.

1. Get a (free) Atlassian Jira instance

Navigate to https://www.atlassian.com/try/cloud/signup and sign up for an Atlassian Jira account.

2. Install Atlas CRM on your Jira instance.

Navigate to your Jira instance and follow these steps

1. From the menu bar, choose Apps > Explore more apps

2. Search for the app "Atlas CRM - Customers and Sales in Jira"

3. Install Atlas CRM by clicking the "Try it free" button

4. When the app is installed, navigate to Atlas CRM by clicking the "Get started" button.

3. Connect the Outlook Add-in to your Atlas CRM installation

Now that you have Atlas CRM installed in your Jira environment, we can connect it to the Outlook add-in.

The first time you open the Outlook add-in, you will be asked to fill in your Atlassian instance URL (Created in step 1).

Setup

Acknowledge the connection to the Outlook add-in, and you're all done!