Setup Atlas CRM in Outlook
Last updated
Last updated
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.
Navigate to https://www.atlassian.com/try/cloud/signup and sign up for an Atlassian Jira account.
Navigate to your Jira instance and follow these steps
From the menu bar, choose Apps > Explore more apps
Search for the app "Atlas CRM - Customers and Sales in Jira"
Install Atlas CRM by clicking the "Try it free" button
When the app is installed, navigate to Atlas CRM by clicking the "Get started" button.
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).
Acknowledge the connection to the Outlook add-in, and you're all done!
