Overview
Wingmate’s Outlook add-in allows users to seamlessly connect their email workflow with Wingmate’s CRM.
With the Outlook add-in, users can manage and track client communication directly within Outlook, without switching between platforms.
With Wingmate for Outlook, you can:
Automatically track outbound email communication to your clients as soon as it is sent
Manually log inbound emails into Wingmate with a single click
View recent lead activities and updates through the Wingmate task pane inside Outlook
This integration helps ensure that all communication is captured and visible in your sales pipeline.
What types of email accounts are supported?
Not all Outlook accounts support add-ins in the same way. The ability to install and use the Wingmate Outlook add-in depends on whether your account is connected to a Microsoft organization.
Supported Account Types
| Email Account Type | Supported | Notes |
|---|---|---|
| Microsoft 365 (Work / School Account) | ✅ Supported | Fully supported. Recommended setup. |
| Outlook connected to a Microsoft Organization | ✅ Supported | Admin permissions may be required for installation. |
| Personal Outlook account (e.g. @outlook.com, @hotmail.com) | ⚠️ Partially Supported | Requires manual installation. Some features may be limited depending on environment. |
| Gmail / Non-Microsoft email via Outlook client | ❌ Not Supported | Add-in requires Microsoft-based account environment. |
Getting Started
Follow the appropriate guide depending on your account type:
If your Outlook account is connected to a Microsoft Organization:
👉 Wingmate for Outlook: Installation & Getting Started
If your Outlook account is NOT connected to a Microsoft Organization (Personal Account):
👉 Wingmate for Outlook: How to Install the Add-In with a Personal Outlook Account
Tips & Best Practices
- Use a Work/Organization account which provides the most stable experience when possible
- Confirm add-in permissions as some organizations restrict add-in installations
- Ensure emails match contacts in Wingmate and your leads/contacts are properly set up
- Use the latest version of Outlook (Web or Desktop) as older versions may not fully support add-ins
Common Issues
Add-in not appearing → Check account type and permissions
Unable to install → Likely restricted by organization admin
Emails not syncing → Verify contact exists in Wingmate