Outlook Add-in

Outlook Add-in for CRM
Integration & Email Automation

Stop copying emails to your CRM manually. MailGovern's Outlook add-in automatically syncs, classifies, and routes emails to Salesforce, HubSpot, or any system — with a one-click sidebar for manual overrides.

30%

of a sales rep's time is spent on manual data entry

23%

of CRM data is inaccurate due to manual processes

5hrs

per week wasted copying emails to external systems

From install to automation in 3 steps.

No development. No per-user setup. No desktop software.

01

Install from Microsoft AppSource

One-click install for your entire organization via Microsoft 365 admin console. No per-user setup, no desktop software.

Microsoft AppSourceCentralized DeployZero IT Overhead
02

Configure Automation Rules

Use MailGovern's visual rule builder to define which emails should be classified, forwarded, or synced — and where they should go.

Visual BuilderAI ClassificationRule Engine
03

Automate + Manual Override

Rules run automatically in the background. For manual actions, use the Outlook sidebar add-in to one-click save, tag, or forward specific emails.

Auto + ManualSidebar WidgetOne-Click Actions

Automated rules + manual control.

The best of both worlds — background automation with a sidebar for manual actions.

Automated Email-to-CRM Sync

Emails matching your rules are automatically synced to your CRM — no manual action needed.

One-Click Manual Save

When automation doesn't apply, use the Outlook sidebar to manually save any email to your CRM with one click.

AI-Powered Classification

MailGovern classifies emails as leads, support tickets, invoices, or custom categories — then routes them accordingly.

Auto-Forward & Route

Forward specific emails to external systems, team members, or webhook endpoints based on classification rules.

Organization-Wide Deployment

Deploy via Microsoft 365 admin consent. Works across every user in your Exchange Online tenant automatically.

Full Audit Trail

Every synced, forwarded, and classified email is logged. Complete audit trail for compliance and transparency.

Works with any CRM or external system.

Sync classified emails to Salesforce, HubSpot, Pipedrive, or any tool via webhook.

Salesforce

Auto-log emails to Leads, Contacts, and Opportunities. Map MailGovern classifications to Salesforce record types.

HubSpot

Push email activity into HubSpot deals and contacts. Create tasks from classified emails automatically.

Pipedrive

Sync email intelligence directly into your Pipedrive pipeline. Auto-move deals based on email classification.

Zoho CRM

Two-way sync between MailGovern and Zoho modules. Auto-create records from classified emails.

Custom System

Use webhooks and REST APIs to push classified emails to any internal system, ERP, or custom application.

Built for organizations, not individuals.

Unlike simple Outlook add-ins that work per-user, MailGovern deploys across your entire Microsoft 365 tenant with admin consent. Apply rules organization-wide, monitor all users from a single dashboard, and maintain complete audit trails.

Admin Consent Deploy

One-click deployment for all users via Microsoft 365 admin consent.

Organization-Wide Rules

Define rules once, apply everywhere. No per-user configuration.

Complete Audit Trail

Every action logged. Full compliance reporting for regulated industries.

Talk to Enterprise Team

Stop copying emails to your CRM.

MailGovern automates it. Book a demo to see how the Outlook add-in syncs, classifies, and routes emails — automatically.

Works with Exchange Online · Microsoft 365 · Outlook Web & Desktop