Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Opening the email

1.4. Opening the email

When you open an email in Outlook, the Rubi CRM Plugin will try to match the sender with a contact in your CRM system. There are 3 different scenarios.

 

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Scenario 1: Match Found

• The contact’s details are displayed.

• The Menu Dashboard Panel provides three main actions:

  1. Log an Interaction – Opens the interaction form.

  2. Log a Quick Interaction – Quickly logs an interaction using default settings.

  3. Create Sales Pipeline – Opens the sales pipeline form.

 

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Scenario 2: No Match Found

• You are given the option to create a new contact.

• Click Create Contact to open the contact form.

• The form is prefilled with the email address. Enter:

  • Company Name (type-ahead to select existing or enable New Primary Company to create a new one)

  • Any required fields

• Click OK to save.

• Confirmation: “Contact successfully created”

• The task pane returns to the Menu Dashboard Panel.

 

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Scenario 3: Mixed Recipients (Some Contacts Exist, Some Don’t)

• The task pane displays a contact selector dropdown for existing RubiCRM contacts.

• A banner appears: “Some recipients do not exist in RubiCRM”

• Click the banner → a dialogue lists email addresses not found in RubiCRM.

• Select an address and click Create to open the Create Contact form.

• The form is prefilled with the selected email. Enter company information and click OK to save.

• Confirmation: “Contact successfully created”

• The task pane returns to the updated Menu Dashboard Panel.