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Integrating Pega Sales Automation with Microsoft Outlook

Updated on February 14, 2019

Integrating Pega Sales Automation with Microsoft Outlook


Pega Sales Automation integrates seamlessly with Microsoft Outlook through the use of an add-in that provides a Sales Automation side panel. The add-in allows users to send email and track conversations related to their sales from within Outlook.

Sales managers and sales representatives can improve overall productivity by managing Sales Automation-related information — including contacts, leads, and opportunities — from the Pega Sales Automation Side Panel within Microsoft Outlook.


The Pega Sales Automation Side Panel comes as a Pega 7 portal that is embedded into Outlook. The side panel gives you the ability to access your Sales Automation data from within Outlook and provides context-related information based on the messages you are reading.

  • To install the add-in, browse the installation media to locate the file Install/Optional/PegaSalesAutomationOutlook2010AddIn.
  • For more information, refer to the Pega Sales Automation 7.14 Integrating Outlook tech note, available from the Pega Sales Automation product page.

When the Pega Sales Automation Outlook 2010 add-in has been installed, the Pega Side Panel is listed under the Outlook Add-Ins tab.


This video, Using Pega Sales Automation with Microsoft Outlook, provides an overview of the features available with the Pega Sales automation Outlook 2010 add-in. The features include:

  • Render Pega Sales Automation data in Outlook
  • Synchronize Outlook data with Pega Sales Automation
  • Create Pega Sales Automation work objects from Outlook
  • Search Sales Automation data from Outlook
  • Synchronize Outlook Calendar appointments with Pega Sales Automation
  • Use a Pega Sales Automation Email Listener mailbox



System Architect Data Integration

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