Ebsta Inbox For Outlook Installation Instructions

The following article will guide you step by step to install Ebsta for Outlook in either the Outlook desktop, Outlook online, or Outlook Mac.

1. Outlook Desktop Client (Windows)

2. Outlook Online (Office 365)

3. Outlook Mac

Installing Ebsta for Outlook Desktop Client (Windows)

  1. Open Outlook desktop.
  2. Select Get Add-ins from the Home tab.
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3. In the Custom add-ins section click + Add a custom add-in and select Add from URL…

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4. Copy and paste the following URL into the popup window https://cdn.ebsta.com/office/production/install/ebsta.xml and click OK.

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5. Click Install to continue. *

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This default message is is displayed when installing an Outlook add-in from a URL. Ebsta only accesses the information within your mailbox for the purpose of delivering our service and does not store any email data. Your information is never shared with a 3rd party. For more information on how Ebsta uses your information, please refer to our privacy policyhttps://www.ebsta.com/privacy-policy/

6. Installation is now complete and you should see the Ebsta add-in added on the page.

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7. In Outlook you will see the Ebsta icon in main Home menu ribbon. Click the the Ebsta icon to open the Ebsta side panel

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8. Click the pin icon at the top of the Ebsta side panel displayed and then click Connect with Salesforce to get started

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Installing Ebsta for Outlook Online (Office 365)

1. Navigate to Outlook Online and login.

2. From the top menu bar, click the gear icon to open Settings and select Manage add-ins.

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3. Select My add-ins from the side menu

4. Click + Add a custom add-in and select Add from URL…

5. Copy and paste the following URL into the popup window https://cdn.ebsta.com/office/production/install/ebsta.xml and click OK.

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6. Click Install to continue. *

image5.png

This default message is is displayed when installing an Outlook add-in from a URL. Ebsta only accesses the information within your mailbox for the purpose of delivering our service and does not store any email data. Your information is never shared with a 3rd party. For more information on how Ebsta uses your information, please refer to our privacy policyhttps://www.ebsta.com/privacy-policy/

7. Installation is now complete and you should see the Ebsta add-in added on the page.

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8. Close Manage Integrations window and open any email in your Outlook Online inbox. You will now see the Ebsta icon. Click the Ebsta icon to open Ebsta for Outlook.

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9. Click Connect with Salesforce and login with your Salesforce credentials to start using Ebsta for Outlook.

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Installing Ebsta for Outlook Mac

  1. Open Outlook Mac.
  2. Select Get Add-ins from the Home tab.
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3. In the Custom add-ins section click + Add a custom add-in and select Add from URL…

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4. Copy and paste the following URL into the popup window https://cdn.ebsta.com/office/production/install/ebsta.xml and click OK.

image11.png

5. Click Install to continue. *

image5.png

This default message is is displayed when installing an Outlook add-in from a URL. Ebsta only accesses the information within your mailbox for the purpose of delivering our service and does not store any email data. Your information is never shared with a 3rd party. For more information on how Ebsta uses your information, please refer to our privacy policyhttps://www.ebsta.com/privacy-policy/

6. Installation is now complete and you should see the Ebsta add-in added on the page.

image4.png

7. In Outlook you will see the Ebsta icon in main Home menu ribbon. Click the the Ebsta icon to open the Ebsta side panel

image6.png

8. Click the pin icon at the top of the Ebsta side panel displayed and then click Connect with Salesforce to get started

image8.png