Setup Outlook Integration (Extension) & Bind your accounts

Introduction

Captain! I see you're ready to conquer the data seas. Let me be your guide through the simple steps to set up your Outlook Integration in Captain Data. Plus, I'll help you create the crucial link between your Outlook and LinkedIn accounts.

Ready to embark on this journey together?

Instructions

1. Create a personal email Outlook account OR simply login on https://login.live.com using your Gmail or any personal email you might have (even your @companydomain account)
   

   Please Note that:

   ✅ It works with a personal email (as, @gmail.com, @companydomain.com) and only if you log in on https://login.live.com/

   ❌ It won't work with https://login.microsoftonline.com/ (enterprise)
   
   

2. Connect your Outlook Account on Captain Data, here & Make the binding between the Outlook and LinkedIn accounts, following the guide flow below:
   
   *Ensure that the Captain Data extension is activated and that you are logged into your LinkedIn & Outlook Account within the same Chrome session.
   
   
   
   You should see the LinkedIn Tab on your Outlook Contacts, like this: (e.g. for Marc Francis)
   
   
   
   

3. Check if your Microsoft is correctly linked to your LinkedIn account: https://www.linkedin.com/mypreferences/d/connected-microsoft-accounts
   
   
   

4. Wait at least for 2/3 days and complete all the necessary security verifications for your Outlook account. To complete the account verification process, you'll likely need to add a phone number and send a few emails.
   
   
   THEN,
   
   
5. Verify that you have connected your LinkedIn Integration
   
   
6. Launch an Outlook Workflow
   
   
7. Get your data! 🚀

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⚠️ Important information for new binds or new accounts

Once your Outlook account had been connected to your LinkedIn account like in the tutorial, please wait 2/3 days for the bind to be completely processed and then refresh the account here.

Check on the link below, if your Microsoft is correctly linked to your LinkedIn account:

https://www.linkedin.com/mypreferences/d/connected-microsoft-accounts 

• You have been disconnected because you made too many requests: stick to no more than 100 requests per day
• Your account is too recent; you should at least send a few emails
• You're also supposed to verify your account the first time you send an email, make sure to go through this step

Other article that might interest you: Enrich your CRM emails with Outlook & LinkedIn (people & company data)