---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create records and associate emails

# Create a CRM record from Microsoft Outlook {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a new lead or contact record and associate an email to it directly from Microsoft Outlook, enabling you to capture new prospects without leaving your inbox.

## Vorbereitungen

Role required: sn_crm_outlook.crm_outlook_user

## Warum und wann dieser Vorgang ausgeführt wird

When you receive an email from a new prospect or customer who doesn't exist in your CRM, you can create a lead or contact record and associate the email in a single action. The sender's email address and other related
information is automatically populated in the new record.

## Prozedur

1. Open an email in Microsoft Outlook.
2. Load the Microsoft Outlook add-in by selecting ServiceNow CRM for Outlook from the Microsoft Outlook ribbon.
3. **Wahlweise:** If you're logged out, select Log in and enter your credentials.  
   The add-in displays tabs for Leads, Accounts, Contacts, and More (which includes Opportunities).
4. Select a record type from the Create new drop-down menu.

   | Record type | Description |
   | Lead | New lead record for a potential customer who has shown interest but is not yet qualified. For a description of the field values, see [Lead form in ServiceNow CRM for Outlook add-in](https://servicenow-prod.fluidtopics.net/TVGqMZFdZXokJ6WZ_Qqygg "Field descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in."). |
   | Contact | New contact record for an individual associated with an existing or new account. For a description of the field values, see [Contact form in ServiceNow CRM for Outlook add-in](https://servicenow-prod.fluidtopics.net/QyQvEbmleSffCfFveYOPrg "Field descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in."). |
   |-|-|

   {#create-crm-entity-outlook__choicetable_vcn_wjx_h3c}
5. Complete the required fields and any optional fields relevant to your workflow.
6. Select Create and associate.
{#create-crm-entity-outlook__steps_n1k_skw_h3c}

## Ergebnisse

The CRM record is created and the email association is logged, enabling you to continue engagement tracking from either Microsoft Outlook or CSM/FSM Configurable Workspace.

## Nächste Maßnahme

You can view the associated emails if you have the staging_emails_admin role. For more information, see [Track emails linked from Microsoft Outlook](https://servicenow-prod.fluidtopics.net/oyz_o0jkh59wUcCysWVU5A "View emails that have been linked to CRM records using the Microsoft Outlook add-in from the Staged Email [sys_email_staging] table for auditing or troubleshooting.").