There are requirements before you can use Collabspot Connect for Office365


The primary requirement is to signup for a collabspot account. To sign-up, your admin or colleague, who already has an organization in Collabspot needs to invite you first. 


Collabspot will create an organization for each new user that signs up without an invite link, even if the users share the same email address domain.

To avoid this, we recommend that an admin of the organization, usually the one who first signed up for the service, sends an invitation link to other members of his/her team. This way, when the other members sign up via the invitation link, they will automatically be included in the primary organization. The admin can do this from the Users menu in the Collabspot portal page.



If you're signing up for individual use or as the first user in your organization, please follow the steps mentioned below:


1. Click this link or go to www.collabspot.com and select CRM in Office365 on one of the options


2. Click 
Sign Up For A Free Trial




3. The page will redirect to Collabspot Connect Portal


4. Click Office 365 "blue" button




5. Enter the email address of your office365 account to use for signing in.


6. Click Sign in button.




7. Fill-out the form and select either as only 1 salesperson (user) for individual use or you may select other options in the menu depending on the size of your organization.





8. After clicking the SIGN UP button, please wait for a couple of minutes while Collabspot is preparing your organization.


9. The welcome dashboard will load by default.




To get started with Collabspot Connect Add-in, select GET STARTED from Mailbox Integration or go to this link for detailed instructions on how to Install Collabspot Connect.