Mail add-ons

The mail add-ons to Outlook and Gmail allows for the user to easily save contact persons and notes in Lime CRM direct from e-mail conversations and also save and synchronize calendar appointments as todos (Outlook only).

NEW DOCUMENTATION: https://lime-mail-addin.readthedocs-hosted.com/en/latest/

Outlook

A brief summary of what the Outlook mail add-on can do for you:

• Save e-mail conversations to Lime CRM as notes.
• Connect the e-mail conversation to a person, company and deal in Lime CRM.
• Create a person from an e-mail conversation if the person doesn't exist in Lime CRM.
• Create follow-up tasks from an e-mail conversation for better follow-up of your important e-mails.
• Save e-mail conversations as .eml-files for archiving purpose.
• Save attachments as separate documents in Lime CRM directly from the e-mail.
• Save calendar appointments as todos. OBS! Not supported through the iPhone/Android Outlook application due to limitations from Microsoft!
• Synchronize saved calendar appointments from Outlook to connected todo in Lime CRM (requires Office 365 account).

Gmail

A brief summary of what the Gmail add-on can do for you:

• Save e-mail conversations to Lime CRM as notes.
• Connect the e-mail conversation to a person, company and deal in Lime CRM.
• Create a person from an e-mail conversation if the person doesn't exist in Lime CRM.
• Create follow-up tasks from an e-mail conversation for better follow-up of your important e-mails.
• Save e-mail conversations as .eml-files for archiving purpose.
• Save attachments as separate documents in Lime CRM directly from the e-mail.

Outlook

• The Outlook add-in is installed using Microsofts web-platform and is using Outlook REST API and/or Exchange Web Services (EWS) to fetch data from e-mail messages/calendar appointments.
• The add-in connects to a hosted service on Lime Tech servers and saves the information in Lime CRM using Lime CRM REST API for accessing the Lime CRM database.
• The add-in to Outlook is installed in one place and available through Outlook desktop client, web client and iOS app (if using Office 365).
• The synchronization of saved calendar appointments to Lime CRM uses Office 365 webhooks.

Gmail

• The Gmail add-on is installed through Gsuite Marketplace and is built using Google Appscript.
• The add-on is installed in the users Gmail account and available through in Gmail regardless of browser.
• The add-on connects to a hosted service on Lime Tech servers and saves the information in Lime CRM using Lime CRM REST API for accessing the Lime CRM database.

• Requirements
• Installation
• User guide
• FAQ/Troubleshooting