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).

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.
  • Last modified: 8 months ago
  • by Magnus Fagerlund