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addons:mail-addons:start [2020-01-17 10:50]
Adam Holmgren 		addons:mail-addons:start [2020-04-15 06:37]
Magnus Fagerlund
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 ====== Mail add-ons ====== ====== Mail add-ons ======
-The mail add-ons to Outlook allows for the user to easily save contact persons and notes in Lime CRM direct from e-mail conversations. +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). 
  
 ===== Features ===== ===== Features =====
-A brief summary of what mail add-ons can do for you: 
  
-  * Save e-mail conversations from Outlook to Lime CRM as notes.+**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. 
 +  * 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.   * 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 a person from an e-mail conversation if the person doesn't exist in Lime CRM.
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 ===== Technical ===== ===== Technical =====
-The mail add-ins are installed as: +The Outlook add-in is using Outlook REST API and/or Exchange Web Services (EWS)
-  * Outlook add-in using Outlook REST API and/or Exchange Web Services (EWS)+
  
-The add-in connects to a hosted service on Lundalogik servers and saves the information in Lime CRM using Lime CRM REST API for accessing the Lime CRM database. +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 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.
    
 ===== More info ===== ===== More info =====
  • Last modified: 3 years ago
  • by Gustav Stigestadh