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addons:mail-addons:start [2020-01-17 10:51] Adam Holmgren |
addons:mail-addons:start [2020-06-11 07:42] 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 |
===== Features ===== | ===== Features ===== | ||
- | A brief summary of what mail add-ons can do for you: | ||
- | | + | **Outlook** |
+ | |||
+ | A brief summary of what the Outlook mail add-on can do for you: | ||
+ | |||
+ | | ||
* 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' | * Create a person from an e-mail conversation if the person doesn' | ||
Line 11: | Line 14: | ||
* Save e-mail conversations as .eml-files for archiving purpose. | * Save e-mail conversations as .eml-files for archiving purpose. | ||
* Save attachments as separate documents in Lime CRM directly from the e-mail. | * Save attachments as separate documents in Lime CRM directly from the e-mail. | ||
+ | * Save calendar appointments as todos. **OBS! Not yet supported when using the iPhone Outlook application!** | ||
+ | * Synchronize saved calendar appointments from Outlook to connected todo in Lime CRM (requires Office 365 account). | ||
- | ===== Technical ===== | + | **Gmail** |
- | The Outlook add-in are installed using Outlook REST API and/or Exchange Web Services (EWS) | + | |
- | The add-in connects to a hosted service | + | A brief summary of what the Gmail add-on |
- | 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). | + | * 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' | ||
+ | * 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. | ||
+ | |||
+ | ===== Technical ===== | ||
+ | **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/ | ||
+ | * 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. | ||
+ | |||
===== More info ===== | ===== More info ===== | ||
* [[addons: | * [[addons: |