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Mail add-ons
The mail add-ons to Outlook and Gmail (through a Chrome extension) allows for the user to easily save contact persons and notes in Lime CRM direct from e-mail conversations.
Features
A brief summary of what mail add-ons can do for you:
- Save e-mail conversations from Outlook/Gmail 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.
Technical
The mail add-ins are installed as either:
- Chrome extension for Gmail or
- 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 to Outlook is installed in one place and available through Outlook desktop client, web client and iOS app (if using Office 365).