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.

A brief summary of what mail add-ons can do for you:

• Save e-mail conversations from Outlook 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.

The Outlook add-in are installed 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).

• Requirements
• Installation
• User guide
• FAQ/Troubleshooting