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.
• 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.

The Outlook add-in is using Outlook REST API and/or Exchange Web Services (EWS)

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.

• Requirements
• Installation
• User guide
• FAQ/Troubleshooting