Outlook Add-on for Creatio

Outlook add-on for Creatio allows users to process and connect emails from Outlook to Creatio records, including Contacts, Accounts, Opportunities and Cases records linked to e-mails. 

Use cases:

• Add New Contact and/or Account to Creatio. 
• Link inbound emails to the From contact or any CC'd contact
• Link email to a specific Case or Opportunity linked to any contact or account included in the email. 
• Send an email and automatically link it to the destination Contact in Creatio. 
• Link multiple emails in just one action to the main contact, based on the From Address (in the Inbox) or the To address (in the Sent folder)
• Create a Case based on an email sent. 

Standard Key features:

• Easy setup 
• Connect emails with Creatio Contacts, Accounts, Cases and Opportunities. Email addresses will be considered the key field to search for existing contact records.
• Send and receive emails and associate them to Contact History in Creatio for all Contacts included in an email (To, From, CC, CCO).
• Click on the selected email in MS Outlook and open a linked Contact, Account, Opportunity or Ticket in Creatio.
• Create a new Contact or Account into Creatio or add a contact to an existing Account.

Notes:

• Works with Cloud and On Premise versions of Creatio.
• Available for Microsoft Outlook 2010+ desktop versions, including Office 365.