0
0 (0 ratings)

Outlook add-on for Creatio

Add-on for Outlook that embeds part of the functionality of Creatio into Microsoft Outlook®
Connector
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Outlook add-on for Creatio able users to processes emails and connects them to Creatio Contacts, Accounts, Opportunities and Tickets records linked to e-mails without having to leave Outlook. 

    Use cases:

    Within a panel into Outlook this add-on enables you to access your most important Creatio information and functionality. Connect received and send emails with Contacts and Accounts records in Creatio. 

    Key features:

    • Easy setup autoconfigurable
    • Connect emails with Creatio Contacts, Accounts, Tickets and Opportunities. The email address will be considered the key field to search for existing information
    • 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.
    • You can also 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.
    • Integrate with Microsoft Outlook 2010 and newer desktop versions
    Support conditions

    Support for installation is provided by email. 11am - 10pm (GMT 0.00) Business days

    Price
    Outlook add-on for Creatio, basic edition cloud / on-site subscription
    $ 24
    user / year
    • ACCELERATE Global Promotion for Basic Edition - 2 initial months free
    • Minimal amount of subscription $240 / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.14 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework

    Microsoft Outlook 2010 and or newer versions.

    Guides and manuals

    Please contact the solution developer BGlobal Solutions to receive properly installation files and instructions to use.

    Leave your feedback about the solution to its developer and Marketplace team