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.
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.
- 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.
- Works with Cloud and On Premise versions of Creatio.
- Integrate with Microsoft Outlook 2010 and newer desktop versions
Price and support
Support for installation is provided by email. 11am - 10pm (GMT 0.00) Business days
- ACCELERATE Global Promotion for Basic Edition - 2 initial months free
- Minimal amount of subscription $240 / year
Microsoft Outlook 2010 and or newer versions.
Please contact the solution developer BGlobal Solutions to receive properly installation files and instructions to use.