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Outlook Add-on for Creatio

Add-In 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 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.

      Pro Functionality

      • Mark emails automatically as Processed once they are linked into Creatio.
      • Tag emails in Outlook with the desired Category, to identify those that have already been linked to Creatio.
      • Create a new case based on a sent email. 

      Notes:

      • Works with Cloud and On Premise versions of Creatio.
      • Available for Microsoft Outlook 2010+ desktop versions, including Office 365.
      Price
      Outlook add-on for Creatio, standard edition cloud / on-site subscription
      $ 24
      user / year
      Outlook add-on for Creatio, Professional edition cloud / on-site subscription
      $ 36
      user / year
      • Minimum Subscription: 10 users.year 
      Pricing does not include taxes and fees (such as VAT) regulated by law.
      The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
      Support conditions

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

      Terms & Conditions

      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