Outlook connector for Creatio

Outlook Connector for Creatio quickly processes emails and connects them to a variety of Creatio records without having to leave Outlook. Manage your mail within Outlook and open the specific records you need, when you need to access them directly in Creatio.

Use cases:

This Add-in for Microsoft Outlook allows users to sign into their Creatio instance and connect their emails to Creatio objects without having to leave Outlook. Emails can be linked from within Outlook to Creatio Contacts, Accounts, Leads, Opportunities, and Cases, so that integration happens effortlessly while focusing on the task at hand.

Outlook Connector for Creatio, plus edition has all the features mentioned above PLUS the ability to CREATE new Creatio Accounts, Contacts, Leads, Opportunities, Tasks and Cases from within Outlook.

Key features:

• quick and simple set up;
• integrate emails with Creatio Contacts, Accounts, Leads, Opportunities, Tasks and Cases;
• search and filter functions to swiftly find the record(s) you want to link to;
• from within Outlook, open a linked email in Creatio using your default browser;
• from within Outlook, open a linked Contact, Account, Lead, Opportunity or Case in Creatio using your default browser.
• Outlook Connector for Creatio, plus edition includes the ability to CREATE a Creatio Account, Contact, Lead, Opportunity, Task and Case from within Outlook.

Notes:

• Integrate with Microsoft Outlook 2013, 2016 or 2019.
• Works with Cloud and SaaS versions of Creatio.
• For integration with Creatio objects not listed above (such as custom objects), contact Kewl Consulting directly at support@kewlconsulting.com for custom pricing and details.