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:

Connect your Microsoft Outlook emails to Creatio records without ever leaving Outlook. Less time switching between systems, more time getting work done. 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.

There are two available Outlook Connectors for Creatio:
Outlook Connector for Creatio, basic edition which linkes to Contacts, Accounts, Leads, Opportunities, Cases, connect Emails to Records, create Tasks (Activities), open Records in Creatio, open Emails in Creatio, mark emails as processed.
 

Outlook Connector for Creatio, plus edition has all the features of the basic edition PLUS the ability to CREATE new Creatio Accounts, new Contacts, new Leads, new Opportunities, and new Cases from within Outlook. AND, the Plus edition is SSO supported (Okta, Azure, and Google).

Key features:

• 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 is SSO supported (Okta, Azure and Google), and includes the ability to CREATE a Creatio Account, Contact, Lead, Opportunity, and Case from within Outlook.

Request a Demo:

Schedule a demo here.

Watch a video of the Outlook Connector features and functionality. Learn more.

Notes:

• Integrates with Microsoft Classic-Outlook Desktop for Windows. Supported Versions 2013, 2016, 2019, 2021, and 365 Desktop.
• Works with Cloud and SaaS versions of Creatio.
• SSO supported (Okta, Azure and Google): only available in the Outlook Connector PLUS edition
• For integration with Creatio objects not listed (such as custom objects), contact Kewl Consulting directly at marketplace@kewlconsulting.com for custom pricing and details.