Mail add-ons¶
The mail add-ons to Outlook and Gmail allows for the user to easily save contact persons and notes in Lime CRM direct from e-mail conversations and also save and synchronize calendar appointments as todos (Outlook only).
Features¶
Outlook¶
A brief summary of what the Outlook mail add-on can do for you:
- Save e-mail conversations to Lime CRM as notes.
- Connect the e-mail conversation to a person, company and deal in Lime CRM.
- Create a person from an e-mail conversation if the person doesn't exist in Lime CRM.
- Create follow-up tasks from an e-mail conversation for better follow-up of your important e-mails.
- Save e-mail conversations as .eml-files for archiving purpose.
- Save attachments as separate documents in Lime CRM directly from the e-mail.
- Save calendar appointments as todos. Note! Not supported through the iPhone/Android Outlook application due to limitations from Microsoft!
- Synchronize saved calendar appointments from Outlook to connected todo in Lime CRM (requires Office 365 account).
Gmail¶
A brief summary of what the Gmail add-on can do for you:
- Save e-mail conversations to Lime CRM as notes.
- Connect the e-mail conversation to a person, company and deal in Lime CRM.
- Create a person from an e-mail conversation if the person doesn't exist in Lime CRM.
- Create follow-up tasks from an e-mail conversation for better follow-up of your important e-mails.
- Save e-mail conversations as .eml-files for archiving purpose.
- Save attachments as separate documents in Lime CRM directly from the e-mail.