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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.