El Outlook add-in for Creatio allows you to process and connect Outlook emails to Creatio records, including contact, account, opportunity, and case records linked to emails. You can integrate your CRM into MS Outlook and view Creatio information while checking or sending emails.
Organize your history records, access a 360 view of your contacts, update opportunities or Service Cases or open the record in Creatio with just one Click.
With the Outlook add-in, you'll improve your interactions with customers and prospects, increase your productivity, and get better results with less effort.
Sync your calendar, check if an email has already been stored in CRM, link emails to Cases or Opportunities, add new leads easily, enrich contact information by dragging and dropping the email signature.
You and your team will access valuable information from your CRM, depending on your role, facilitating the adoption of current and new users.
Work smarter from your email app!
STEP 1: Gather the necessary information
To get started with the Gmail add-on for Creatio™, you'll need a few key pieces of information:
– A usage key.
– The URL of your Creatio platform.
– Your platform username and password.
Once you have this information, you're ready to start setting up the connector and accessing your business data in real time.
STEP 2: Install the connector
Install the connector to your Gmail account from Google Marketplace.
STEP 3: Grant the connector access to your Google account
Gmail requires that you give a third party access to access and read your emails.
STEP 4: Connect your Google account
Your Google account is used to store all instances of Creatio.
STEP 5: Fill in the information
Enter the credentials collected in the previous step:
Remember that the URL must have the “https://” property.
You can test the connection before adding it.
STEP 6: Use the connector
Open any email to start using the connector and all relevant information will be available.
• Price: $12 / year.
• Minimum subscription: 10 licenses/year.
Note: The price does not include Google subscription. An active Google Gmail account is required to use this connector.
