Outlook Add-on for Creatio allows you to process and connect emails from Outlook to Creatio records, including Contacts, Accounts, Opportunities and Cases records linked to emails. You can embed your CRM in MS Outlook, viewing Creatio information while you review or send emails.
Organize your history records, access the 360 view of your contacts, update opportunities or Service Cases or open the record in Creatio with just one Click.
With Outlook Add-on, you will improve your interactions with customers and prospects, increase your productivity, and get better results with less effort.
Synchronize 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 droping the email signature.
You and your team will access valuable information from your CRM, according to your role, facilitating the adoption of current and new users.
Work smarter from your email app!
Before installation make sure that:
– All system requirements are met.
– You are logged in as an Administrator.
– Ms Outlook is closed.
INSTALLATION STEPS
STEP 1:
Run the Setup.exe program from the Setup 32 or Setup 64 folder in the installation file (you should select the right folder depending if your Outlook version is 32 or 64 bits).
STEP 2:
Keep the default options or change any configuration and click Next.
STEP 3:
Click on Finish and Open Microsoft Outlook.
GETTING STARTED
Open your desktop Outlook application and Navigate to the Home tab, where you will see the Creatio CRM Panel.
STEP 1: Connect Outlook to Creatio Instance
Click on Configuration in the Creatio CRM Panel.
STEP 2: Complete the Creatio Instance URL Information and your Credentials
Complete the Creatio instance URL information as well as your Credentials to access your Creatio instance. You can test your connection by clicking on the Test Connection button, where the following pop-up message should display if the information above is correct.
STEP 3: Use the Connector
Click on Apply. Now you are ready to use Outlook Add-on for Creatio. Enjoy it!
• Price: $24 user / year.
• Minimum Subscription: 10 users / year.
