INTEGRATION PLUG-IN
Kewl Outlook Connector for Creatio
Powerhouse plug-in that seamlessly integrates
Microsoft Outlook and Creatio CRM systems
FEATURES
Save administrative time by leveraging emails more effectively
Our Connector integrates Creatio and Microsoft Outlook so that emails become the easiest part of your day.
This Add-in for Microsoft Outlook allows Creatio users to connect their emails to Creatio objects, such as Leads, Opportunities, Cases, Accounts, etc., without leaving Outlook, or going back and forth between both Outlook and Creatio.
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What you can expect from this Connector
We developed this integration plug-in with the busy professional in mind. Integrate your most-used functions in Microsoft Outlook with Creatio CRM.
FEATURES
Seamlessly connect emails to Creatio Records
Connect your Microsoft Outlook emails to Creatio records without ever leaving Outlook. Less time switching between systems, more time getting work done.
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 includes the ability to CREATE a Creatio Account, Contact, Lead, Opportunity, Task and Case from within Outlook.
Outlook Connector BASIC
$995 USD/year + support
✓ Link to Contacts
✓Link to Accounts
✓Link to Leads
✓Link to Opportunities
✓Link to Cases
✓Connect Emails to Records
✓Create Tasks (Activities)
✓Open Records in Creatio
✓Open Emails in Creatio
✓Mark Emails as Processed
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Outlook Connector PLUS
$1495 USD/year + support
✓ Link to Contacts
✓Link to Accounts
✓Link to Leads
✓Link to Opportunities
✓Link to Cases
✓Connect Emails to Records
✓Create Tasks (Activities)
✓Open Records in Creatio
✓Open Emails in Creatio
✓Mark Emails as Processed
✓Create Contacts
✓Create Accounts
✓Create Leads
✓Create Opportunities
✓Create Cases
✓SSO Supported (Okta, Azure, Google)
SPECIFICATIONS
- Integrate with Microsoft Classic-Outlook Desktop for Windows. Supported Versions 2013, 2016, 2019, 2021, 365 Desktop.
- Works with Creatio Cloud and SaaS versions of all Creatio platforms (Growth, Enterprise, and Unlimited).
- SSO supported (Okta, Azure, and Google) only available in Outlook Connector PLUS
- For integration with Creatio objects not listed (such as custom objects), contact Kewl Consulting directly for custom pricing and details
Get in touch today
Canada
+1 604 261 3188
United States
+1 888 811 9393
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Kewl Consulting Inc.