Practical tools, shaped by client work.
Creatio add‑on: the Outlook Desktop Connector
The Outlook Connector began in implementation work — the same problem solved often enough that a product made more sense. Built, supported and deployed into systems your team already uses.
Enterprise contract approval #408
Sarah Jenkins · Northwind Trading
Sample data. Nothing here is a real customer record.
Kewl Outlook Desktop Connector for Creatio
Classic Outlook on Windows and Creatio, side by side: file a message against the record it belongs to, or start a new record from it.
Two editions, Basic and Plus, each licensed per server for unlimited users. It installs on each Windows machine with nothing to change in Creatio, and Kewl supports it by email and phone.
On the connector’s page
- What it does, in full, with the editions and compatibility
- The Administrator and User guides
- Questions on installing it and on which Outlook it runs in
Built for your workflow, not sold off a shelf
We don’t sell packaged agents. The integration surface differs in every Creatio instance, so a fixed-price agent is either overscoped or wrong.
Configured in Creatio AI Studio
Where the work is CRM-native — triage, routing, summarization, next-best-action — it runs under Creatio’s own approvals, execution monitoring and audit trail.
No second system to license, no second place to look when something goes wrong. AI actions are metered separately by Creatio; we size that with you before you commit.
Built outside, grounded inside
Where it needs a model, a data source or an integration Creatio doesn’t reach, we build it on Google Vertex AI and ground it against your live records.
Every figure the agent states resolves to a record you can open. That constraint is the deliverable.
We tell you which, first
The configure-or-build call comes out of discovery, in writing, with the running cost of each option — before anyone writes anything.
Getting this wrong is the expensive mistake in agent work, and it is a two-week decision, not a two-year one.
What we’re building next
Named because they’re real and underway. We’re not listing slots we haven’t started — if you need one of these for a rollout, tell us and it moves up the queue.
Kewl Outlook Cloud Connector for Creatio
The Desktop Connector’s capabilities, native to cloud-based Outlook.
- Record linking and creation from Outlook on the web and new Outlook
- Single sign-on consistent with the Desktop Connector
Kewl Gmail Connector for Creatio
Google Workspace and Gmail correspondence synced into Creatio.
- Link Gmail threads to Creatio records
- Create Creatio objects from a message in Gmail
Kewl Microsoft Teams + Team Calling Connector
Teams chat and telephony tracked against the CRM record they belong to.
- Client calls logged against the Creatio record automatically
- Internal collaboration notes captured in the system of record
Updated : the Outlook Connector is the one product listed here, and its questions are on its own page. Written against Creatio 10x — if a release since then has moved something on this page, tell us and we will fix it.
Start with a demo
On a copy of your Creatio site, with your own records: the connector, or an agent built for your workflow.