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SmartCloud Connect for bpm'online

BPMONLINE DISTRIBUTION LIMITED
Office365 and Outlook integration for bpm'online

Office Add-In for Outlook 2013+ and Office 365 that brings the power of bpm'online to your mailbox and calendar (including compose forms). Requires NO special user effort to get enabled. Anyone with bpm'online and Office 365 (Outlook 2013+) accounts can enable it without involving admins.

Instantly view bpm'online insight of email or calendar event: Get contacts, leads, associated accounts, opportunities, cases, planned tasks and events and more

L​ink emails and calendar items to any object in bpm'online (Contacts, Accounts, Leads, Opps, etc)

Share emails and events (including attachments) to CRM: no needless “save-open-attach” - do it in one click

Create new Contacts and Leads in one click

Quickly create any other record in bpm'online: app pre-fills forms, making adding of new records a matter of just few clicks

Search and process any bpm'online record within your mailbox.

SmartCloud Connect supports all bpm'online 7.7+ (including Sales, Service and Marketing editions), Outlook 2013+, Office 365 on any device and browser. Even for Mac and iPhone!

Note, that Outlook Web App when accessing with Internet Explorer 9 (or lower) and Outlook Client on Windows 7 with Internet Explorer 9 (or lower) are not supported.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
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