Cardin for Outlook
door Cardinsoft
Bring relevant contact info from your favourite CRM platforms or workflow tools directly to Outlook
Cardin for Outlook is a sideloading single-page Add-in for Outlook client bringing together info from multiple data sources such as CRM systems and workflows without you ever needing to get out of the comfort of your inbox!
The extension uses the From: field of the selected email in your inbox to search and display related records such as contacts, accounts, cases and more, containing that email address from cloud applications (e.g. CRM, accounting, etc.),
enabling you to quickly see if person who sent you an email is in one or more of your cloud apps and what info is associated with it.
A deep link to the cloud app record is also provided so with one click you can launch a browser window of your cloud app and edit the corresponding record in it directly.
Our goal is to save you time, freeing you from email hell one message at a time!
Cardin just launched in June and currently supports the following integrations:
1CRM
- contact info and pending activities display (contact creation and edit features in 1CRM)
Close
- full lead and contact info display (tasks, opportunities, activities, deals included)
- lead custom fields display
- lead and contact creation and editing in Add-in
Less Annoying CRM
- contact info display
- contact creation and editing in Add-in
- basic pipeline reporting
Pipedrive
- full contact info display (deals and activities included)
- person custom fields display
Webhook
- builder for custom connections to cloud apps via workflow platforms
We’re just getting started and plan on building integrations with a wide range of your favourite cloud apps.
We would love to hear from you at support@cardinsoft.com if you find any bugs, have ideas for features that would make Cardin better, or have suggestions on specific cloud apps you’d like us to add!
Cardin is free to use. At some point we will add a paid premium version with advanced features to pay the bills, but our plan is to keep the basic service free indefinitely.
Requirements
Accounts for any of the available integrations:
1CRM, Close, Less Annoying CRM or Pipedrive
Mogelijkheden van invoegtoepassing
- Gegevens via internet verzenden
- Met deze invoegtoepassing kan persoonlijke informatie in het actieve bericht, zoals de hoofdtekst, het onderwerp, de afzender, ontvangers of bijlagegegevens, worden geopend en gewijzigd. Deze gegevens kunnen met de invoegtoepassing naar een externe service worden verzonden. Andere items in uw postvak kunnen niet worden gelezen of gewijzigd.