weclapp
by Cloudkasten
Save Outlook emails to weclapp CRM. Requires active weclapp ERP subscription.
weclapp Email Sync seamlessly integrates your Outlook inbox with weclapp ERP/CRM, enabling comprehensive customer communication tracking directly from your email client.
⚠️ IMPORTANT REQUIREMENT:
This add-in requires an active weclapp ERP subscription. weclapp is a cloud-based ERP system (https://www.weclapp.com). You must have valid weclapp credentials to use this add-in.
KEY FEATURES:
• Save emails directly to weclapp contacts, customers, or leads
• Link emails to sales orders, quotations, tickets, and opportunities
• Create new tickets or opportunities from incoming emails
• Add weclapp contacts as email recipients (To, CC, BCC)
• Search and find any weclapp record from your inbox
• Works on desktop, web, and mobile Outlook
HOW IT WORKS:
1. Open any email in Outlook
2. Click "Save to weclapp" in the ribbon
3. Select the contact or record to link
4. Your email is saved in weclapp with full history
SUPPORTED WECLAPP RECORDS:
- Contacts & Customers
- Projects & Campaigns
- Sales Orders & Quotations
- Tickets & Opportunities
- Leads
REQUIREMENTS:
- Active weclapp ERP/CRM subscription (https://www.weclapp.com)
- weclapp Cloud or weclappON (self-hosted) instance
- Microsoft 365 or Outlook.com account
- weclapp Email Sync subscription from erp-plugins.io
ABOUT WECLAPP:
weclapp is a German cloud ERP system that combines CRM, project management, merchandise management, and financial accounting in one solution. This add-in connects your Outlook email directly to your weclapp data.
Get started today and never lose track of customer communication!
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.