0
1.0.0
Australia, Zurich
Standalone Application
The CRM Outlook Add-in enables sales agents to capture emails efficiently into ServiceNow CRM without leaving Microsoft Outlook.
Email association to CRM entity
- Search CRM records and link emails without switching applications
- Capture and associate emails with CRM entities like leads, contacts, accounts, and opportunities directly from Microsoft Outlook
- Create new leads or contacts from inbound emails with auto‑populated sender details
Initial Release:
- Enable customer engagement directly in the Microsoft Outlook client with seamless CRM context.
- Increase sales productivity by reducing manual effort and context switching between email client and CRM system.
- Access CRM context to perform quick modifications and capture the interactions.
Required plugins and products:
- ServiceNow Add-Ins for Microsoft 365 (com.sn_outlook_addin)
- User Mailbox Integration (com.glide.email.user_mailbox.integration)
- Customer Service (com.sn_customerservice)