Introduction


Do you need a fast way to capture SuiteCRM records straight from Outlook email? With SuiteCRM Outlook to Anything, extracting data from an email and adding it as CRM records is seamless—wasting less time and increasing productivity.




In this tutorial, we will guide you through setting up SuiteCRM Outlook to Anything and automating the process of creating records from emails. Whether you need to create leads, contacts, or other CRM entries from your inbox directly, this feature makes it easy.


Why Use SuiteCRM Outlook to Anything?


Entering data from emails manually into your CRM can be time-consuming and prone to errors. SuiteCRM Outlook to Anything saves you this trouble by:


  • Automatically importing emails as CRM records

  • Picking up important information (names, emails, phone numbers, etc.)

  • Less manual data entry and higher accuracy

  • Simplifying lead and contact management

This integration is ideal for sales teams, marketers, and support agents who work extensively via email communication.


Real-Life Example:



Sarah, a sales rep at TechSolutions, spends 2 hours daily manually creating lead records from inquiry emails. After implementing SuiteCRM Outlook to Anything, her emails automatically generate leads the moment they hit her inbox. Now she spends those 2 hours actually talking to prospects, resulting in a 30% increase in her conversion rate.


This integration is perfect for sales teams, marketers, and support agents who rely on email communication.


How to Set Up SuiteCRM Outlook to Anything


Step 1: Install the Plugin


  1. Log in to your SuiteCRM Admin Panel.

  2. Navigate to Module Loader.

  3. Upload the plugin ZIP file and click Install.

  4. The installation will complete within seconds.

Once installed, a new section called "Suite CRM Email to Anything" will appear in the admin panel. The license activates automatically.


Step 2: Configure Inbound Email Settings


To extract data from emails, you need to set up an IMAP connection:


  1. Go to Step 2 in the Suite CRM Email to Anything section.

  2. Enter the email address you want to extract data from (e.g., your Outlook email).

  3. Provide the app password for authentication (check the video in the description for help generating an app password).

  4. Select the target folder/label (e.g., Inbox).

  5. Choose the start date for email processing.

  6. Enable the status to activate the integration.

  7. Enter the mail server address, port number, and protocol (IMAP).

  8. Click Save to complete the setup.

Your IMAP configuration is now ready!


Step 3: Set Up Email Receiver Settings


  1. Go to Step 4 in the admin panel (Email Receiver Settings).

  2. A default receiver setting is created automatically.

  3. In the Detail View, you can select the target module (e.g., Leads, Contacts).

  4. The target email address will be the one you configured earlier (Outlook).

Now, any email sent to this address will be processed and converted into a CRM record.


Step 4: Test the Integration


  1. Send an email to your configured Outlook address with relevant details (e.g., first name, last name, phone, email).

  2. Check your SuiteCRM Leads module—you’ll receive a notification confirming the new lead creation.

  3. Open the lead record—all extracted data will be mapped to the correct fields.

Your email data is now a structured CRM record.


Benefits of Automating Email-to-CRM Records


  • Saves time by eliminating manual data entry

  • Reduces errors in lead and contact management

  • Improves follow-up speed by instantly capturing email data

  • Enhances CRM efficiency with seamless automation

Conclusion


With SuiteCRM Outlook to Anything, you can effortlessly create records from emails, ensuring no lead or customer detail is lost in your inbox. By following this guide, you’ve learned how to set up the plugin, configure email extraction, and automate CRM record creation.