What is Outlook Mail Connector

Outlook Mail Connector is a Microsoft Outlook plugin (available in the Microsoft Store under the name vtenext Mail Connector) designed to manually link emails and their attachments to the vtenext CRM.

The plugin allows users to associate individual emails — both received and sent — with existing CRM records such as Companies, Contacts, Leads, Opportunities, Tickets, etc., including custom modules visible according to user permissions.

Emails are fully copied into the CRM, including content and attachments, enabling centralized communication tracking directly within CRM records.

Email linking is always performed manually, one email at a time, ensuring users maintain full control over which communications are archived in the system.