Find and update CRM and other cloud app contact records based on the currently-open email
The Cardin sidebar uses the sender's or primary recipient's email address of the opened email to search and display matching records such as leads, contacts, accounts, cases and more in cloud applications (e.g. CRM, accounting, etc.).
This enables you to quickly see if person who sent you an email is in one or more of your cloud apps. 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 record in the cloud app directly. Our goal is to save you time, freeing you from email hell one message at a time!
Cardin for Gmail 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 display and management (main info, tasks, opportunities, activities and custom fields), including in Add-on creation, edit and removal.
Creatio (formerly bpm'online): contact info display (contact creation and edit features in Creatio).
Less Annoying CRM: contact info display (in Add-on contact creation and update features), as well as pipeline reporting.
Pipedrive: contact info, deals, activities and person custom fields display (contact creation and edit features in Pipedrive).
QuickBooks: customer and vendor info display; detailed invoice and bill with line item breakdown.
Webhook: builder for connections to unlimited number of other cloud apps via workflow platforms (currently Google Cloud Functions and Microsoft Flow).
Zendesk Sell: contact info display (contact management in Zendesk).
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 email@example.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!
It would also be awesome if you’d write a review to help us get the word out.
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.
Cardin Account - you can sign up in a couple of clicks with your Google account (we won't ask you of any extra info and permissions) or create a custom one.
Active account for one of the integrations.