Thunderbird Plugin - Simply Support

What is Simply CRM extension for Thunderbird?

Simply CRM extension for Thunderbird gives you the ability to easily synchronize information between Simply CRM and Thunderbird. It offers you a wide variety of features that include: attaching emails, creating new leads or contacts from emails, importing / exporting contacts, adding new leads and contacts into Simply CRM from your address book, etc Surprisingly, you can manage all these operations from within Mozilla Thunderbird, without having to log into Simply CRM.

What’s so special about Simply CRM extension for Thunderbird?

Auto-login facility
Select desired email in your Thunderbird, and attach it to either lead or a contact in your Simply CRM. You can also edit email content before attaching email.
Create new lead or contact records from the emails that you receive in Thunderbird
Import contacts from Simply CRM into Thunderbird. Also, export Thunderbird Address Book contacts as contact records in Simply CRM
You can also create new leads and contacts in Simply CRM from your address book contacts in Thunderbird

Installation prerequisites

You must have administrator privileges on the system.

Download and Install

Download and installation process is so simple. To download, click here

After successfully downloading Simply CRM extension for Thunderbird, you’ll need to install it.

Please follow few simple steps to install Simply CRM extension for Thunderbird

Open Mozilla Thunderbird
In Thunderbird, click on Tools | Add-ons
Click on gear icon on top-right corner
Click Install add-on from file…
Browse and select the downloaded Simply CRM Thunderbird plugin

After restarting Thunderbird plugin, you can enjoy the features in Simply CRM extension for Thunderbird

Enjoy features in Simply CRM extension for Thunderbird

Simply CRM extension for Thunderbird helps you to perform a wide variety of operations.

Follow few simple steps to get started

Open Mozilla Thunderbird

Login

Follow few simple steps to log into Simply CRM extension for Thunderbird

Click Tools > Simply CRM Configuration…
Provide User Name
Provide Access Key

Note!
To get your unique Access Key, click on first name drop-down of your account in upper right, click My Preferences. You can find your Access Key in My Preferences page

4. Provide URL

Note!
When you create a Simply CRM account, an unique URL will be provided to you. Basically, URL will be generated as
https://yourcompanyname.od1.simplyhq.com
But, we’ll strongly recommend you to log into your Simply CRM account, and copy your URL from address bar ― not all, but up to od1.simplyhq.com

5. Click Save

Customize your Thunderbird toolbar

By customizing your Thunderbird toolbar, you can perform Simply CRM specific functions on the fly.

Follow few simple steps to customize your toolbar

Open Thunderbird toolbar
Click View > Toolbars > Customize. This brings up ‘Customize Toolbar’ popup
Now click on Simply CRM related icons to hold them, and drag them onto your Thunderbird toolbar
Click Done after successfully copying Simply CRM related icons to your Thunderbird toolbar

Note!
To remove the icons on toolbar, click on View > Toolbars > Customize. This opens ‘Customize Toolbar’ popup. Now click on Restore Default Set to bring your icons back to actual position

Attaching emails

You can select desired email in your Thunderbird and attach it to either a Lead record or a Contact record in Simply CRM.

Follow few simple steps to attach an email to record in Simply CRM

Select desired email
Click Add Message icon on the toolbar or click Tools > Add Message to simply CRM
Select either Contacts or Leads radio button
Provide search criteria and click Search
Select desired record from the search results and click Add to simply CRM

Note!
You can also click on Edit Message tab in the popup to edit the email content before attaching it to Contact or Lead record

Create new records through emails in your Thunderbird

This feature gives you the flexibility to create new records in Simply CRM through emails in your Thunderbird without having to log into Simply CRM.

Follow few simple steps to create new Lead or a Contact record

Select desired email
Click New Lead/Contact icon on the toolbar or Click Tools > Create new Lead or Contact…
A popup will be displayed; the details in the email are automatically captured in it
Click either New Lead, to create a Lead or New Contact, to create a Contact record
Mandatory fields should be filled in manually — if you have any
After filling up the details, click Create New Lead or Create New Contact button

Import / Export records

You can perform different operations on your Address Book contacts in Thunderbird.

Import Contacts from Simply CRM

Bring in all your Simply CRM contacts into selected folder in Thunderbird Address Book

Follow few simple steps to import Contacts from Simply CRM

Click Address Book icon on toolbar to open it
In Address Book popup, click Tools > Import from Simply CRM…
Now select desired folder from which contacts should be imported
Click Import

Export Contacts to Simply CRM

You can also transfer records in your Address Book as Contact records in Simply CRM

Follow few simple steps to export Contacts to Simply CRM

Click Address Book icon on toolbar to open it
In Address Book popup, click Tools > Export to Simply CRM…
Now select desired folder from which contacts should be exported
Click Export

Create Leads and Contacts

Apart from importing or exporting all records in a bulk, you can also create Leads and Contacts through selected Contact(s) in your Thunderbird Address Book

Follow few simple steps to create Leads and Contacts from Address Book Contacts

Click Address Book icon on toolbar to open it
In Address Book popup, select desired Contact(s)
Right click on any selected record, and click Add as Lead to create a new Lead record
Right click on any selected record, and click Add as Contact to create a new Contact record

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