Gmail
Log and track emails automatically.
Overview
Seamlessly connect your Gmail account to our CRM and manage emails, track conversations, and improve communication—all in one place.
Benefits
Sync emails automatically – View all customer emails within the CRM.
Track conversations – Log email interactions for better relationship management.
Send emails directly – Compose and send emails from the CRM without switching tabs.
Enhance collaboration – Share email threads with your team for improved teamwork.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Gmail under the Email & Communication category.
Step 2 : Connect Your Gmail Account
Click "Connect Gmail" and sign in with your Google account.
Grant necessary permissions to allow CRM access to emails.
Step 3 : Configure Your Preferences
Choose email sync settings (e.g., sync all emails or specific labels).
Enable tracking to log customer interactions automatically.
Step 4 : Start Using Gmail in Your CRM
Send and receive emails directly within the CRM.
Access full email history on contact profiles.
Use templates and automation for faster communication.
