Overview

A sales professional receives an email from a new lead or an existing contact. They can immediately view all relevant CRM details about the sender directly inside Gmail. With a single click, they can instantly save the email message to their CRM. The connector can also track entire email threads, ensuring all replies are automatically synced and saved under a selected opportunity. If a referral comes in for someone not yet in the CRM, the connector can automatically create a new lead using a combination of ChatGPT AI, social media insights, and email data, all without the user having to leave Gmail.

When a customer emails with a support question, an agent can quickly and easily create a new case in their CRM directly from the connector sidebar in Gmail. The email content and any attachments are automatically added to the case, and it is instantly assigned to the right team member, allowing for swift and organized customer service.

For scheduled meetings, users can open an Gmail meeting invite, view up-to-date customer details for the attendees, and save the meeting directly to their CRM. Further, unlike many other tools, this CRM integration for Gmail works seamlessly on mobile devices. This means a user away from their desk can open the Gmail app on their phone, tap the connector icon, log a message to their CRM, use ChatGPT to research a lead, and follow up with a call or reply, essentially performing almost all desktop CRM actions from their mobile device.