With the Freshsales Gmail add-on, users can access information about their Freshsales Leads/Contacts from within Gmail. This helps you gain a complete context about your prospects before engaging with them.

Detailed steps for installation:

1. In your Gmail, click the icon on the side panel. This opens the G-Suite Marketplace. Search “Freshsales” in the marketplace.

2. Click to install the add-on in your Gmail. After Installation, the Freshsales logo will be visible on the side panel.
   
   

3. After Installation, you will be asked to open an email to use the Freshsales add-on.
    

4. Enter the Freshsales CRM domain name and click Sign in. This will take you to a new page where you will have to authenticate access to your Gmail account.

   Note: Mention only your account domain name Eg: If your freshsales account is “acme.freshsales.io”, then your domain name is “acme”

   
   
   

5. Upon Login, you will be taken back to your Gmail. The Freshsales add-on will fetch information related to the lead (if the lead is a part of Freshsales).
   If the email is not a part of Freshsales, you can add it to Freshsales by clicking Add Lead or Add Contact button.  
   Note: If Gmail add-on doesn’t login, refresh the Gmail tab once and you will be logged in.

What can I do with the Gmail add-on?

The Gmail add-on allows you to do the following: 

i) Create a new lead/contact:

1. Open an email from the prospect you would like to add as a lead/contact. 

2. Your add-on will present you with an option to add the prospect as a lead or contact to your Freshsales account.
   
   

ii) Get context about a Freshsales lead/contact from within Gmail

1. Open any email.

2. Click the Freshsales add-on. The add-on opens with information relevant to the prospect if they are present in Freshsales.

3. Find concise information related to the prospect on the add-on.

   

   
   

4. To know more about the Contact, click View in Freshsales. This opens the Contact in Freshsales.  

   
   Note: If more than one record is created for an email address, then you will be presented with a message Duplicates found. Clicking on this will show all records created under the same email address.
   
   

iii) View a lead/contact in Freshsales

1. Open an email.

2. Click the Freshsales add-on. 

3. Click the  icon. You will be presented with a dropdown.
   
   

4. Click the Search option. You will be presented with a Search bar where you can search for a Lead/Contact present in your Freshsales CRM.
   
    

5. Click on the name of the Lead/Contact. A column with all relevant information will open up.  
   

iv) Add and view activities:

1. Click the ADD ACTIVITY button.
   
   

2. Fill in the activity details and click the SAVE ACTIVITY button.
   
   The types of activity you will be able to add:
   1. Tasks

   2. Appointments
   3. Custom Sales activity.
   To view all activities associated with the lead/contact, click the VIEW ALL button. All activities associated with the record will be displayed.
     

v) Add and view notes:

Click on the ADD NOTE button to add a new note. You can also access pre-existing notes by clicking the VIEW ALL button.

vi) Send an email (via Gmail):

1. Click the lead email on the Freshsales panel.
   
   

2. The new message window will pop-up allowing you to send an email to the lead.

   Note:  You will be sending the email via Gmail and not from Freshsales. For this email to reflect in Freshsales, you will have to connect your inbox with Freshsales.

   
   

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