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:
In your Gmail, click the icon on the side panel. This opens the G-Suite Marketplace. Search “Freshsales” in the marketplace.
Click to install the add-on in your Gmail. After Installation, the Freshsales logo will be visible on the side panel.
After Installation, you will be asked to open an email to use the Freshsales add-on.
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”
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?
Note: For the Gmail add-on to show information about a lead/contact, an email should be opened. The add-on will not work on the email list view page.
The Gmail add-on allows you to do the following:
i) Create a new lead/contact:
Open an email from the prospect you would like to add as a lead/contact.
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
Open any email.
Click the Freshsales add-on. The add-on opens with information relevant to the prospect if they are present in Freshsales.
Find concise information related to the prospect on the add-on.
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
Open an email.
Click the Freshsales add-on.
Click the icon. You will be presented with a dropdown.
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.
Click on the name of the Lead/Contact. A column with all relevant information will open up.
iv) Add and view activities:
Click the ADD ACTIVITY button.
Fill in the activity details and click the SAVE ACTIVITY button.2. Appointments
The types of activity you will be able to add:
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):
Click the lead email on the Freshsales panel.
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.