With the Freshsales Gmail add-on, users can access information about the web application’s contacts from within Gmail. This helps you gain a complete context about your prospects before engaging with them.
To add the gmail add-on,
In your Gmail, click the < (Show side panel) icon. Click the + (Get Add-on) icon
This will open up Google workplace marketplace
Search for Freshsales to install the add-on in your Gmail.
Click the freshsales tile to open up the freshsales page on Marketplace. Click Install and add your freshsales credentials to start the installation
After Installation, the Freshsales logo will be visible on the side panel.
After Installation, you will be asked to allow Freshsales to access your gmail account. Click AUTHORIZE ACCESS
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.
Upon Login, you will be taken back to your Gmail account. The Freshsales add-on will fetch information related to the contact (if the contact is a part of Freshsales).
If the email is not a part of Freshsales, you can add it to Freshsales by clicking ADD TO CONTACTS 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 contact:
Open an email from the prospect you would like to add as a contact.
Your add-on will present you with an option to add the prospect as a contact to your Freshsales account.
ii) Get context about a Freshsales 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 contact in Freshsales
Open an email.
Click the Freshsales add-on.
Click the ellipsis 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 Contact present in your CRM.
Click on the name of the 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.
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 contact’s email on the Freshsales panel.
The new message window will pop-up allowing you to send an email to the lead.