CRM for Google Account Users

CRM for Google Account Users

CRM for Google Account Users


This feature is for the Google Account users.
Google Apps Account users can refer to the CRM for Google Apps Users
 

The CRM for Google makes it easier for your business to collaborate, communicate and share information, all in a single, centralised place. If you are using Google Contacts and Google Calendar, you can now synchronize contacts and calendar between the CRM and Google. Using the mail Add-on, you can also configure your Gmail account within the CRM and get all the incoming and outgoing customer emails associated to the records.

Benefits
  • Be up-to-date with the CRM appointments by synchronizing them with your Google Calendar and collaborate with your colleagues.
  • Easily synchronize and get access to your Gmail contacts from within the CRM.
Key Features

The table below provides details on the various features, their availability in the CRM Editions.


Feature
Description
Availability in the CRM
Synchronize Google Contacts
 Schedule synchronization of contacts     between the CRM and Google Contacts.

All  CRM users can sync contacts
Synchronize Google Calendar
Schedule synchronization of calendar events between the CRM and Google Calendar.

All  CRM users can synchronize Calendar entries
Google Ads Integration
Import your Ads marketing investments into the CRM to see which keywords and campaigns are responsible for each offline sale and export the CRM sales data into Ads to optimize your bids and budgets better.

Users with administrator permission can set up the integration.
Configure Gmail (Using Mail Add-on feature)
Configure Gmail within the CRM and associate incoming and outgoing  customer emails to CRM records

Users with Mail Integration permission in their profile.





    • Related Articles

    • CRM for Google Ads

      CRM for Google Ads Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive ...
    • Adding G Suite Users to the CRM

      Adding G Suite Users to the CRM After creating a CRM account, users with the Super Administrator's privilege can add users from G Suite to the CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We ...
    • Managing CRM Account Settings

      Managing CRM Account Setting Change Personal Information Add Social Information Change Locale Information  Change Name Format & Preferences  Use Signature Once you sign up for the CRM and have your own account, you can personalise your CRM account. ...
    • Configuring Google Ads Integration in the CRM

      Configuring Google Ads Integration in the CRM Set up Google Ads Integration Users with administrator profile need to enable the Google Ads Integration in the CRM. Setting up the CRM for Google Ads comprises of these steps: Step 1: Authentication - ...
    • Synchronizing Google Mail with the CRM

      Synchronizing Google Mail with the CRM You can synchronize customer-specific Emails between Google Apps and the CRM by configuring the POP3 in the CRM. Specify the Email address and password to configure your G Suite' Email in the CRM. After ...