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.