Gmail Integration 3

Get a 360-Degree Customer view from Gmail Integration with Vtiger CRM


Hello Folks!

Welcome back to Boost Productivity with the Google Workspace integration series. Hope you have read the previous blog which gives you a glimpse of Google apps that Vtiger CRM has integrated with. In this blog, we will be tapping into the world of Gmail integration with Vtiger.

Email communication is one of the most useful tools to communicate with your customers in an organization. A professional email can help you win the trust of your customers and gain brand loyalty. A report by Mckinsey states that E-mail remains a significantly more effective way to acquire customers than social media—nearly 40 times that of Facebook and Twitter combined.

Now, if you are aiming to streamline your email marketing activities, you should be aware of email integration with a CRM. Since, Gmail is the most popular application used by everyone to send and receive emails, let us understand the features and benefits of integrating your Gmail account with Vtiger CRM.

Gmail integration with Vtiger CRM

Before sending emails to your customers, you may want to know their history like the number of products they purchased from you, queries raised, conversation history, etc.

Don’t you think If you are able to access 360-degree customer information from your Gmail account, it will be easy for you to engage with them effectively?

Yes, you can achieve that by installing the Gmail extension on your Chrome or Firefox browser. After you complete the installation, a gadget will pop up in your Gmail and you can log in by filling up your credentials. This action indicates you have successfully synced your Gmail account with Vtiger CRM.

Now, let us understand the different actions you can perform using Vtiger Gmail integration.

Using Gmail integration with Vtiger you can:
  • Sync emails with CRM:

    You can automatically transport all your emails from your Gmail account to the Inbox module in Vtiger. The Inbox module also allows you to send and receive emails directly from the CRM.
  • Create a record:

    If you have received an email from a new prospect, you can create a contact record by adding their details such as name, email address, and organization name from your Gmail account by clicking on Create Lead button. It will be directly reflected in your CRM. Now, if you want to add your customer’s details to the CRM, click on Create Contact button and after filling out details, information will be stored in your CRM. Once the contact is saved and you want to add additional information, you can use the edit option.
  • View information of contact record:

    All the activities related to your customer will appear in your Gmail window. For example, you can view recent events, check comments, etc., and stay updated on the latest activities. You can also check out the pending tasks that are to be done on time. For instance, if you want to schedule a demo with your customers, or create a follow-up meeting, you can execute it in an organized way just by navigating toward the Activities section. Not just that, you can also view emails, cases, opportunities, and invoices related to your contacts record from your Gmail.
  • Add a comment:

    You can discuss deal-related matters with your team using Add Comment.
  • Archive emails:

    If you want to get full information about your customer’s interactions, you can archive emails related to your contact. You can attach all your customer emails with the record in the CRM.
Click to know more about Vtiger Gmail Integration.

Benefits of Vtiger Gmail Integration

Gmail integration can be of great advantage for your team members to facilitate seamless collaboration. Let us explore the benefits of having Vtiger Gmail integration for your business to implement email-related activities from a single location:

Centralized data: Gmail integration allows you to create a common database and perform actions from a centralized location. It eliminates the need for you to toggle between different applications. Also, you will be updated about recent activities. And, finally, a unified view of your customers will help you understand their needs, and pain points and smartly deliver things on time.

Time-saving: Gmail integration allows you to record important information about a customer within minutes without switching to your CRM application. Also while creating a record from your Gmail, important information like name and email ID will be pulled automatically. In this way, you can create records and assign it to the reps quickly.

Increased engagement: By creating events for regular follow-ups or a product demo presentation, you can build better relationships with your customers. If you are consistent in following up with your customers, you will be able to drive better conversions and improve the identity of your brand. It also paves way for better engagement with your team as well. You can discuss urgent matters with your team about a customer using Add Comment instead of using other means of communication.

Now, you must want to know how does Gmail integration boost your productivity.

By integrating emails to your CRM, you will have a complete overview of your customers without juggling between different places for information. Also, you can record lead information in the CRM quickly which will help reps to reach out to them as soon as possible.

Do you want to see a live example of the power of Vtiger Gmail integration? Check out this video now.

And, before you sign off, do not forget to take a 15-day free trial and test it for yourself.

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