This Gmail addon seamlessly integrates TeamGram CRM with your Gmail inbox. Lookup senders and recipients in TeamGram. Find related leads, contacts, companies, deals. Create a TeamGram note from any email and automatically connect it with related contacts and leads.
Use this addon to integrate your Gmail inbox with TeamGram CRM.
To activate the addon:
• Go to your Gmail inbox in your web browser.
• Install the addon.
• Open any email.
• Click the blue TeamGram logo on the right sidebar. It only appears if you have an open email.
• Press the Login button and follow instructions.
To lookup senders and recipients of emails in TeamGram:
• Open any email in Gmail and click on the TeamGram icon on the right sidebar.
• Click on "Search in TeamGram".
• All leads, contacts, companies and deals associated with these email addresses will be listed. Clicking on the listed items will open those records in TeamGram.
To create a note from an email:
• Open any email and click on the TeamGram icon on the right sidebar.
• Click on "Share in TeamGram".
• A note will be automatically created in TeamGram. To view and change it, click on the view link in the addon.