Our connector allows you to link your Creatio instance with Gmail and access to your CRM Contacts, Accounts and Opportunities information from your Gmail interface.
You’ll also see information related to every contact involved in the currently selected email and you’ll be able to link the email to them in your CRM history, with just one click. If there’re participants in the email who are not in your Creatio database, you can add their information and create the new contacts easily. This way, you can ensure that all relevant information is immediately added to your CRM!
Last but not least, you’ll have the ability to visit the opportunities or cases records associated with that contact in a few seconds. This will save time and increase productivity, as you won’t have to search in different places to find the information you need.
STEP 1: Gather the Necessary Information
To get started with Gmail Add-on for Creatio™, you’ll need a few key pieces of information:
– A Key for usage.
– The URL of your Creatio platform.
– Your username and password for the platform.
Once you have this information, you’re ready to start configuring the connector and accessing your business data in real-time.
STEP 2: Install the Connector
Install the connector into your Gmail Account from Google Marketplace.
STEP 3: Give the Connector Access to your Google Account
Gmail requires you to give access to a third party to access and read your emails.
STEP 4: Connect your Google Account
Your Google Account is used to store all the Creatio instances.
STEP 5: Fill the Information
Enter the credentials gathered in the previous step:
Remember the url must have the “https://” property.
You can test the connection before adding it.
STEP 6: Use the Connector
Open any email to start using the connector and all the relevant information will be available.
The data collected by the Gmail Add-on for Creatio™ is restricted to the email records explicitly chosen by the user, with the sole purpose of saving this information within the user’s Creatio instance.
Under no circumstances will the gathered data be used for marketing purposes or shared with any affiliates. The Gmail Add-on for Creatio™ strictly adheres to Google’s Limited Use Requirements.
https://developers.google.com/terms/api-services-user-data-policy
• Price: $12 / year.
• Minimum Subscription: 10 licenses / year.
Note: Price does not include a Google Subscription. An active Gmail account in Google is required to use this connector.
