The
Automatically detects the sender of a message and saves it in your CRM with a single click. Also saves sent messages with a single click.
When you get a message from a contact not in CRM you can create an account, contact or lead directly from your mailbox. When you are in Gmail you can easily and automatically see all the related items in CRM including accounts, contacts and opportunities, other modules including Custom modules. You can also quickly and easily open the item in CRM to get even more information.
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Any feature that involves creating or adding records to your CRM require a License Purchase after the free-trial period. |
Help Categories:
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1.
images here are referenced from the Email Merge Templates for Adhoc emailing
5.1.1 - Connector Purchase for the First Time 50% Discount
5.1.2 - Connector Purchase for the First Time NO Discount
5.1.3 - Connector Purchase Additional Users. 
5.2.1 - How to Use The Connector
5.2.2 - What’s Different about the Connector
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