Installing iEnterprise Connector for G Suite® and your <CRM>

How to Get iEnterprise Connector for G Suite and your <CRM>

There are 2 ways to get the connector, from the "+" Get Add-ons of your Google mail sidebar or from the GSuite Marketplace.

The Connector integrates with Salesforce, MS Dynamics365, SugarCRM, Zoho CRM and NetSuite.

It comes free with iCRM, iEnterprises' own iCRM, a full featured robust, easy to use, flexible customer management solution that works directly inside Gmail and Outlook.   


Screenshots are taken from the application Connector for Gmail and Salesforce.  Please note that The Connectors maintain a consistent look and feel and consistent default features for all supported datasource.

From G Suite Marketplace

1.  Follow this link :

2.  On the product page, click Install button 

3.  Permission "Get Ready to Install" dialog box opens, click Continue.

4.  Google Sign-in dialog box opens, select an Email Account you want to add the connector to.

5.  Account Access Permission dialog box opens, click Allow.

6.  Installation success dialog box opens, click Done.

7. Go to the Email Account you selected and reload/refresh.

8. The Email Connector for Gmail and CRM icon is added:

     

You are now ready to see your contact info from your mailbox and add emails to your CRM!

On your Mailbox

1.  Click the "+" icon on the sidebar

2.  Click Get Add-ons.

3.  G Suite Marketplace dialog box opens, enter "iEnterprises" on the search bar.

OR, click this link https://gsuite.google.com/u/0/marketplace/search/ienterprises

4.  Select the app for your specific CRM (like this for Salesforce)  >  

5.  On the product page, click Install button.

6.  Permission "Get Ready to Install" dialog box opens, click Continue.

7.  Google Sign-in dialog box opens, select an Email Account you want to add the connector to.

8.  Account Access Permission dialog box opens, click Allow.

9.  Installation success dialog box opens, click Done.

10. Go to the Email Account you selected and reload/refresh.

11. The Email Connector for your <CRM> icon is added **


You are now ready to see your contact info from your mailbox and add emails and calendar items to your CRM!


** Reference CRM icons:

  -   iEnterprise CRM

  -   Salesforce

  -   MS Dynamics 365

 -  SugarCRM

 -  Zoho CRM

 -  Netsuite




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