Link to Other CRM Records

An email can also be added to all other objects on the CRM besides Contacts and Leads.  

An email does not have to be associated to a Contact or Leads to be able to link to other objects.

1.  On Gmail, go to your Inbox.

2.  Select an email to open.

3.  On the Email Connector panel, notice that a search is running to check if sender is a contact/lead on the CRM.

     If it is, then the details of the contact/lead is displayed on the panel.  If not Add to Contacts or Leads, if desired.

4.  If Email is found, then status is "Email is been added to ... ".

6.  Click Select a Module dialog box and select from the list of modules available from the CRM.

OR,  Enter the object's main field  (such as Opportunity name) on the search bar and click Search button to search it. Select the record if found.

You may also filter the list by toggling to "Show My ... only".

Some modules, like Opportunities, have a filter by status.

7.  The Email Connector Add-on panel refreshes and the object selected is displayed at the bottom.