The Apptivo Gmail Add-On extends your Apptivo experience into the comfort of your Gmail inbox! This add-on can be used by any existing Apptivo user, and allows direct access to CRM data, including the ability to create new tasks, contacts, cases, and more from inside of Gmail.
Listing updated:May 25, 2022
Works with:
Create the sender of the email as a new Customer, Contact, Lead, Opportunity, Supplier or Case in Apptivo from Gmail’s sidebar
Associate emails to your Contacts, Cases, and Opportunities in Apptivo
Associate your email sender with existing records in Apptivo apps.
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Apptivo for Gmail will ask for the permissions shown below. Learn more
Apptivo for Gmail will need access to your Google account
This will allow Apptivo for Gmail to :
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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