Interact with your Efficy CRM without leaving Gmail.
Works with:
1K+
Overview
Efficy CRM for Gmail lets you interact with your Efficy CRM without leaving Gmail.

While consulting a Gmail message, you can:
- show Efficy contacts information based on the Gmail message recipients;

- save a Gmail message into Efficy (recipients already present in your Efficy CRM will be automatically linked to it);

- search existing Efficy entities (Companies, Opportunities and Incidents) and link them to the message;

- save recipients as a new Efficy contact;

- convert a Gmail message into other Efficy entities (e.g. Documents, Sales Opportunities and Incidents)

While composing a Gmail message, you can:
- search Efficy entities and insert their Efficy hyperlink in your draft

- share Efficy Files directly from Gmail. You can either create a sharing link to an Efficy Document or to a specific file of your desired Document.
Additional information
PricingNot available
Developer
Trader status unspecified
SupportNot available
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Efficy for Gmail will ask for the permissions shown below. Learn more
Efficy for Gmail will need access to your Google account
This will allow Efficy for Gmail to :
Manage drafts and send emails when you interact with the add-on
View your email message metadata when the add-on is running
View your email messages when the add-on is running
Run as a Gmail add-on
Connect to an external service
View your country, language, and timezone
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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A User of Efficy for Gmail
January 29, 2020
The ability to integrate with an E-Deal back end makes it an absolute must have for Efficy/E-Deal customers who are using Gmail as their corporate groupware
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Samson Assefa
December 7, 2020
Samson Assefa Gebrehiwot
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A User of Efficy for Gmail
May 20, 2019
Where to find Efficy for Gmail Open a message in Gmail web or on your Android phone to find applicable add-ons.
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