Keela automatically matches an email address to records in Keela to see if the contact is already in their CRM. Users can view and edit information within their Gmail without clicking back into Keela.
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Keela’s easy-to-use application uses the sender's or primary recipient's email address to find and display matching records in Keela, from within Gmail. This integration allows a Keela user to quickly and easily see if the person who sent them an email is in the CRM. The sidebar displays an individual’s key contact information, their last transaction, total donations, and the last interaction the organization had with them. Users can edit contact information without having to navigate to the CRM or can access the CRM in a separate browser with one click.
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Keela for Gmail 將會要求下方所示的權限。瞭解詳情
Keela for Gmail 將需要存取您的 Google 帳戶
這項操作將授予「Keela for Gmail」下列權限:
在外掛程式執行期間查看您的電子郵件
做為 Gmail 外掛程式使用
連線至外部服務
查看您的主要 Google 帳戶電子郵件地址
查看您的個人資訊,包括您已公開的任何個人資訊
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