Integrate your Gmail™, Google Calendar and Salesforce.com CRM in one easy step with virtually nothing to install. Now with full mobile support for the Gmail™ app on iOS and Android!
정보 업데이트:2024년 4월 4일
호환 기기:
16만+
개요
Provides a 360° view of your customers directly in Gmail™ and Google Calendar. Allows you to save emails directly to Contacts and Leads in Salesforce from your Gmail™ and Google Calendar.  

It even allows you to reply and compose messages using Salesforce.com email templates or using ChatGPT AI. The connector also works in any modern browser including Chrome, Edge and Safari, so you can have the same functionality whether using a desktop or mobile platform.

The add-on can be deployed to your entire company with a single click.  Contact sales@ienterprises.com for details on enterprise licensing and deployment.

Connector for Gmail™ and Salesforce.com brings Salesforce to your inbox and calendar.   When an email is received or when you search the connector automatically shows the full Contact information directly from Salesforce, including related objects such as Account, Opportunities, Activities, etc.   It allows you to attach an email message or calendar item you have received to Salesforce with a single click.  You can create leads and contacts directly from your inbox and calendar.  In addition, you can reply to or compose messages using your Salesforce Email Templates.   There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in Salesforce.com.  Best of all, everything works on mobile via the Gmail™ mobile app or from a desktop browser.

Email Integration Details
- Provides a 360-degree view of CRM information from your Gmail™ inbox
- File a message in Salesforce.com from Gmail™
- Attach emails to a contact or lead in Saleforce.com
- Open, create and edit the relevant Salesforce.com contact, lead, opportunity or other (custom) object without leaving the Gmail interface
- Reply or Compose messages using email templates from Salesforce.com
- Optionally automatically copy emails and attachments to Salesforce.com
- Create rules for which emails get automatically synchronized
- View and dial numbers using phone details from Salesforce.com from your mobile
- View social media profiles for related contacts 
- Reply to emails using ChatGPT AI - This feature allows you to enter directions for ChatGPT with additional instructions on how to reply.  The reply is then generated in DRAFT mode where you can manually edit it if needed and send. 


Calendar Integration Details
- Provides a 360-degree view of CRM information from your Calendar
- File a calendar item in Salesforce.com from Gmail™
- Create and edit  accounts, contacts and leads and more directly from your calendar
- Open, create and edit the relevant Salesforce.com contact, lead, opportunity or other (custom) object without leaving the Gmail™ interface
- View and dial numbers using phone details from Salesforce.com from your mobile 
- Automatically synchronize calendar items from Gmail to Salesforce.com
- Automatically links calendar items with CRM Contacts or Leads
- Create rules for which calendar items get synchronized (coming soon)

This add-on is developed by iEnterprises.  iEnterprises is an award-winning CRM vendor that has been in business for more than 20 years.   Contact us at support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information.  

Compatibility/Requirements:
Salesforce.com – Enterprise Edition, Unlimited Edition, Professional Edition and Essentials Edition. Gmail™, Gmail™ iOS or Android app for mobile functionality
추가정보
가격무료 체험
개인정보처리방침
Salesforce Connector for Gmail에서 아래에 표시된 권한을 요청합니다. 자세히 알아보기
Salesforce Connector for Gmail에서 Google 계정에 액세스해야 함
이렇게 하면 Salesforce Connector for Gmail에서 다음 작업을 할 수 있습니다.
부가기능을 사용할 때 임시보관된 이메일 관리 및 이메일 전송
사용자가 부가기능과 상호작용할 때 이메일 메시지 보기
부가기능이 실행될 때 이메일 메시지 메타데이터 확인
부가기능이 실행 중일 때 이메일 메시지 보기
Gmail 부가기능으로 실행
Google Calendar를 사용하여 액세스할 수 있는 모든 캘린더 보기, 수정, 공유, 영구 삭제
Google Calendar에서 내가 여는 일정 확인
Google Calendar에서 내가 여는 일정 수정
캘린더 부가기능으로 실행합니다.
외부 서비스에 연결
기본 Google 계정의 이메일 주소 확인
개인정보(공개로 설정한 개인정보 포함) 보기
리뷰
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