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!
应用详情更新日期:2024年4月4日
适用于:
16万+
概览
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
其他信息
定价免费试用
Salesforce Connector for Gmail”将请求获得以下权限。了解详情
Salesforce Connector for Gmail”将需要访问您的 Google 账号
这样可让Salesforce Connector for Gmail
当您与该插件互动时管理草稿和发送电子邮件
当您与该插件互动时查看您的电子邮件
允许这款插件在运行时查看您的电子邮件元数据
在该插件运行时查看您的电子邮件
作为 Gmail 插件运行
查看、修改、共享以及永久删除您使用 Google 日历可以访问的所有日历
查看您在 Google 日历中打开的活动
修改您在 Google 日历中打开的活动
作为日历插件运行
连接到外部服务
查看您的 Google 账号的主电子邮件地址
查看您的个人信息,包括您已公开的任何个人信息
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