Small businesses are constantly seeking tools that streamline their workflow and increase efficiency. Two such critical tools for many are Gmail and Vtiger CRM. Recognizing the significance of both platforms, we are excited to introduce an integration that brings the best of both worlds together.
Why the Integration?
Our journey began when we realized that a significant number of our clients, almost 50%, used Gmail. With the market almost evenly divided between Microsoft Email and Google email, it became clear that there was a growing desire among our clientele to weave their Google Workspace, especially Gmail, seamlessly with Vtiger.
Historically, we’ve made strides by synchronizing calendars and integrating Google Drive with Vtiger. However, the repeated requests to further integrate Gmail prompted us to develop this solution.
Key Features of the Integration
- Save Emails with Ease: Directly from your Gmail page, you can save emails to Vtiger, ensuring no communication is lost.
- Context Creation: The extension provides the option to create contexts and review emails saved previously. Never lose track of an important email thread again.
- Efficient Contact Management: When receiving an email from a contact already in Vtiger, their details will be displayed right within Gmail. If they’re new, there’s a simple option to add them as a contact. And yes, the integration smartly pre-fills details like the first name, last name, and email address.
- Activity Management: You can add activities directly from Gmail, which will then populate in Vtiger, linked to the appropriate contact. This is especially handy for salespeople wanting to schedule follow-ups without toggling between platforms.
The Nuts and Bolts
For those wondering about the behind-the-scenes setup, there are two components: a Vtiger extension and a Chrome extension. Once installed, users would simply input their Vtiger URL and a user profile key to establish the connection. Once set up, the ‘Brew’ logo on Gmail acts as the gateway to all these features.
This integration is more than just a tool – it’s a bridge between two powerful platforms, ensuring that businesses can operate at peak efficiency. While we’ve historically offered this extension for free, we believe that its value will be evident to businesses and are considering a nominal fee in the future.
For those interested in leveraging this integration or learning more, please reach out. Let’s usher in an era of seamless communication and CRM management!