Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

Google Workspace offers a range of customizable add-ons, such as Google Contacts, Google Calendar, and Google Keep, designed to enhance productivity directly within Gmail.

The Vtiger Gmail Add-on seamlessly integrates Vtiger CRM with Gmail, allowing you to manage customer information without switching tabs. It provides a 360° view of your contacts right from your inbox, helping you stay organized and responsive.

With the Vtiger Gmail add-on, you can:

• Create contact records instantly from emails received from new prospects.
• View related records and collaborate by adding comments.
• Create and manage deals, follow-up events, quotes, invoices, and more.
• View and respond to related cases quickly.
• Archive customer emails directly to CRM records to maintain a complete interaction history.

Benefits

The following are the benefits of using the Vtiger Gmail add-on:

• Quickly respond to the client’s emails
• Add comments that will help you to collaborate with your team 
• Create follow-up events and build better client relationships
• Get insights about your contacts, especially helpful when you are having a meeting or a discussion

In this article, you will learn about:

• Installing the Vtiger Gmail Add-on
• Authorizing the Vtiger account
• Actions possible in the Vtiger Gmail Add-on
• Vtiger Gmail Add-on in Mobile

Key Terminology

Enabling Vtiger Gmail Add-on

If you want to get an add-on, make sure to have a Google account. If you don’t have one yet, click here to create an account. Once your account is set up, you can enable the Vtiger Gmail add-on by completing the following steps:

• Installing the Vtiger Gmail add-on from Google Workspace Marketplace.
• Authorizing your Vtiger account to connect with Google.
• Logging in to the Vtiger Gmail add-on to start using it.

Installing the Vtiger Gmail Add-on

Follow these steps to install the Vtiger Gmail Add-on from the Gmail inbox:

1. Log in to your Gmail account.
2. Click the Show side panel icon in the bottom-right corner of the screen.
3. Click the + (Get Add-ons) icon in the panel. The Google Workspace Marketplace window will open. 
4. Search for Vtiger Gmail Add-on.
5. Click the Vtiger CRM Gmail Add-on.
6. Click Install.
7. Click Continue to confirm the installation.
8. Choose your Gmail account.
9. Click Allow to give permissions.
10. Click Done in the ‘Where to find the add-on’ window.

After installation, refresh the page to find the Vtiger Gmail add-on in the side panel.

Note: Domain admins can install the add-on for all domain users. They can also show or hide the add-on.

Authorizing your Vtiger Account

Follow these steps to authorize your Vtiger account with Google:

1. Log in to your Gmail account.
2. Click the Show side panel icon in the bottom-right corner of the screen.
3. Click the Vtiger Gmail add-on in the panel.
4. Click AUTHORIZE ACCESS.
5. Choose the email if you’re logged in to more than one account.

Once you give the authorization, you will be able to log in and use the Vtiger Add-on.

Logging in to the Vtiger Gmail Add-on

To view contact information, you have to log in to your Vtiger CRM account through the add-on. Follow these steps to log in:

1. Log in to your Gmail account.
2. Click the Show side panel icon in the bottom-right corner of the screen.
3. Click the Vtiger Gmail add-on in the panel.
4. Click on any email in your inbox.
5. Click the Login button in the add-on.
6. Choose your Vtiger account.

Once you log in, you will get access to your CRM via the Vtiger add-on from your Gmail. You have to open an email and click the Vtiger add-on to view the details. 

Note: 

• Ensure that your CRM and Gmail usernames match. 
• Please enable Google SSO in Vtiger Authentication settings to log in to the Vtiger Gmail Add-on.

Actions Possible in the Add-on

Now that you have enabled the Add-on, let us see what you can do.  

With the Vtiger add-on installed on your Gmail, it will take a few clicks, and the world of your contacts is at your fingertips.  From Gmail, you will be able to create contacts, view contact details, and perform a host of other actions. 

Creating a Contact 

When you click on an email, if no contact records in your CRM account match the sender’s email address, you can create a contact by clicking the ADD CONTACT button.

Follow these steps to create a contact:

1. Log in to your Gmail account.
2. Click the Show side panel icon in the bottom-right corner of the screen.
3. Click the Vtiger Gmail add-on in the panel.
4. Open an email. If the contact is not a part of your CRM, the ADD CONTACT button is enabled.
5. Click the ADD CONTACT button to create the record. Note: During the contact creation, details such as contact names and email addresses are automatically pulled from the email. 
6. Click Save.

The contact will be saved in the CRM.

Viewing a Contact

Once you create a contact in your CRM from Gmail, you can view the Contact’s details. You can also perform the following actions on the contact record:

• Click the Edit button to edit the record. You can edit the first name, last name, email ID, organization, assigned to, etc., for a contact.
• Click the Comments button to view related comments and post a comment.
• Click the Details button to view the contact information in the CRM.

The More icon at the top right of the contact card opens a drop-down menu. Using the menu options, you can view key information and perform the following actions on a contact: 

• Archive Email: Click on Archive Email to attach the opened email to the related contact.
• Timeline: Click on Timeline to list all the activities made on the record. You can view the recent updates made, such as added events, comments, etc.
• Emails: Click on Emails to view all emails, including archived emails, related to a contact. You can view the entire content in the CRM by clicking on the Email icon.
• Activities: Click on Activities to view the three recent activities made on the contact record. You can click ADD EVENT to add a calendar event with the contact.
• Deals: Click on Deals to view all the opportunities related to the contact. Click on the ADD OPPORTUNITY button to create an opportunity. You can view the details of the opportunity in the CRM by clicking on it.
• Cases: Click on Cases to view all the cases related to the contact. Click on the ADD CASE button to create a case. You can view the details of the case in the CRM by clicking on it.
• Quotes: Click on Quotes to view quotes related to the contact.
• Invoices: Click Invoices to view the contact's invoices.
• Settings: Click on Settings to enable or disable the options mentioned above.
• Sign out: Click on Sign out to log out of your Vtiger CRM account. To log in again, open an email and click Login.
• Refresh: Click on Refresh to reload the Add-on.
• Manage Add-on: Click on Manage Add-on to uninstall the Vtiger Gmail Add-on.

Note: If you make any changes in My Preferences (timezone, date format, etc.), you will have to log in again to the add-on to apply those changes.

Vtiger Gmail Add-on in Mobile 

Even if you are not in front of your computer, you can still access your Vtiger Gmail Add-on on your mobile. You can add contacts and perform various actions on the go.

Follow these steps to access the Vtiger Gmail Add-on on your mobile:

1. Open the Gmail application on your mobile phone.
2. Log in to your Gmail account in which the Add-on is enabled.
3. Open an email.
4. Tap the Vtiger Gmail Add-on next to Available add-ons at the bottom of the screen.

Reference

• Vtiger Inbox
• Whitelisting Vtiger to Configure Gmail Inbox
• Vtiger Gmail Plugin
• Gmail Go To Actions