FAQs in this section
What is Gmail Add-on?
What is Vtiger Gmail Add-on?
What are the benefits of the Vtiger Gmail Add-on?
Why should my sales team use the Vtiger Gmail Add-on?
Is Vtiger Gmail Add-on available in the Sales Starter edition?
Is a Gmail account mandatory to use Vtiger Gmail Add-on?
How can I enable the Vtiger Gmail Add-on?
Is Vtiger Gmail Add-on the same as the Vtiger Chrome extension plugin?
How can I install the Vtiger Gmail Add-on?
How can a domain user install the Vtiger Gmail Add-on?
How can I authorize the Vtiger Gmail Add-on?
How can I login to the Vtiger Gmail Add-on?
Can CRM and Gmail usernames be different?
I am unable to login into Gmail using my Vtiger username. Why?
What can I do on a contact in the Vtiger Gmail Add-on?
What actions can I perform on a contact record in the Vtiger Gmail Add-on?
Why can't I see the My Preferences changes in the Vtiger Gmail Add-on?
Can I use the Vtiger Gmail Add-on on my mobile?

How can I create a contact from the Vtiger Gmail Add-on?

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 on 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.
To know more about Gmail Add-on, click here.
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