FAQs in this section
What is a Google 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 the Vtiger Gmail Add-on?
How do I enable the Vtiger Gmail Add-on?
Is Vtiger Gmail Add-on the same as the Vtiger Chrome extension plugin?
How do I install the Vtiger Gmail Add-on?
How can a domain users install the Vtiger Gmail Add-on?
How do I authorize my Vtiger account with Gmail Add-on?
How do I log in to Vtiger Gmail Add-on?
Can CRM and Gmail usernames be different?
I am unable to log in to Gmail using my Vtiger username. Why?
What actions can I perform on a contact record in the Vtiger Gmail Add-on?
Why can't I see the My Preferences page changes in the Vtiger Gmail Add-on?
Can I use the Vtiger Gmail Add-on on my mobile?
How do I log out of the Vtiger Gmail Add-on?
What is the Vtiger Gmail plugin?
How do I install the Vtiger plugin for Gmail?
What is the use of the Vtiger for Gmail plugin?
How can sales and support teams use With Vtiger CRM for Gmail?
How do I start using the Vtiger for Gmail plugin?
What do I do if the Vtiger gadget does not show up even after the successful installation?
What do I do if Vtiger for Gmail plugin was installed successfully, but a few features are not working?
I have logged into two Gmail accounts simultaneously. If I hide the Vtiger sidebar in one account, will the same be applied to my other account too?
How do I create a contact from the Vtiger Gmail Add-on?
Table of Contents
You can create a contact from an email (with the Gmail Add-on) 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 from an email address:
To know more about Gmail Add-on, click here.
You can create a contact by clicking the ADD CONTACT button.
Follow these steps to create a contact from an email address:
- Log in to your Gmail account.
- Click the Show side panel icon on the bottom right corner of the screen.
- Click the Vtiger Gmail add-on in the panel.
- Open an email. If the contact is not a part of your CRM, the ‘ADD CONTACT’ button is enabled.
- 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.
- Click Save.
To know more about Gmail Add-on, click here.
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