How does Gmail Go-To Actions work with Vtiger CRM?

Note: This feature is available for only those who have added their Gmail accounts as their primary email in Vtiger CRM.

• In Vtiger CRM, a notification is triggered for the customer’s primary gmail account:
  • By default for:
    • Email verifications
    • Approvals.  
  • When you set up email as the Alert channel for Activity Alerts and Smart Alerts.

• An Actions button is added to the emails that are a part of the Inbox (List View).
• When the email user clicks the Actions button, respective activities are executed without the user having to leave the email. 
• The label of a Go- To Actions button automatically takes the label of the action to be performed. For example, View Case.

To learn more about activity alerts and smart alerts in Vtiger CRM click here.