FAQs in this section
What are Gmail Go-To Actions?
What are Actions?
How does Gmail Go-To Actions work with Vtiger CRM?
What are the benefits of Gmail Go-To Actions?
What are Gmail Go-To Actions with Vtiger CRM?
How to use Gmail Go-To Actions for Verification emails in Vtiger CRM?
How to use Gmail Go-To Actions for Approval emails in Vtiger CRM?

How to use Gmail Go-To Actions for Activity and Smart Alert emails in Vtiger CRM?

In Vtiger CRM, Go-To Actions displays the activity and smart alerts assigned to you  directly from your Inbox. The actions button displays the action the email recipient needs to take. For example, View Contact, View Case, etc. Clicking the action button will direct the email recipient to the respective CRM record, without going into the email message or exiting Gmail.
Example: View Contact
To understand the concept of actions buttons for activity alerts and smart alerts, we have considered the example of an email notification when a contact is assigned to you. You can go to any activity or smart alert notification in your Inbox. The actions button automatically takes the label of View Contact. 

Follow these steps to use the actions button for activity and smart alert emails:
  1. Login to your CRM Gmail account.

  1. In your Inbox, go to a smart alert with a contact assigned to you.
Note: For instance, we have considered a smart alert with a contact record  assigned. You can go to any activity or smart alert email.
  1. Click the View Contact button. You will be directed to the Contact record assigned to you on CRM.
You have now successfully viewed a contact record assigned to you on CRM using Gmail Go-To Actions.
Note:  The above illustration remains the same to access the Actions buttons for all activity and smart alert emails.

 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube