GMAIL CRM INTEGRATION

Right Inbox’s CRM Integration feature is a simple, flexible way to copy relevant email threads to virtually whichever CRM tool you use.

This couldn’t be simpler. Just choose your CRM from the list within the CRM options button at the bottom of your compose window, and Right Inbox deals with the rest.

If your CRM isn’t there, you can use the smart BCC email sync – which means it works with most common CRM tools.

This integration is used to streamline all customer communications. For example, certain team members may be in contact with clients and prospects in email threads that other team members aren’t included in . What happens if you're in different time zones, or the main point of contact is on vacation? You don’t need to worry about that if you've synced essential emails to your CRM account.

• Send Later - need an email to reach someone's inbox at a specific time? Use Right Inbox’s send later feature.
• Mail Merge - scale your cold outreach quickly without losing the personal touch.
• Sequences - enable you to send follow-up emails depending on whether the last email has been opened or not.
• Private Notes - need to keep track of particular details alongside an email contact? Simply use the private notes feature.
• Email Tracking - know who is opening your emails and who isn’t.
• Signatures - need multiple email signatures on one Gmail account? Right Inbox has you covered, allowing you to flip between email signatures quickly.
• Recurring Emails - fed up with sending the same email over and over again? Use the recurring emails feature to send them at intervals that suit you.
• Reminders - never lose track of your most important emails.
• Email Templates - do you often need to write and send almost identical emails? Save yourself time with the email templates feature.
• GIFs - search for and add a GIF in seconds

To instal Right Inbox’s CRM integration, simply head over to the Chrome store and click the install button. It’s as easy as that.

Gmail does not offer a CRM. To use your preferred CRM with Gmail, you'll need to integrate it using Right Inbox. It's an easy-to-use Chrome web extension that syncs most CRMs with Gmail in the click of a button.

By using Right Inbox, you can integrate any CRM with Gmail. It takes about 10 seconds to sync your CRM via Right Inbox, and you're all set. All of your important email threads, including BCC emails, will be imported into your CRM automatically.

Simple. First, install Right Inbox from the Chrome store for free. Then, once you're composing an email in Gmail, you will see a Sync to CRM button. Select your CRM, wait a few seconds and you're all set.