To sync an email thread with the relevant account in your CRM, simply check the corresponding box on the Right Inbox toolbar. Or set to sync by default and only check when you don’t want it to be synced. It’s that simple.
To sync an email thread with the relevant account in your CRM, simply check the corresponding box on the Right Inbox toolbar. Or set to sync by default and only check when you don’t want it to be synced. It’s that simple.
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.
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.
This is just what I have been looking for to enhance my use of Gmail. The interface is complete, easy to understand and even easier to use!”
“I use Right Inbox every day. It’s a very easy and useful tool. Technology does make our lives easier! ”
Right Inbox is so much better than the other email productivity apps I have tried.
“Right Inbox is like having a personal assistant. Couldn’t go without it anymore.”