Gmail Integration

Introduction to the Atlas CRM Gmail App

The Atlas CRM Gmail App brings customer management directly into your inbox, making it easier than ever to manage interactions and contacts. Whether you’re adding a new contact, storing email conversations, or viewing customer details, the Gmail app helps you stay organized without leaving Gmail.

Atlas CRM Gmail integration

Here’s what you can do with the Gmail App:

• Add contacts to Atlas CRM: Save email participants as Atlas CRM contacts in just a few clicks.

• Store conversations as interactions: Automatically or manually log email conversations to customer profiles in Atlas CRM.

• Access customer information: View and update customer details directly in Gmail.

Admins can also monitor and manage the Gmail App setup through the Configuration > Google Workspace section in Atlas CRM.

Learn all about the Gmail integration

Installation

Feature overview

Admin settings