Feature overview

Overview of the features that are included in the Gmail addon

With the Gmail addon installed, you are able to easily store contacts and mails from Gmail into Atlas CRM. Besides storing mails there are more reasons to use this app. Here is an overview of what is possible:

Search for Atlas CRM contacts in Gmail

While in Gmail, you can search for your Atlas CRM contacts to quickly send them an email.

Search Atlas CRM contacts in Gmail

Add contacts to Atlas CRM based on a message in Gmail

When viewing a message in Gmail, you can view which Atlas CRM contacts are present in the conversation. Participants that do not exist in Atlas CRM yet can be added easily.

Add Atlas CRM contacts while viewing messages in Gmail

View information about the people who are contacting you

Important information you have about the people who are contacting you is available right next to your message in Gmail.

View information about the person you're having a conversation with in Gmail

Store conversations in Atlas CRM

Add conversations in Gmail to the interactions overview in Atlas CRM. When you store a conversation, all future replies in this conversation will automatically be added to Atlas CRM as well. This will enrich your CRM automatically allowing your teammates to read along with the conversations that you are having.

Store a conversation

View the conversation from Gmail in Atlas CRM

Automatically store conversations for a specific contact

You can choose to store all future conversations that you have with a specific contact. Any new thread in Gmail will automatically be added to Atlas CRM from that point. You can do this by activating this option on the contact's detail page in Gmail.

Store all future conversations that you have with a contact automatically.